Checklist templates allow you to create a checklist that can be easily added to your jobs preventing you from having to manually create a new checklist each time when you create a job, you can even set specific job types that a checklist will automatically be added to when a new job of that "Job Type" is created.
You can create, edit, and copy (i.e. duplicate) checklist templates by following the steps below.
1. Navigate to Settings > Checklist templates.
The Checklist templates page is displayed.
2. Click Create new checklist template.
The Create new checklist template dialog is displayed.
Note: The fields marked as Required are mandatory.
3. Enter a name for the checklist template in the Name field.
4. Enter a description of the checklist in the Description field. This is displayed on the Job Sheet App for the engineer to see and on the job sheet that the customer can view.
5. Select which types of jobs the checklist will automatically be added to using the Add to job types field. This setting will not affect any existing jobs, the checklist will only be added to newly created jobs based on the job types selected here.
6. Check the box Minimized in app if you wish the checklist to be minimized by default on the Job Sheet App. If you have more than 3 checklists assigned to a job then this setting is irrelevant because each checklist will open in a new page in the Job Sheet App.
7. Check the box Show unchecked items if you want to show all the unchecked items (and items without any notes added) on the checklist within the job sheet document visible to the customer. By default, only checked items or items with notes added to them are shown in the checklist on the job sheet document that the customer can view.
8. Click Upload image to attach an image to the checklist. An image is only shown against the checklist within the Job Sheet App and it is just for the engineer to see, this can be useful if the checklist relates to a particular piece of equipment to help the engineer identify it. Checklist images are not shown to the customer.
9. Click Create new checklist item.
The field to add a new item to the checklist is displayed.
10. Enter a checklist item in the field (see screenshot above for examples of checklist items).
11. Click Create new checklist item again to add another item to the checklist and continue to do this until you have added all the checklist items that you need (see screenshot above for examples of checklist items).
12. Click Save changes.
The checklist template is created and displayed.
Note:
- You can edit any existing checklist template by clicking Edit in the row of the checklist and making the necessary changes.
- You can duplicate a checklist template by clicking Copy in the row of the checklist, this is useful if you want to create another checklist template with similar items.
- You can delete any checklist template that is no longer needed by clicking Delete in the row of the field and confirming the deletion.
- You can change the order of the template list by holding down the left mouse button on the icon in the Sort column of the template and dragging it up or down.
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