Difference between revisions of "Job checklists"

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(Creating a checklist)
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[[File:View item.png|border|700px]]
 
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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:

Checklists.png

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":

New checklist0.png

New checklist.png

Checklist view

To update, clone, or delete a checklist, click on a checklist name and press "Update", "Clone", or "Delete" in the "Details" section:

Checklist view.png

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:

New checklist.png

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":

Add item.png

Create item1.png


To update, clone, or delete an item, press "Update", "Clone", or "Delete":

View item.png

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:

Checklist vendor view.png