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What is a checklist?

Checklists are sets of questions provided by your client and displayed to you in SC Provider. These questions can be mandatory or optional and may vary based on the work order trade, category, and location. If the checklist has check-in questions, you must answer the questions before the clock begins. 

When should I complete a checklist?

When a work order has a Checklist attached, you will be notified about the requirement to complete the checklist upon check-in in SC Provider. Only tracking the Repair time in SC Provider triggers the checklist flow. The notice will give you the option of viewing/completing the checklist before you begin the work or at the point of check-out.

When multiple check-in activities are required to get the work done, should I complete the checklist every time?

Every check-in activity (aka visit) triggers the checklist flow — on work orders with configured checklists. However, among the checklist questions, there may be those that should be answered only once — regardless of the number of check-ins. Thus, you will not be forced to re-answer that question on every visit, but you will always be able to update the response if required.

What are the Check-in Segment and the Check-out Segment?

Some of the questions from the checklist should be answered before you get down to work, for example, “Are you wearing the protective gear?”; while others are designed to collect information after the work has been completed, for example, “Did you clean the area after repairing the asset?”

Upon check-in, pay attention to the Check-in Segment section as it contains questions your client wants you to answer before you start working on the service request.

Upon check-out, provide answers to all the questions under the Check-out Segment section.

Within a checklist, a chosen URL as part of an acknowledgement question. You are required to click and open the URL as part of the acknowledgment. For instance, the chosen URL can be additional information or a disclosure. After viewing the URL, the radio button becomes active to continue or complete the checklist.

Not necessarily. Your client may set up checklist questions only for those trades / categories / locations combinations that they are interested in the most.

Can I update my responses?

While the work is being in progress, you can go back to the checklist questions and update your responses. Tap More on the work order, and then select the Checklist option.

You are expected to answer checklist questions to help the client collect more accurate information about your on-site visit and the work order completion. You will not be able to check out of a work order if you leave the required checklist questions without answers.

Your responses get attached to a work order. You can view your responses on the work order details screen > Checklists tab. Your client can view your reposnses responses on the work order details page in Service Automation and SC Mobile as well as in Analytics reports.