Create a checklist template for your Enterprise Asset Management work orders
Create a checklist template for your work orders that gets added as a work order template.
Before you begin
Role required: sn_eam.enterprise_asset_manager
About this task
You can either copy from an existing checklist template and edit and add more checklist items or you can create a template.
Procedure
Navigate to Enterprise Asset Workspace > Work Management > Checklist templates.
Select New.
In the Create checklist template dialog box, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the checklist template. |
| Copy from template | List of existing templates that you can copy from. |
| Checklist items | The checklist items for the template. - If you selected a template from the Copy from template list, the checklist items pertaining to that template automatically appear. Each checklist item has a name and order that you can edit. You can add additional checklist items - For a new template, specify the name and order of each checklist item in the Name and Order fields. You can add multiple checklist items. |
- Select OK.
Result
The checklist template is created and appears in the Checklist templates list. After a checklist template is created, it can't be edited and can be used by other applications too.