Assign a Checklist to Units or Models

A checklist with items isn't useful until you tell TuffOps which equipment it applies to. Linking a checklist to a device model or to specific units is what makes it auto-attach when a work order is created against that equipment.

How auto-attach picks checklists

When a work order is created against a unit, TuffOps walks this priority order:

1. Checklists linked directly to the unit that match the work order type (Installation, Repair, etc.).
2. If none match at the unit level, checklists linked to the unit's device model that match the type.

The first level that produces a match wins — model-level checklists are skipped if any unit-level checklist matches. So a unit-level checklist overrides the model-level checklist for that equipment.

If the work order has no unit, no checklist auto-attaches. Office staff can still attach one manually.

tip

Manufacturer-scoped checklists don't auto-attach by themselves — they have to be assigned to a device model or a unit first. The manufacturer scope only filters which checklists appear in the manual Attach Checklist dropdown on a work order (TuffOps narrows it to checklists with no manufacturer or with the same manufacturer as the unit's device model).

Before you start

• The checklist exists, has at least one item, and is set to Active. See Create a Checklist Template and Add Items to a Checklist.
• The checklist's Applies To Work Order Types includes the types you expect it to fire on.
• You have the checklists.edit permission.

Assign to device models

Linking by model is the most common pattern — every unit of that model inherits the checklist.

1. Open the checklist

   Select Checklists in the top navigation, then select the checklist you want to assign.

2. Find the Assign Device Models section

   Scroll to the Assigned Device Models card. The picker is below the list of currently-assigned models.

3. Tick the models you want to add

   Tick the box on each row. Tick the header box to select all visible rows.

4. Save

   Select the green Assign Selected button. The selected models move into the Assigned Device Models list above.

The checklist is now linked to those models. Any new work order created against a unit of those models will auto-attach this checklist (assuming type matches).

Assign to specific units

Use unit-level assignment when one specific piece of equipment needs a checklist that doesn't apply to others of the same model.

1. On the checklist's detail page, scroll to the Assigned Units card.

2. (Optional) Filter

   The picker shows up to 100 of your most recent units. Use the search box to find older units by ID, friendly name, or customer.

3. Tick the units you want to add and select Assign Selected.

The unit-level link beats the model-level link for the same type, so use this sparingly — usually you want the model-level link to apply to everything.

Remove an assignment

1. In the Assigned Device Models or Assigned Units list, tick the rows you want to remove.
2. Select the red Remove Selected button at the top of the list.
3. Confirm the prompt.

Removing an assignment doesn't change work orders that already have the checklist attached — it only stops the auto-attach for new work orders.

What happens next

• Create a test work order against a unit you just covered, then open it and start it. The checklist should appear under Checklists with all its items.
• If it doesn't appear, walk through the troubleshooting below.

Common situations

You want to	Do this
One checklist on every Daikin condenser	Scope the checklist to manufacturer Daikin (on the checklist itself), then assign every Daikin condenser device model.
Different commissioning steps for Installation vs Maintenance on the same model	Create two checklists, give each its own Applies To Work Order Types, assign both to the same device model.
One specific customer site needs a custom safety checklist that no one else uses	Create a generic checklist, then assign it only to that customer's units.
Stop a checklist from auto-attaching but keep it available for office staff to attach manually	Remove all model and unit assignments. The checklist stays Active, doesn't auto-attach, but still appears in the manual Attach Checklist dropdown on every work order.

Troubleshooting

The checklist isn't auto-attaching to new work orders.

Walk this checklist:

• The checklist is Active (top of the checklist's detail page).
• The work order's Type is one of the boxes ticked under Applies To Work Order Types on the checklist.
• The unit on the work order is in Assigned Units, or the unit's device model is in Assigned Device Models.
• Auto-attach happens once, at work order creation. If you assigned the checklist after the work order was created, it won't retroactively attach. Have office staff attach it manually on existing work orders.

A unit-level checklist is firing but the model-level one isn't.

Working as designed. Auto-attach picks the most specific level — if any unit-level checklist matches the work order type, model-level checklists are skipped for that work order. Either remove the unit-level assignment or attach the model-level checklist manually.

Two checklists are showing up when you only expected one.

Auto-attach uses the most specific level, but at that level it attaches every matching active checklist. If you have two different unit-level checklists assigned to the same unit and both have the work order's type ticked, both attach. Decide which one stays and remove the other from the unit.

Related

• Create a Checklist Template — pick which work order types the checklist can fire on.
• Add Items to a Checklist — add the actual tasks.
• Use a Checklist on a Work Order — what happens once it's attached.