Creating Work Order Summary Items in a Checklist
Purpose
- To explain how to create a Summary Item in the Hydrant Service Checklist.
Video
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Instructions
1. Click on Hydrant Service Checklist in the Hydrants menu.
2. Click on Add Check List to create a new Hydrants checklist. You can also edit an existing checklist.
3. Select the plus icon to create your first Category, or section of the checklist.
4. Select the plus next to Checklist items to start creating service inspection items.
5. Once inside the Checklist Item, toggle on the Summary Inclusion button to default any item to the work order summary.
Note: Items not added as a default can be added later when the work order summary is created.
6. Make sure that the title for your Checklist Item makes sense when the answer is selected. Add a checklist description for further information.
7. This is how your Checklist Item will appear inside of the Work Order Summary.
8. When you have completed your entire Hydrant Checklist, you can save and exit.
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