Run a checklist on a work order or record

Start a checklist on a work order, project, task, customer, service asset, booking or intake submission, answer each item, attach proof, and finish or waive it.

Open the record and press its Checklists tab. For example, in the sidebar open Operations, then Work Orders, open the work order, and press Checklists; the page address ends in /checklists. On a booking the checklists sit on the page itself under Booking checklists.

Before you start

• Seeing checklists needs permission to read them; answering items needs permission to run them. Completing, approving and waiving each have their own permission.
• Checklist templates are written in Settings (Create a checklist template). A template has to be published before it shows up here.

Steps

To start a checklist:

1. Pick a template in Select a template, then press Create from template (on a customer, service asset or booking the button reads Create checklist or Create booking checklist). Nova says Checklist created. and opens it.
2. On a work order, project or task you can also press Manual checklist for a one-off: type a Title, an optional Due date and Description, the First item, tick Required or Blocks closeout if it must be done before the work can close, then press Create manual.

To work through it:

1. Pick the checklist in the list. Its Items appear with their progress.
2. For each item, give the Response it asks for: Yes or No, Pass or Fail, a number, a date, text, or a choice from a list.
3. Press Evidence to attach a photo or document to the item, then Attach file.
4. Press Complete when the item is done, or Fail if it did not pass. Save keeps an answer without completing the item.
5. When an item does not apply, press N/A and add an optional reason. To let a required item go, press Waive and give a Waiver reason.
6. When every item is done, press Complete at the top of the checklist. A supervisor then presses Approve, or Waive for the whole checklist.

What you see

• The summary counts Total, Completed, Blocked, Failed and Overdue checklists. Closeout ready means nothing is holding the work up; Checklist work remains means something is.
• A work order's list also includes checklists from its tasks; a task's checklists count toward its work order or project.
• Each checklist keeps an Activity list of who answered, failed, waived or approved what.

If something looks different

• Complete the required response before marking this item complete.: answer the item first.
• No published templates are available for this owner type.: publish a checklist template for this kind of record.
• Checklist access is not available. or the tab is missing: your role cannot see checklists, or checklists are off for this kind of record.
• A work order will not close: when your plan includes checklist gates, items that block closeout must be finished, marked N/A or waived first (Complete or cancel a work order).
• To see blocked and overdue checklists across all work, see Find blocked and overdue checklists.