Create a checklist template for your Enterprise Asset Management work orders

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a checklist template for your work orders that gets added as a work order template.

    Before you begin

    Role required: sn_eam.enterprise_asset_manager

    About this task

    You can either copy from an existing checklist template and edit and add more checklist items or you can create a template.

    Procedure

    1. Navigate to Enterprise Asset Workspace > Work Management > Checklist templates.
    2. Select New.
    3. In the Create checklist template dialog box, fill in the fields.
      FieldDescription
      Name Name of the checklist template.
      Copy from template List of existing templates that you can copy from.
      Checklist items The checklist items for the template.
      • If you selected a template from the Copy from template list, the checklist items pertaining to that template automatically appear. Each checklist item has a name and order that you can edit. You can add additional checklist items
      • For a new template, specify the name and order of each checklist item in the Name and Order fields. You can add multiple checklist items.
    4. Select OK.

    Result

    The checklist template is created and appears in the Checklist templates list. After a checklist template is created, it can't be edited and can be used by other applications too.