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  3. Preventive Maintenance/Inspection

How To Link A Preventive Maintenance (Inspection) Check List To A Category

  1. Click the ‘Settings’ icon at the top right corner
  2. Next, navigate to the ‘Service activities’ option in the left menu, and then select ‘Inspection(PM)’ from the middle section
  3. Now Go to the ‘Categories’ and Click on ‘Add’ on the top right if a new category has to be created. Fill in the required information
  4. If it’s an existing category, then choose it from the ‘List’
  5. Once either of the above is done, go to the ‘Add template’ dropdown on the category creation page and choose the required checklist/template.