Skip to Content

Using Checklists

Overview

Checklists can be created for both pre-visit preparations and post-work completion. These checklists will be attached to all work orders that is created with that work order template. The FSA can complete the checklists using the Mobile Reach app.  

ch1.png

Figure 1: Checklists

Checklist Templates - Create a Checklist

Under “Checklist Templates” you can view existing templates or create a new checklist.  A list of available checklist templates will appear on the left, with the checklist details displayed on the right side of the screen.

Select Create Template to create a new template.

1764604456934-111.png

1764604467702-858.png

Figure 2 - New Checklist

Complete the following required fields under new checklist:

Company Name – Select the Company name from the dropdown list.

Template Name – Create a name for this checklist

Summary - Summary for the purpose of this checklist

Work Order Template – Select the work order template that this checklist needs to be attached to.

Status must be enabled.

Completion requirements - Select from the dropdown list:

  • Pre work – If the checklist needs to be completed before the work starts.

  • Pre-Complete – If the checklist needs to be completed before the work order is completed

  • Optional – If it is optional to complete the checklist.

  • Satisfaction Survey – This pops up after the Client Signature, and cannot be edited afterwards by the FSA.

1764604498819-377.png

Under the 'Details' field labels, you can enter up to 15 questions, however a Satisfaction Survey only supports 5 survey questions.

ch3.png

Figure 3: Configuring a Customer Satisfaction Survey

1764604519268-483.png

Select Save to save the checklist.

Select Configure Menu Items to configure the possible answers for the checklist (Field Values).

1764604536519-737.png

At the bottom of the screen there are some fields that you need to complete to configure the answers.

Select the field value from the drop down.

1764604551751-827.png

Type in one possible answer in the Menu Value 1 field e.g. yes or no

1764604569160-149.png

Select Add/update

1764604585112-168.png

Go through the previous steps to add other answers or add new answer to the other questions.

As soon as you are done select the Back option

ch4.png

When a new work order is created with a selected template, a checklist will be attached to the work order, and a checklist instance will be generated, identified by the work order number.  

If the work order is assigned to a user, the corresponding checklist instance will be automatically assigned to that same user.

If a work order is cancelled, the checklist instance will also be cancelled.

Checklist Instances

Select the Checklist Instances to view:

  • The checklist questions and possible answers

  • The Work orders to which the checklist is attached

  • The completed checklist

  • The status of the checklist

  • The user assigned to the checklist instance

ch5.png

Figure 4: Completed Checklist Instance

 

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC Helix Field Service Management 26.2