Checklists can be assigned to specific services as shown below:
Assigning Checklist to Services
Navigate to the Service Definition Screen at the Configuration/System Level (Configuration > Advanced > Service Definition)
Click the
of the applicable service to which the Checklist will be assigned.
Navigate to the Associated Checklists section.
Click
to add a Checklist.
Select the applicable Checklist Template from the drop-down list.
Note - Associated Checklists section only supports System Checklist Templates where the Level is equal to Assignment. System Checklist Templates where the Level is equal to Company will not appear in this section.
Things to Note
Contact your Equus representative for more details on how to integrate Checklists for Services.