Checklists are used to collect information during a technician's onsite visit. For example, you may ask a lighting technician onsite for a repair or maintenance call to check that other lights are functioning properly and to note whether dark areas are noticed. Another example is for a technician, onsite to clean and disinfect a location, can also check whether any hand sanitizer stations are empty.

With this tool you can:

Configure Checklists for service providers and internal technicians to complete
View Checklist answers on the Work Order Details in both Service Automation and SC Mobile
Capture and save information for viewing within the Checklist Dashboard under Pilot Analytics Dashboard.

Articles in this Section

Configuring Checklists
Modifying Checklists
Viewing Checklist Answers in Service Automation and SC Mobile

Related Articles

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# of Work Orders with a Checklist
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Adding a Checklist per Asset
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Checklist by Category/Trade
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Checklist by Provider
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Checklist Dashboard
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Checklist Response Detailed Report
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Checklist Summary
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Checklists

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