Difference between revisions of "Job checklists"
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| + | =='''Vendor view'''== | ||
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| + | 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. | ||
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| + | Here is what the checklist may look like from a vendor's side: | ||
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| + | [[File:Checklist_vendor_view.png|border|700px]] | ||
Revision as of 09:35, 2 August 2021
Go to Jobs⇾ Checklists:
On this page you can view, create, update, or delete job checklists.
Creating a checklist
To create a new checklist, go to Jobs -> Checklists, press "New checklist", specify the name, add notes if necessary, and press "Create":
Checklist view
To update, clone, or delete a checklist, click on a checklist name and press "Update", "Clone", or "Delete" in the "Details" section:
Please note that checklists in use cannot be deleted or updated.
To be able to use a checklist when adding jobs, you need to change its status to "Enabled". To do that, press "toggle" when the checklist is in "Disabled" status:
If you need to remove an enabled checklist from the dropdown list when adding jobs, press "toggle" to change its status to "Disabled".
Adding items to a checklist
To add items to a checklist, click on a checklist name, press "Add item" in the "Items" section, specify the name and the item order in the list, then press "Create":
To update, clone, or delete an item, press "Update", "Clone", or "Delete":
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 what the checklist may look like from a vendor's side:
