To Attach Checklist Templates to Equipment

Control the checklist options available for equipment by attaching checklist templates.

A project administrator can associate checklist templates with equipment records to control the checklist options available for each piece of equipment. As a project administrator, you can associate different checklist templates with each piece of equipment individually or by batching.

1. Click Equipment .
2. Select one or more equipment records.
3. Click More Actions > Link Checklist.
4. In the Link Checklists window, select the checklist templates to attach and click Save + Close.