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How To Link A Preventive Maintenance (Inspection) Check List To A Category
- Click the ‘Settings’ icon at the top right corner
- Next, navigate to the ‘Service activities’ option in the left menu, and then select ‘Inspection(PM)’ from the middle section
- 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
- If it’s an existing category, then choose it from the ‘List’
- Once either of the above is done, go to the ‘Add template’ dropdown on the category creation page and choose the required checklist/template.