This article will teach you how to mark checklist items as completed on scheduled PM Work Orders. Checklist items are the step-by-step actions required to complete a PM task.
Note: See the Adding an Action to a Preventive Maintenance (PM) Task article for reference on how to add action items to a PM Task.
- From the Property & Facility menu, click Preventive Maintenance.
- From the Preventive Maintenance page, make sure the applicable Property is selected in the property selector at the top right of the page, then click the PMO# of the desired Work Order.
- From the PM Work Order [PMO#] page, click the Checklist tab and then click the Description of the desired checklist item.
- Once the Update Checklist Item window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Instructions | The instructions are displayed for the checklist item. |
| Status | Select Completed to change the current status of the checklist item. |
| Value |
If applicable, enter the appropriate value for the reading. Note: This field will appear only when the checklist item type is Reading. There is a 50 character limit for this field. |
| Comments | If applicable, enter any comments for the checklist item. |
- Click the Save & Next button.
- The checklist item has now been marked as Completed.
- Note: To complete checklist items in bulk, click the checkbox next to each action to be completed, click the Actions button, then select Complete task(s).