Difference between revisions of "Job checklists"
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Go to '''Jobs ⇾ Checklists''': | Go to '''Jobs ⇾ Checklists''': | ||
| − | [[File:Checklists.png|border| | + | [[File:Checklists.png|border|200px]] |
On this page you can view, create, update, or delete job checklists. | On this page you can view, create, update, or delete job checklists. | ||
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=='''Creating checklist'''== | =='''Creating checklist'''== | ||
| − | To create a new checklist, go to Jobs => Checklists, | + | To create a new checklist, go to Jobs => Checklists, click "New checklist", specify the name, add notes if necessary, and click "Create": |
[[File:New checklist0.png|border|1000px]] | [[File:New checklist0.png|border|1000px]] | ||
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==='''Adding items to checklist'''=== | ==='''Adding items to checklist'''=== | ||
| − | To add items to a checklist, click on a checklist name, | + | To add items to a checklist, click on a checklist name, click "Add item" in the "Items" section, specify the name and the item order in the list, then click "Create": |
[[File:Add item.png|border|1000px]] | [[File:Add item.png|border|1000px]] | ||
| Line 27: | Line 27: | ||
[[File:Create item1.png|border|1000px]] | [[File:Create item1.png|border|1000px]] | ||
| − | Please note that to be able to use a checklist when adding jobs, you need to change its status to "Enabled". To do that, | + | Please note that to be able to use a checklist when adding jobs, you need to change its status to "Enabled". To do that, click "toggle" when the checklist is in "Disabled" status: |
[[File:Checklisttoggle.png|border|1000px]] | [[File:Checklisttoggle.png|border|1000px]] | ||
| − | If you need to remove an enabled checklist from the dropdown list when adding jobs, | + | If you need to remove an enabled checklist from the dropdown list when adding jobs, click "toggle" to change its status to "Disabled". |
| − | To update, clone, or delete an item, | + | To update, clone, or delete an item, click "Update", "Clone", or "Delete": |
[[File:View item.png|border|1000px]] | [[File:View item.png|border|1000px]] | ||
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| − | To update, clone, or delete a checklist, click on a checklist name and | + | To update, clone, or delete a checklist, click on a checklist name and click "Update", "Clone", or "Delete" in the "Details" section: |
[[File:Checklist view.png|border|1000px]] | [[File:Checklist view.png|border|1000px]] | ||
Latest revision as of 16:24, 27 September 2022
Go to Jobs ⇾ Checklists:
On this page you can view, create, update, or delete job checklists.
If you select a checklist when creating a job, the vendor will have to check all the items in the list before completing a job.
Creating checklist
To create a new checklist, go to Jobs => Checklists, click "New checklist", specify the name, add notes if necessary, and click "Create":
Then you can create the list of needed items to the checklist as described below.
Adding items to checklist
To add items to a checklist, click on a checklist name, click "Add item" in the "Items" section, specify the name and the item order in the list, then click "Create":
Please note that to be able to use a checklist when adding jobs, you need to change its status to "Enabled". To do that, click "toggle" when the checklist is in "Disabled" status:
If you need to remove an enabled checklist from the dropdown list when adding jobs, click "toggle" to change its status to "Disabled".
To update, clone, or delete an item, click "Update", "Clone", or "Delete":
Checklist view
To update, clone, or delete a checklist, click on a checklist name and click "Update", "Clone", or "Delete" in the "Details" section:
Note: the checklists in use cannot be deleted or updated.
Vendor view
If you select a checklist when creating a job, the vendor will not be able to complete the job until they check all the items in the checklist.
Here is an example of how the checklist may look like from a vendor's side:
The manager can access the job cheklist by clicking on its name in job view.
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