Work order checklist overview

The checklist functionality allows users to create, manage and add checklists to work orders.

Checklist functionality provides:

1. A central place to manage checklist templates.
2. Ability to assign a checklist to a work order.

NB. The current version of the feature is an 'MVP' (minimal viable product) and allows basic checklist capabilities. For example, providing the ability to tie a specific checklist with a specific work order, and access to each checklist "template" and associated work order. It is an optional/additional extra, so please speak to your Shoreline Customer Success Manager (CSM) about gaining access to this feature. 

Permission matrix requirements (info for admins only)

1. Users with 'Create checklist' permission can create new templates that are in the template list and that show up on the work order
2. Users with existing permissions to update a work order would have the ability to:
   1. update the checklist (update meaning tick the boxes on the checklist itself)
   2. assign a checklist to a work order via a dropdown

The following articles are related to the Work order checklist functionality:

• How to create a checklist
• How to add a checklist to a work order