How to add a service template (critical and recurrent) with a checklist

Roles: Administrator & Employee | Interface: Web

You can add, edit, or delete templates in the Administration section and adjust notification settings in the Alert Settings.

Creating a service template with a checklist

Creating a service template with a checklist in allows you to standardize service processes, define mandatory steps, and ensure tasks are completed in the correct sequence for better results.

Instructions

• Click on the "Service Templates" from the tab Administration --> Assets.
  
  

• Here you can view the various Service Templates.
  
  
   

• Enter the Name, Description, Service Frequency, Notifications, and Attachments. Then, click "Complete" to save the service template.
  
  Note: To create a Critical and Recurrent Service Template, Select the service frequency as "Recurrent".
  
  
   

  Add Service Checklist

  • Scroll to the "Service Checklist" section and click "Create" to start adding checklist items.
    
    
     

  • You can add up to 20 checklist items (each up to 100 characters) and mark them as mandatory or optional using the "Mandatory" toggle.

    If a checklist item is marked as mandatory, it must be completed before the service can be marked as "Passed".
    
    
     

  • You can reorder checklist items using drag-and-drop, then click "Complete" to save the template.
    
    
• The new Service Template (Critical and Recurrent) will be added to the list.

To learn more about Asset Service Templates, and how they differ from Asset Templates, please click: What are asset service templates, and how do they differ from asset templates

To learn more about how to add a service template (not critical and one-time), please click: How to add a service template (not critical and one-time)

If you are interested in learning how to assign services to assets, please check: How to assign a service