Work Order Checklists

Employees can view and complete tasks using work order checklists.

Adding Checklists	Individual vs. Shared Checklists
Creating Checklists	Completing Checklists
Using Location Checklists	Checklist Progress and Reports
Copying Global Checklists	Troubleshooting & FAQ

Adding Checklists

Work Orders can have one checklist attached. New or existing checklists can be attached.

1. Go to Work Management > Manage Work Orders.
2. Add a new work order or click the Edit Pencil in the Actions column on an existing work order.
3. Open the Checklist subtab.

Creating Checklists

New checklists can only be created from the portal site.

1. On the Work Order Checklist subtab, choose Create New Checklist.
2. Choose Shared or Individual.
3. Fill in the fields. Required fields are marked with an asterisk (*).
   • Name - Visible to employees on JM Connect and used in related reports.
   • Description - A brief summary of the checklists use or contents. Internal only.
4. Click Save to create the checklist.
5. In the Actions column:
   • Click Tasks to add or edit checklist items.
   • Click Edit to modify the checklist name and description.
   • Click the X button to delete the checklist. This action cannot be undone.
   • Click Print to generate a PDF of the checklist.

Adding Tasks

1. On the Work Order Checklist tab, the Tasks button in the Actions column.
2. Click + Add New.
3. Fill in the information.
   • Add in Bulk or Add One at a Time*
     • Add in Bulk - Separate lines will be added as individual tasks. This is used to add several tasks at once.
       
     • Add One at a Time - Add a single task.
   • Task* - Task name.
   • Instructions - Task description or additional details.
   • Mandatory or Optional* - When completing checklists on JM Connect, all Mandatory tasks must be completed to complete the checklist. Optional tasks can be marked Skipped.
4. Click Save to confirm.

Using Location Checklists

Location checklists can be copied to work orders.

1. On the Work Order Checklist subtab, choose Use Existing Checklist.
2. Select a checklist from the dropdown.
   • Only checklists added to the work order's location can be chosen.
3. Click Add to confirm.

Copying Global Checklists

Global checklists can be copied to work orders. This is recommended if the task list is the same or similar across multiple work orders.

Individual vs. Shared Checklists

Work Order checklists can be created as Individual or Shared.

If Individual, each employee added to the work order's Labor Cost will have a separate checklist. Each employee must separately complete their checklist to close the work order.

If Shared, all employees added to the work order's Labor Cost will access the same checklist. Users accessing the checklist can see if tasks have already been skipped or completed. All tasks must be completed to close the work order.

Completing Checklists

Work order checklists must be completed in JM Connect. Users added to the work order's Labor Cost can interact with the attached checklist.

The My Checklist icon must be enabled in the user's Security Group to interact with work order checklists.

Checklist Progress and Reports

Work Order Checklist Status

Reports > Checklists > Status Report > Work Order Checklist Status

This shows the status of all work order checklists. Expand a row to view task details.

Troubleshooting & FAQ

Question: Why can't I view my work order checklist on JM Connect?

Answer: If your checklist is not visible when on the mobile Work Order Details page, review your Security Group settings to confirm that My Checklist is enabled.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.