Creating a Checklist
⚠️ Before creating a Checklist, you need to know exactly how your Rollout process should look like:
What are the statuses of your Clients during the Rollout?
For each of these statuses, which work steps are required in order to complete it?
Who is responsible for working on these steps?
Do you need different or additional work steps for individual Client (Groups)?
This gives you a good overview of the Checklists you need to divide your work steps into.
Settings
To create a Checklist, please go to Settings -> Checklists and click on "Create Checklist".
The Checklist settings define its appearance and behaviour:
Name
The display name of your Checklist.
Responsible roles
To work on the Checklist, the user needs to have a role equal or higher than the responsible roles.
On the Client Dashboard, the Checklist will only appear if the user's role is explicitly included in the responsible roles.
Checklist state is persistent?
Please refer to the documentation about Persistent Checklists.
Defining the Checklist steps
Each Checklist step should be an individual work step that
is important to take care of by the Rollout crew or Client user (owner) of the device
should take in information for the upcoming process of the Client
needs to be documented in the Client's history
A Checklist step consists of
a name and description that are displayed to the users
a type which is defining its behaviour
Checklist step types
Text only
A simple work step containing instructions.
Text input
A work step which includes the recording of information. ℹ️ Requires an input by the user to be completed.
Custom Field
A work step which takes in information and directly stores it in a Custom Field of the Client. ℹ️ Requires an input by the user to be completed.
Client Name
A work step which displays the Client Name of the Client for the user to interact with. ⚠️ Warning: Client users are not able to interact with this field.
Client Groups
A work step which displays the Client Groups of the Client for the user to interact with. ℹ️ Requires an input by the user to be completed. ⚠️ Warning: Client users are not able to interact with this field.
Move Client
A work step displaying a shortcut button for the user to open the "Move Client" modal. ⚠️ Warning: Client users are not able to interact with this field.
Link Client
A work step displaying a shortcut button for the user to establish a link to another Client. ℹ️ A certain link type can be pre-defined and will be pre-selected for the user.
⚠️ Warnings:
Requires any Client Link to be established through the shortcut button to be completed.
Client users are not able to interact with this field.
Delivery Sheet
A work step displaying a shortcut button for the user to open the Delivery Sheet. ⚠️ Warnings:
Requires the Delivery Sheet to be signed to be completed.
Client users are not able to interact with the Delivery Sheet.
Linking Checklist steps to Custom Fields
To achieve this, you can change the type of the step to Custom Field and select the corresponding Custom Field in the dropdown on the right.
On the right of the Checklist step, it will then render a component which represents the Custom Field:
Depending on the type of the Custom Field, a different component appears (dropdown, input, ...)
If the Client already stores a value for the specific Custom Field, the component is pre-filled with the value
Client users to not have access to the Client Detail View. However, by adding their role to the Responsible roles of the Checklist, they will be able to modify the Custom Fields you are assigning to it.
Conditions
To learn more about Conditional Checklists, please visit the page linked below:
Conditional ChecklistsLast updated