Responding to a Checklist
- Lamont Eddins
Responses can be added from the work order for a checklist. This is another option to ensure checklist questions are being answered. It also supports technicians who are checking in and out of a work order with IVR and need assistance with the checklist. The responses are immediately posted and available for you and the client. You can also modify the responses to the checklist.
- Locate a work order and click the View Details button to open the work order details
- Click the Checklist link to open the Checklist details
- Click Add Checklist Response button to open the modal
- Answer check-in segment question(s)
- Answer check-out segment question(s)
- Click the Save button to add your responses
Responding to a Checklist per Asset
Checklist per Asset is a specialize checklist that focuses on answering specific question(s) based on the amount of asset(s) on the work order. Whenever this is the case, the individual asset must have their checklist per asset segment answered. After responses have been posted, they are easily modifiable. Responding to Checklist per Asset can be done within SC Provider Mobile as well.
- Locate a work order and click the View Details button to open the work order details
- Click the Checklist link to open the Checklist details
- Click the Add Checklist Response button to open the modal
- Answer check-in segment question(s)
- Answer check-out segment question(s)
- Optional: If there is more than one asset, use the drop-down arrow to select a different asset
- Repeat steps 4 and 5
- Click the Save button to add your responses
Modifying Checklist Responses
Responses can be edited while the work order is still In-Progress. This allows you to make updates or correct any potential mistakes during the initial response.
- Locate a work order and click the View Details button to open the work order details
- Click the Checklist link to open the Checklist details
- Click the Edit link to open the responses
- Modify the responses
- Click the Save button to update and add the responses
Downloading a Checklist
You can download a checklist from a work order. This allows you to have a hard copy of any checklist that is associated with a work order. This includes is a work order has a checklist per asset attached and you can download the checklist for each asset. The checklist is downloaded into a PDF file.
- Locate a work order and click the View Details button to open the work order details
- Click the Checklist link to open the Checklist details
- Select a particular checklist to download
- Optional: If an asset is attached, use the drop-down to select the asset
- Click the Download Checklist button to download the checklist
