# Checklists

A Checklist is a collection of 'TO DO' items that need to be ticked off before a work order can be closed. You can attach one or more Checklists to a work order.

### Creating a Checklist

Click on any Asset/Sub-Asset/Part. Then click ➕ from the '**Add Calendar Based Maintenance**' form to create a new Checklist. Each Checklist can contain one or more 'To Do' items. A 'TO DO' item can be made mandatory with the toggle switch.

Checklists are universal. While you might create a Checklist under one Asset, it becomes available to all other Assets, Sub-Assets, Parts and Work Orders in that location and sub-locations. 

Below is a short video on creating a new checklist.

{% embed url="<https://iframe.mediadelivery.net/play/53268/e091c8f0-853d-4b72-988c-3169df9e4cf3>" %}

Once created you can select that checklist from the drop down. When you attach a checklist to a work order, it shows up like in the image below.

<figure><img src="https://2104283223-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg4Uj2T0C1fXAShOKZGyr%2Fuploads%2F0coAq3bQKWJPt9JNAyI3%2FScreenshot%202025-01-23%20at%201.15.10%E2%80%AFPM.png?alt=media&#x26;token=3de26d96-a6e9-4f8e-a776-60490aeb81b9" alt="" width="375"><figcaption><p>Click to Zoom</p></figcaption></figure>

Each 'TO DO' item in a checklist has 3 fields.

1. **Update Reading:** This is a number field where you can enter meter readings - for example - the odometer reading of a vehicle.
2. **Add comments:** A text field to enter observations.
3. **Proof:** A image or video proof can be uploaded as proof of completing the line item. &#x20;

To mark a 'TO DO' item as complete you need to 'Check' it <mark style="color:blue;">☑</mark> and click 'Save'.&#x20;

{% hint style="warning" %}
**NOTE:** The checkbox will be in disabled state if the 'TO DO' item is mandatory. It will be enabled only after you enter a reading or a comment or attach a proof.&#x20;
{% endhint %}

### Audit Trails

Any action performed on the checklist is captured in the 'audit trail'. This will help your compliance requirements.