How to Create a Job Checklist and custom job fields?

How to Create a Job Checklist and custom job fields?

Job Checklists are tools that can be used to overcome the pitfalls of manual processing. This job checklist ensures that a Field Technician carries out his/her tasks in a consistent manner. Administrators or Supervisors can create checklists for specific job statuses. Such checklists will prompt the Field Technician to verify whether they have completed a specific job in a satisfactory manner. 

 

Creating a Job Checklist

  1. To create a New Job Checklist, navigate to the "Settings" module in the Menu.
  2. Locate the "Custom Fields and Checklist Setting" section and select "Job Checklists". 
  3. In the "Job Checklist" page, choose a job category in the "Select Job Category" dropdown.
  4. Now select a specific job status from the "Select Job Status" dropdown.
  5. Choose between a Single-Page/Multi-Page view under "Checklist View Type".
  6. On the "Job Fields" page, you can view the different types of fields available at your disposal under the "Available Components" section
    • Single-Line Input: This allows you to create a field to enter a single line of free text.
    • Multi-Line Input: This allows you to create a field to enter multiple lines of free text.
    • Date Input: This allows you to create a calendar field that can be used to select the date.
    • Time Input: This allows you to create a clock field from which you can select a time.
    • Date & Time Input: This allows you to create a field where both date and time can be selected.
    • Dropdown: This allows you to create a dropdown field with a required list of options.
    • Checkbox Input: This allows you to create checkboxes where a set of options can be checked.
    • Radio Input: This allows you to create a radio input field where only one of the listed options can be selected. 
    • Single Picture: This allows you to create a single picture field where an option can be checked. 
    • Multiple Picture: This allows you to create multiple picture fields where a set of options can be checked. 
    • Lookup: This allows you to create lookup fields for product modules where only one of the listed options can be selected. 
    • Signature: This allows you to create a signature for product modules where only one of the listed options can be selected. 
    • Section Header: This allows you to create a section header for product modules where only one of the listed options can be selected. 
7. If you want to prefill the checklist, Set "Yes /No" for "Allow Prefilling Answers for the Checklist.
8. From available components, select the required type of field and drag it into the "Current Job Checklists" section and click on the component to edit it. Once you have edited the checklist to meet your requirements, click on "Save Checklist".

Custom Job Fields:

Navigation:  Settings -->  Custom Fields and Checklist Settings -->Job Fields  --> (Select the single line / Multiple line input) --> Choose First Option by Default.

The user can set the Choose First option as the placeholder while predefining a checklist or custom field as default. 

Select the “Settings” module from the left panel and choose the “Custom Fields & Checklist Settings,” and select the “Job Fields” section.




Under the current job custom fields, when you choose from your selected custom fields, then a pop-up will appear. 

Mark a check on the tiny “Square box” to define the “Dependent Field.”

 Select the “Save” button to add the custom field for the checklist. 



3. You can view the custom fields and the predefined option set for the checklist while creating a new job.




Custom fields defined by a business often have dependent aspects, and they play a substantial role in ensuring checklist progress. While creating a new job, proper validations are performed for user-defined fields. 



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