Create Operations Templates
What is an Operations Template?
Operations Template Definition In Xenia, Operations Templates refers to form based tools used to complete work and collect data. These can be checklists, logs, SOPs, inspections...
Operations Templates Builder: Field Types
Procedure Short step-by-step punch list items, great for to-do list. Creating a short step-by-step punch list items. Responding to a step-by-step punch list. Pass/Fa...
How to Create a Checklist
To create a checklist, head to the Checklist module from the sidebar. Click on ‘Add’. Now, name your checklist and start adding action items to it. You can pick steps to add fr...
How to Create a Log
How to Create a Log in Xenia Follow this step by step guide to create your own Xenia log!
How to Create an SOP Template
Xenia lets you save all your SOP guidelines in one place for easy access and execution. To start off, head to Checklists from the sidebar menu. From here, you'll be able to acc...
How to create an inspection template
Operations templates help make inspections more thorough. Users can rest assured that they won’t be forgetting a crucial step that costs the business. Let’s see how we can get t...
How do Checklists work with Tasks & Work Orders?
In Xenia, you can also assign checklists to another person via Tasks & Work Orders. When you assign a checklist, a task is created for it that you can assign to another person. ...
Using the public templates
Xenia supports two kinds of checklist templates: Public Templates - Pre-built checklists from Xenia’s Checklist Library My Templates - Personalized checklists created by your o...