Overview

When a service is scheduled for an asset, the workshop task will include a list of items for the mechanics to check off when performing that service. Each service type (B Service, C Service, etc) generally represents a different set of items (e.g. a B Service may only be a minor service, whereas a D Service may be a major service). Further, it is common that the items mechanics need to check off for the B Service for one vehicle might be very different to the items they need to do for another vehicle.

Checklists allow you to define the items that are needed for a service, and allows you to create different checklists for each combination of service type and vehicle. Checklists can also be created for other regular tasks that the workshop team carries out and can be included in any workshop task.

• Create checklists to list the items mechanics should check off when performing a workshop task.
• Group items together into sub-checklists and re-use those groups on multiple checklists.
• Checklist items can be shared between sub-checklists so they only have to be created once.
• Re-order items in a sub-checklist to affect the order they appear on a workshop task.

Video overview

Creating a checklist

1. Navigate to the Workshop → Configuration → Checklists.

2. Click ➕ in the header to create a new checklist.

3. Enter a name for your checklist.

   ❕Note: The name must be unique.

4. Add new sub-checklists, or attach existing ones as outlined below.

   To create a new sub-checklist:

   1. Click + Create Subchecklist and a new sub checklist will appear as its own tab.

   2. Enter a name for the sub checklist

      ❕Note: The sub checklist name must be unique.

   3. Add new items or attach items

   To attach an existing sub-checklist:

   1. Click + Attach Subchecklist and a new sub-checklist will appear as its own tab.
   2. Select the name of the sub-checklist from the drop-down list and the items from that list will appear.

   To create a new item within a sub-checklist:

   1. At the bottom of the current items for a sub checklist, click + Create Item.

   2. Provide a name for the item, and optionally a part number and quantity.

      ❕Note: The part number and quantity will show next to the checklist items name on the workshop task form when printed.

   To include an existing item within this sub checklist:

   1. At the bottom of the current items for a sub checklist, click + Attach Item button.

   2. Use the drop down list to select the existing item.

      ❕Note: Any changes to the associated part number or quantity you make will affect any other checklists that this item has been added to

5. Click Submit to save the new checklist.

Editing a checklist

1. From the Manage Checklist page, click on the edit icon ✏️ in the header.

2. Make the required changes, including renaming the checklist, the sub-checklist or the items.

   ❕Note: If changing the name of the checklist, the new name must be unique.

   ❕Note: Be aware that changes made on this checklist to its sub-checklists or items such as renames or changing the order may affect any other checklist that also includes the same sub-checklists or items.

3. Click Submit to save the changes**.**

Deleting a checklist

1. To delete a checklist, navigate to the Manage Checklist page, and click Delete Checklist from the Triple Dot Menu.

   ❕Note: If a checklist is set up within an active asset group, it cannot be deleted and the menu item won’t be visible.

2. You will be prompted to confirm that you want to delete the checklist. Click Delete to delete the checklist.

   ❕Note: This action is permanent.

Make a checklist inactive

1. To make a checklist inactive, navigate to the Manage Checklist page and click Mark as Inactive from the Triple Dot Menu.

   ❕Note: A checklist can only be made inactive if it isn’t defined on any asset groups, or if those groups are all inactive also. Marking a checklist as inactive will hide it from the list of checklists you can choose when adding to an asset group or on a workshop task.

2. You will be prompted to confirm that you want to mark the checklist inactive. Click Mark As Inactive to proceed..

   ❕Note: See below for how to make a checklist active again.

Reactivating a checklist

To reactivate a checklist:

1. Click Mark as Active on the Triple Dot Menu from the Manage Checklist page.
2. When prompted to confirm, click Mark Active.

Printing checklists

To print a checklist including its sub-checklist and items:

1. Navigate to the Manage Checklist page for the checklist you wish to print.
2. Select Print Checklist from the Triple Dot Menu.

In This Topic

Related Topics

• Asset Groups