{"id":5405,"date":"2025-03-11T13:51:29","date_gmt":"2025-03-11T05:51:29","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=5405"},"modified":"2025-07-09T22:39:38","modified_gmt":"2025-07-09T14:39:38","slug":"configuring-checklists-for-service-requests","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/configuring-checklists-for-service-requests\/","title":{"rendered":"Configuring Checklists for Service Requests"},"content":{"rendered":"\n<p><a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists\/\">Checklists<\/a> play a vital role in maintaining quality control by ensuring that all necessary tasks, safety procedures, and operational requirements are fulfilled before closing a <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/requests\/\">request<\/a>. By enforcing standardized processes, checklists help minimize errors, enhance compliance, and improve overall efficiency. They also serve as a reliable record of completed tasks, making it easier to track progress and maintain accountability.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"FacilityBot | Configuring Checklist for Service Request\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/u3CO4IN_494?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Assigning a Checklist to a Service Request<\/strong><\/h3>\n\n\n\n<p>To assign a checklist to a specific service request type:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the <strong>FacilityBot Web Portal<\/strong>.<\/li>\n\n\n\n<li>Navigate to <strong>\u201cFeatures\u201d<\/strong> \u2192 <strong>\u201cRequests\u201d<\/strong> \u2192 <strong>\u201cView Request Settings.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"998\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-12.png\" alt=\"\" class=\"wp-image-5408\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-12.png 998w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-12-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-12-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-12-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-12-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-12-480x225.png 480w\" sizes=\"auto, (max-width: 998px) 100vw, 998px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the service request form you want to modify. Then, click <strong>\u201cEdit.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"471\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-13.png\" alt=\"\" class=\"wp-image-5409\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-13.png 997w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-13-300x142.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-13-768x363.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-13-230x109.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-13-350x165.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-13-480x227.png 480w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>\u201cOther Settings.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-14.png\" alt=\"\" class=\"wp-image-5410\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-14.png 997w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-14-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-14-768x361.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-14-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-14-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-14-480x225.png 480w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a <strong>requestor tag<\/strong> or a <strong>group of requestors<\/strong> allowed to submit this request.<\/li>\n\n\n\n<li>Choose the checklist that must be completed before the request can be marked as <strong>\u201cComplete.\u201d<\/strong><\/li>\n\n\n\n<li>Click <strong>\u201cSave.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"998\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-15.png\" alt=\"\" class=\"wp-image-5411\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-15.png 998w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-15-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-15-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-15-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-15-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-15-480x225.png 480w\" sizes=\"auto, (max-width: 998px) 100vw, 998px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Completing a Checklist<\/strong><\/h3>\n\n\n\n<p>Once a checklist is assigned to a service request, users must complete it before finalizing the request.<\/p>\n\n\n\n<p>To complete the checklist:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>\u201cFeatures\u201d<\/strong> \u2192 <strong>\u201cRequests.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"466\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-16.png\" alt=\"\" class=\"wp-image-5412\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-16.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-16-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-16-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-16-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-16-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-16-480x225.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the relevant service request ticket.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-17.png\" alt=\"\" class=\"wp-image-5413\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-17.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-17-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-17-768x361.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-17-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-17-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-17-480x226.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scroll down and click <strong>\u201cEdit Completion Checklist.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-18.png\" alt=\"\" class=\"wp-image-5414\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-18.png 997w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-18-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-18-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-18-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-18-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-18-480x225.png 480w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fill out the checklist and click <strong>\u201cComplete.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-19.png\" alt=\"\" class=\"wp-image-5415\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-19.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-19-300x142.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-19-768x364.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-19-230x109.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-19-350x166.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-19-480x227.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A checkmark will appear to confirm that the checklist has been successfully saved.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"467\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-20.png\" alt=\"\" class=\"wp-image-5416\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-20.png 997w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-20-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-20-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-20-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-20-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-20-480x225.png 480w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can choose whether to require responders to upload a completion photo by clicking the asterisk.<\/li>\n\n\n\n<li>Once completed, you may now mark the status as completed. Click on <strong>\u201cstatus box\u201d,<\/strong> then choose <strong>\u201ccomplete.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"465\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-21.png\" alt=\"\" class=\"wp-image-5417\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-21.png 996w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-21-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-21-768x359.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-21-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-21-350x163.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-21-480x224.png 480w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Put remarks and click <strong>\u201cok.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"466\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-22.png\" alt=\"\" class=\"wp-image-5418\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-22.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-22-300x140.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-22-768x358.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-22-230x107.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-22-350x163.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-22-480x224.png 480w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Reviewing a Completed Checklist<\/strong><\/h3>\n\n\n\n<p>To review a completed checklist:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>\u201cFeatures\u201d<\/strong> \u2192 <strong>\u201cRequests.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"998\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-23.png\" alt=\"\" class=\"wp-image-5419\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-23.png 998w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-23-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-23-768x360.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-23-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-23-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-23-480x225.png 480w\" sizes=\"auto, (max-width: 998px) 100vw, 998px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the service request ticket you want to review.<\/li>\n\n\n\n<li>Scroll down and click <strong>\u201cView Completion Checklist.\u201d<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-24.png\" alt=\"\" class=\"wp-image-5420\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-24.png 997w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-24-300x141.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-24-768x361.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-24-230x108.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-24-350x164.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/image-24-480x225.png 480w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXeIVvQ101akfgUr1ZJknsWtV3EF9t7DaukR2_FEzrRnRnxfSG5q3LO-w0Xh9_5Y3FcXtq9wWjt5tXmgraW0uorm-YbLoFFXDLzp2TJEULHh4hE-A3Az_HzNDD6zvoCse6btZPfCcwkey74YLv3_4FvXeSqGXIcMpbX5v.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>By following these steps, you can ensure that all service requests meet the required standards before they are marked as complete.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Checklists play a vital role in maintaining quality control by ensuring that all necessary tasks, safety procedures, and operational requirements are fulfilled [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[44],"class_list":["post-5405","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configuring Checklists for Service Requests - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/configuring-checklists-for-service-requests\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuring Checklists for Service Requests - FacilityBot - 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