Create a checklist template

Build a reusable checklist of steps for a work order, asset or other record, add each item with its answer type and whether it is required, then publish the version technicians will use.

In the sidebar, open Settings, then choose Checklist Templates under Templates. The page address is /settings/org/templates/checklists. A new template opens at /settings/org/templates/checklists/new.

A checklist template has a draft version you edit and a published version that gets attached to work. Publishing freezes the items; a checklist already on a work order keeps the version it started with.

Before you start

• Your role needs permission to read checklists to see the page, and permission to manage checklist templates to create, edit or publish one. Without it, New is missing.
• Decide what the checklist is for. The Owner type limits where it can be attached, such as Work order, Service asset or Booking. Any owner lets it go anywhere.

Steps

1. Press New above the list on the left. The Create checklist template form opens.
2. Type a Key (a short id with no spaces) and a Name.
3. Pick an Owner type, a Branch scope if the checklist belongs to one branch (Global template otherwise), and a Category. Add Tags and a Description if useful.
4. Press Create template. The template opens with an empty Draft version.
5. Under Draft version, fill in Add item: the Item prompt the technician reads, a short key with no spaces in the box under it, a Response type (Boolean / pass-fail, Text, Number, Select, Date and so on), whether it is Required, and whether a failed item Blocks completion. For Select, list the choices one per line as key|Label. Add a Description if needed. Press Add item.
6. Repeat for every step. Use the arrows on an item to move it up or down. Press Save on an item after editing it, or Delete to remove it.
7. Press Publish at the top of the versions panel. The items move to Published version and the template is ready to attach.

To change a published checklist, press New draft. Nova copies the published items into a new draft you can edit, then Publish again when done.

What you see

• The list on the left has Search and filters for Status, Owner and Category. Select a checklist template or create a new one. shows until you pick one.
• Template metadata holds the name, owner type, category, status and tags. It saves with Save metadata and can only be changed while a draft exists.
• Draft version and Published version sit side by side to compare what is live with your changes.
• Requirement policies below the versions is where an admin makes a checklist mandatory before a workflow action, such as closing a work order.
• Archive under the metadata retires the template. Checklists already in progress are not affected.

If something looks different

• New is missing: your role cannot manage templates. Ask your admin.
• Publish is off: the draft has no items yet. Add at least one.
• Fields under Template metadata are greyed out with a note about creating a draft: press New draft first.
• A technician sees old items: their checklist was created from an earlier version. New checklists use the latest published version.

Open Checklist Templates