Link a checklist and manage its versions

Make the template available in the right context and preserve previous work.

On this page

Before you start

Prepare and preview the questions before making the template available to the team.

Set the scope

Open the template settings and check whether it applies to each piece of equipment or to the work context shown. Choose the scope that matches the service you need to record.

Configure associations

Associate the applicable equipment types or items using the available options. Check the active status and, where relevant, whether the checklist counts as maintenance. Check its availability in a work order before the team starts.

Create a version for changes

If the template already has responses, use Create New Version before changing questions. Review the new version and its associations. Check which version will be used for upcoming work without assuming old work orders change automatically.

Check the result

The correct template is available for the work, with earlier versions preserved.

If something gets in the way

Checklist missing from a work order?

Check active status, scope and associations with the equipment type or item. Also check that you are looking at the intended version.