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".

Restrict to Camera Feature

Navigation: Custom Fields & Checklist Settings  -->Job Fields  --> Single Picture / Multiple Pictures --> Restrict to Camera

The admin can set limitations on the checklist while uploading the pictures from the camera, only preventing the field executives from uploading the old images.

1. Select the “Settings” module from the left navigation menu, and under the “Custom Field and Checklists,” choose the “Job Checklist.” 
 

2. 1. Job Category – Select the “Job Category” from the drop-down list for creating a job checklist.

2. Select “Job Status” to create the checklist.

Drag and drop the component and click the “Single Picture / Multiple Picture” to modify the settings.

3. A checkbox on the ‘Restrict to Camera’ will restrict the field executive from uploading live pictures only. (Picture upload from the gallery is restricted).

4. Click the “Save” button to save the settings, and click the “Save Checklist” button to save the Job checklist. 



3. A dialog box will appear. Click the “Update” button.


4. The Job checklist is updated successfully.


Mobile:

From the Zuper Mobile App, the field technician can only upload the live image captured.

1. Select the "Jobs" module from the top-left hamburger icon .


2. Select any of the jobs to view the Job. Click the “Change Status” button to modify the Job status.


3. Select the “Status.” 

4. Fill in the checklist to complete the status update.
 


5. Click the “Submit” button to update the status.

    

 5. The status is updated successfully.

 

With this feature, the business can restrict to taking only live pictures from site and not upload an old picture from Gallery. 

Restrict Job Status Update

Navigation: Custom Fields & Checklist Settings  -->Job Fields  --> Checkbox / Radio Button / Dropdown --> Restrict Status Update

The admin can set limitations on the Checklist while updating the status, preventing the field executives from uploading the status further.  

1. Select the “Settings” module from the left navigation menu, and under the “Custom Field and Checklists,” choose the “Job Checklist.” 
 

2. 1. Job Category – Select the “Job Category” from the drop-down list for creating a job checklist.

2. Select “Job Status” to create the checklist.

Drag and drop the component (Dropdown or Checkbox Input or Radio Input) and click the labels “Select / Checkbox / Radio” to modify them.

3. A checkbox on the ‘Restrict Status Update’ will restrict the field executive from further Job status. Click the “Save” button to save the settings,

4. Click the “Save” button to save the settings, and click the “Save Checklist” button to save the Job checklist. 



3. A dialog box will appear. Click the “Update” button.


4. The Job checklist is updated successfully.



Mobile:

From the Zuper Mobile App, the field technician can only upload the live image captured.

1. Select the "Jobs" module from the top-left hamburger icon .


2. Select any of the jobs to view the Job. Click the “Change Status” button to modify the Job status.


3. Select the “Status.” 


4. Fill in the checklist to complete the status update.
  

You cannot proceed with the status update due to the restriction set.

The business can limit/restrict the status update based on the checklist answers. For Eg: If the technician says “Started” and the Checklist has a question, “Did you check if all the parts are delivered?”. If the technician chooses “No”, now the business can prevent the technician from Starting the Job since the Checklist is not satisfied.

Custom Job Fields:

Dependent Field

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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