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Add a Template to a Preventive Maintenance Work Order

Customize your preventive maintenance schedules by creating various templates, be it checklists, inspection forms, or other lists. When building out these templates, your team can choose from a multiple-choice answer, a text answer, or a simple checkbox.

 

Steps to add a template to a repeating work order:

Mobile
Desktop
  1. From the home screen, click on the Preventive Maintenance workspace.
  2. Click on the workspace titlePM_Top_Middle.jpegat the top of your screen.
  3. A menu will appear. Click on Workspace Details.
  4. Select Templates.
  5. Click the + icon on the top right corner.
  6. Give your template a name. Click Add a question and select from the following options:

    Single select - The person will have to select from a multiple-choice question
    Text Area - The person will have to answer with text or numbers.
    Checkbox - The person will mark off a checkbox.
  7. Continue to click on Add a question to add additional items to your template.
  8. Click Create on the top right once it's completed.
  9. To apply this template to a preventive maintenance schedule, return to the Preventive Maintenance workspace and tap the + button in the bottom right corner. Locate and click on the template name. You'll find your list of items at the bottom of the work order. Fill in the details, select the repeating schedule, and click Save.
  1. On the left-hand side, click on the Preventive Maintenance workspace. 
  2. Click on the dropdown arrow button next to the New button on the top right corner Desktop_New_Button_93x32.png.
  3. Select Create New Template.
  4. Give your template a name. Click Add a question and select from the following options:

    Single select - The person will have to select from a list of options.
    Text Area - The person will have to answer with text or numbers.
    Checkbox - The person will mark off a checkbox.
  5. Continue to click on Add a question to add additional items to your template.
  6. Click Create on the top right once it's completed.
  7. To apply this template on a preventive maintenance schedule, click on the dropdown arrow button Desktop_New_Button_93x32.png, and click on the template name. At the bottom of the work order, you will see your list of items. You'll find your list of items at the bottom of the work order. Fill in the details, select the repeating schedule, and click Save.