Difference between revisions of "Job checklists"

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(Adding items to checklist)
 
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Go to '''Jobs ⇾ Checklists''':
 
Go to '''Jobs ⇾ Checklists''':
  
[[File:Checklists.png|border|400px]]
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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.
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=='''Creating checklist'''==
 
=='''Creating checklist'''==
  
To create a new checklist, go to Jobs => Checklists, press "New checklist", specify the name, add notes if necessary, and press "Create":
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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":
  
 
[[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, press "Add item" in the "Items" section, specify the name and the item order in the list, then press "Create":
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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":
  
 
[[File:Add item.png|border|1000px]]
 
[[File:Add item.png|border|1000px]]
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[[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, press "toggle" when the checklist is in "Disabled" status:
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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:
  
 
[[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, 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".
  
  
  
To update, clone, or delete an item, press "Update", "Clone", or "Delete":
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To update, clone, or delete an item, click "Update", "Clone", or "Delete":
  
[[File:View item.png|border|900px]]
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[[File:View item.png|border|1000px]]
  
 
=='''Checklist view'''==
 
=='''Checklist view'''==
  
  
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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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|900px]]
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[[File:Checklist view.png|border|1000px]]
  
 
<span style="color:red">'''Note:'''</span> the checklists in use cannot be deleted or updated.
 
<span style="color:red">'''Note:'''</span> the checklists in use cannot be deleted or updated.
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Here is an example of how the checklist may look like from a vendor's side:
 
Here is an example of how the checklist may look like from a vendor's side:
  
[[File:Checklist_vendor_view.png|border|900px]]
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[[File:Checklist_vendor_view.png|border|1000px]]
  
 
The manager can access the job cheklist by clicking on its <U>[[Job view#Checklist|name in job view]]</U>.
 
The manager can access the job cheklist by clicking on its <U>[[Job view#Checklist|name in job view]]</U>.
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[[File:Redirect.jpg|40px|link=job checklists]] Back to the '''table of contents'''.

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.