How to add service checklist to an existing service template

Roles: Administrator & Employee | Interface: Web

Before moving ahead, please ensure you have the correct settings enabled for service checklist. To learn more, please check: How to setup automated asset status change for service results

To add a Service Checklist to an existing Service Template, follow these steps:

• Go to the Service Templates section, make sure you're logged in with the correct permissions (admin or service manager).
  
   
• Search for the service template you wish to modify.
  
  
   
• Select the template from the list, click "Edit" to open it, then scroll to the service checklist section.
  
  
   
• Click on "Create" or "Add Task" to start adding checklist items.
  
  
  
  
   
• You can enter up to 20 short items (max 100 characters each). To "Pass" the service, complete all items marked as "Mandatory" first.
  
  
   
• Once you have added all the necessary checklist items, click on the "Complete" button to save the changes to the service template.
  
  
   
• You will find the service template and its checklist in the asset details of the linked asset.
  
  

Note: The checklist will be immediately applied to all upcoming and future services based on that template, while ongoing or completed services will remain unaffected.