Editing the PM Template

In this guide, we will walk you through the process of editing a PM template and generating checklists based on it. This process allows you to customize fields and manage checklists efficiently across different time periods.

Step 1

Under the PM Template section, select the title of the PM checklist you previously created to begin editing it.

Step 2

Scroll down and click on 'Update' to modify any fields within the PM checklist. Once you have made the necessary changes, click 'Update' again to apply them. We will also cover how to generate your PM template.

Step 3

Upon selecting 'Generate', you will be prompted to enter a start date and an end date. For this example, input the 1st of November to the 1st of December. Since this template is set to generate monthly, two checklists will be created within this timeframe.

Step 4

Click on 'Generate', and then proceed to the PM list. Typically, the PM list displays only the checklists generated for the current month.

Step 5

If the checklists pertain to a different month, click on 'Upcoming PM Checklists' to view them. Here, you can update, export as a PDF, and change the status from 'Open' to 'Closed'.

Step 6

Make any necessary updates to the generated checklists and click 'Update' to save your changes. This concludes part two of the process.