Use the maintenance checklist setup tool to quickly configure your checklists in Zoidii. Add the checklist name, tasks, estimated hours, and linked files.
Checklists can be configured with tasks and subtasks. That way, larger checklists can be broken down into more manageable chunks.
Maintenance checklists detail the most efficient route to get the job done, eliminating unnecessary steps and waste. Zoidii's checklists functionality ensures everyone is on the same page through step-by-step instructions to complete a process.
Zoidii's AI Checklist Generator helps accelerate the CMMS implementation process by automatically generating maintenance checklists based on predefined criteria such as make, model, category, and interval.
CMMS users can pull checklists into preventive maintenance, nested PMs , and work orders on desktop. They can also load maintenance checklists onto work orders on the mobile app.
Create triggers to automatically populate checklists whenever a user creates a new work order with certain conditions. Automated maintenance checklists are ideal for organizations looking to standardize the way of working.
Technicians can address failed tasks as they complete the checklist, or push failed tasks to one single follow on work order automatically.
Use checklists to guide the technician through preventive maintenance procedures, ensuring no steps are missed.
Auto-populate work orders with steps to be completed before the work order commences. For example, automatically load a safety checklist requesting the technician to verify their PPE, check the area for safety issues etc.
Maintenance checklists can be used to document the procedures to complete run-to-failure repairs, particularly when the repair is high-risk. For example, the saw blade will be replaced when it's dull, so create a procedure to replace the blade and reduce the chances of a safety incident.
Use checklists to document equipment troubleshooting guides that provide step-by-step instructions to identify and resolve issues with specific equipment.
Utilizing checklists helps your maintenance organization run like a finely tuned machine.
To ensure your maintenance organization reaps the benefits outlined above, follow these seven steps to creating effective maintenance checklists.
1. Identify the activity to be completed, such as preventive maintenance on a machine press.
2. Next, determine the scope of the task, job, PM, process, or activity to be completed. The scope details the extent of the work needed to finish the activity. It could include time, tasks, parts, tools, and resources.
3. Identify and understand the end-user. Understanding the end user will help you tailor the checklist for their use case. That will ensure the target end-users can understand and execute the maintenance checklist.
4. Create a written document. The document should contain a list of steps to complete the activity, including safety cautions, parts replacements, PPE or tools required, etc. Be as detailed as possible to minimize ambiguity.
5. Before rolling out the checklist, test it and tweak it as needed. Ask some end-users and subject matter experts to execute the activity using the checklist and ensure it achieves the desired result.
6. Once the checklist has been signed off by all stakeholders as done, implement the checklist in your CMMS software. That way, the activity is digitally captured when done.
7 Business changes all the time. Regularly review and refine the checklist to ensure it is still effective.
As a daily user of Zoidii, I am certain that is the best CMMS program out there! Super intuitive, easy to use on a dialy basis and gives me and my team all the information that we need to keep ourselves compliant and ahead of the curve.
Eduardo Periera : Maintenance Planner
Aug 19, 2025
Interested in Zoidii software? Chat with a Zoidii product expert to schedule a personal demo, or get your questions answered. Request a call back:
