Methods for Adding Checklists to Preventive Maintenance Workflow

When adding checklists to your PM workflow, you have a choice of two methods:

• Adding checklists to steps of PM procedures. This method is useful for "general” checklists not linked to specific locations, problem types, or equipment.

• Adding checklists to the Issued status of SLAs governing PM work requests. This method is useful for checklists for specific locations, problem types, and equipment

The following table summarizes the two methods: ​

	PM Procedure Step	SLA
Applies to Maintenance Types	PM	PM Corrective
Help Topic	Add Checklists to PM Workflow	Add a Checklist to a Work Request in the Issued Status.
Task for Linking Checklist to Workflow	Define Procedures, Steps, and Resources	Manage Service Level Agreements
Use When	Checklists are required for "general" procedures. Different checklists of the same PM procedure can be assigned to same or different craftspersons The workflow does not require notifications.	Checklists are required for specific locations, equipment, problem types, accounts, Work orders with Checklists are shared among technicians Notifications are required.
Checklists Link to Work Requests by	Step record of a PM procedure	SLA's “Issued” optional step
Checklist Execution Order	The checklists can be executed in any order. Or, you can specify a sequence in which they must be executed by defining a blocking checklist. The blocking checklist must be completed before the current checklist can be started.	When assigning the checklists to the SLA Issued status, you order them in the order you want craftspersons to execute them.
When is the checklist generated?	When the work request is issued Non-blocked checklists will be created no matter how it is linked Blocked checklists are not be created until the blocking checklist is completed.	When the work request is issued and the optional step is active, the first checklist becomes available.