When you create a preventive maintenance checklist, they're saved as Templates. You can easily go back and make any edits you like to them.
Steps to edit a checklist template:
Mobile
Desktop
- From the home screen, click into the Work Order workspace.
- Click on the top middle
.
- A menu will appear. Click on Workspace Details.
- Select Templates.
- Find the checklist you want to edit and click on the 3 dot icon
.
- Click Edit and make your desired Edits.
- Click Save on the top right corner.
- On the left hand side, click into the Work Order workspace.
- Tap on the top middle
.
- Select Templates.
- Find the checklist you want to edit and click on the 3 dot icon
.
- Click Edit and make your desired Edits.
- Click Save on the top right corner.