Job checklists

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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, press "New checklist", specify the name, add notes if necessary, and press "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, 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

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:

Checklisttoggle.png

If you need to remove an enabled checklist from the dropdown list when adding jobs, press "toggle" to change its status to "Disabled".


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

View item.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

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.


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