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Creating Work Order Summary Items in a Checklist

Purpose Statement

This article explains how to configure Summary Items within a Hydrant Service Checklist so that selected checklist responses automatically populate the Work Order Summary. This ensures that key inspection results are clearly communicated to personnel completing follow-up work.

Background Information

Summary Items allow specific checklist questions and their responses to be included in a generated work order. This is especially useful for highlighting failed inspections, maintenance needs, or required actions without requiring users to manually re-enter details.

Common use cases include:

  • Flagging hydrants that require painting, repair, or replacement

  • Passing inspection details to maintenance crews or third-party vendors

  • Standardizing communication between field users and supervisors

Summary inclusion is optional per checklist item and can be configured during checklist creation or editing.

Required Permissions

To create or edit Hydrant Service Checklist Summary Items, users typically need:

  • Hydrants Module Access

  • Checklist Configuration Permissions

  • Work Order Creation Access (for validating summary behavior)

Recommended roles:

  • Administrator

  • Supervisor

  • Data Manager 

Video 

 

Step-by-Step Guide

1. Access Hydrant Service Checklists

  1. Navigate to Hydrants from the main menu

  2. Click Hydrant Service Checklist

2. Create or Edit a Checklist

  1. Click Add Checklist to create a new checklist

    • OR

  2. Select an existing checklist to edit

3. Add a Category

  1. Click the + (plus icon) to create a new Category (section)

4. Add Checklist Items

  1. Click the three dots next to Checklist Items within the category

  2. Begin creating your inspection/service questions

5. Enable Summary Inclusion

  1. Open a Checklist Item

  2. Toggle Summary Inclusion ON

    • This ensures the item is included in the Work Order Summary by default

6. Configure Item Details

  1. Enter a clear Title

    • Ensure it reads well when paired with a response (e.g., “Hydrant needs painting”)

  2. Add a Checklist Description (optional but recommended for clarity)

7. Save the Checklist

  1. After completing all items, click Save
     


     

Best Practices

  • Use clear, action-oriented language for checklist item titles

  • Only enable Summary Inclusion for important or actionable items

  • Avoid cluttering summaries with non-critical information

  • Include descriptions to provide additional context for work order recipients

  • Test checklist behavior by creating a sample work order

Troubleshooting & FAQs

Q: Why are some checklist items not appearing in the work order summary?
A: Ensure the Summary Inclusion toggle is enabled for those items.

Q: Can users modify which items appear in the summary during work order creation?
A: Yes, users can manually select or deselect items before finalizing the work order.

Q: Is Summary Inclusion required for all checklist items?
A: No, it is optional and should be used selectively for key items.

Q: The summary text is unclear—how can I fix it?
A: Update the checklist item title and description to ensure it reads clearly with responses.