Assign checklist(s) to a service item

Related topics

You must assign a checklist to the service item in the Item file before you can start using it in a service order. You select or deselect the applicable checklists containing the criteria and values that are applicable/not applicable for the item. The Checklist reporting panel will be presented upon closing the service job that contains this item service object. All values (optional and mandatory) will be displayed, but those flagged with mandatory must be met and reported in order for a service job to be closed.

1. Select the Work with items menu item.
2. On the initial panel, select the item to which you want to assign a checklist and click Change.
3. Click the SVC Object tab.
4. You access Item file maintenance, Service object information. Click the Assign checklists function key.
5. You access Work with checklists. Select the checklists that you want to assign to the selected service item. Click OK to assign the checklists.

Related topics

• About checklist reporting for service jobs
• Define checklist criteria and add values for service job checklist reporting
• Create a service job checklist and select and sequence the criteria
• Report checklist values for service jobs