Maintenance: How to add a Task or Checklist to a Work Order?
Tasks or checklists can be added to new work orders as well as pre existing work orders.
Adding a task or checklist to new work orders:
Go to the Maintenance Page.
By default, work orders is the first page that opens up.
A list of work orders is displayed in a tabular form, indicating their scheduled status.
To create a new work order, click on the "+ Work Order" button on the top right corner of the page.
This action will open a new page with sections - Basic details, Assign Work, Tasks and Schedule.
Once the basic details and assign work sections are filled, you can proceed to section "Tasks"
Within the Task section, you will have two options: "Add Task" or "Add Checklist." Choose the desired option based on your requirements.
To add a task:
If you choose to add a task, you will be prompted to select the type of field required for the task type.
After selecting, enter the task name and provide further details based on the option chosen.
For example, if you select a checkbox, you need to input multiple options or choices for the checkbox.
Click on "Save".
To add a checklist:
Click on the "Add Checklist" button within the Task section.
A modal dialog box is prompted with a list of checklists added to the IQnext system.
Select the checklists from the given list that need to be completed for the work order.
Click on “Save”.
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