Difference between revisions of "Job checklists"

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Go to '''Jobs⇾ Checklists''':
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Go to '''Jobs ⇾ Checklists''':
  
[[File:Checklists.png|border|300px]]
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[[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.
  
To create a new checklist, press "New checklist", specify the name, add notes if necessary, and press "Create":
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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.
  
[[File:New checklist0.png|border|700px]]
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__FORCETOC__
  
[[File:New checklist.png|border|700px]]
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=='''Creating checklist'''==
  
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To create a new checklist, go to Jobs => Checklists, click "New checklist", specify the name, add notes if necessary, and click "Create":
  
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[[File:New checklist0.png|border|1000px]]
  
To update, clone, or delete a checklist, click on a checklist name and press "Update", "Clone", or "Delete" in the "Details" section:
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[[File:New checklist.png|border|1000px]]
  
[[File:Checklist_view.png|border|700px]]
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Then you can create the list of needed items to the checklist as described below.
  
'''Please note that checklists in use cannot be deleted or updated.'''
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==='''Adding items to checklist'''===
  
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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":
  
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:
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[[File:Add item.png|border|1000px]]
  
[[File:New checklist.png|border|700px]]
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[[File:Create item1.png|border|1000px]]
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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:
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[[File:Checklisttoggle.png|border|1000px]]
 
   
 
   
If you need to remove an enabled checklist from the dropdown list when adding jobs, press "toggle" to change its status to "Disabled".
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If you need to remove an enabled checklist from the dropdown list when adding jobs, click "toggle" to change its status to "Disabled".
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To update, clone, or delete an item, click "Update", "Clone", or "Delete":
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[[File:View item.png|border|1000px]]
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=='''Checklist view'''==
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To update, clone, or delete a checklist, click on a checklist name and click "Update", "Clone", or "Delete" in the "Details" section:
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[[File:Checklist view.png|border|1000px]]
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<span style="color:red">'''Note:'''</span> the checklists in use cannot be deleted or updated.
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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 an example of how the checklist may look like from a vendor's side:
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[[File:Checklist_vendor_view.png|border|1000px]]
  
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The manager can access the job cheklist by clicking on its <U>[[Job view#Checklist|name in job view]]</U>.
  
  
To add items to a checklist, click on a checklist name and press "Add item" in the "Items" section:
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[[File:Redirect.jpg|40px|link=job checklists]] Back to the '''table of contents'''.
[[File:Add item.png|border|700px]]
 

Latest revision as of 16:24, 27 September 2022

Go to Jobs ⇾ Checklists:

Checklists.png

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":

New checklist0.png

New checklist.png

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":

Add item.png

Create item1.png

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:

Checklisttoggle.png

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":

View item.png

Checklist view

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

Checklist view.png

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:

Checklist vendor view.png

The manager can access the job cheklist by clicking on its name in job view.


Redirect.jpg Back to the table of contents.