The list in this section shows all the active checklists in the client.
An active checklist is one that is connected to one or more work groups.
If a checklist has been set as inactive it can be viewed by checking the box for inactive checklists next to the search field.
There are two methods for adding new checklists to Handyman Office.
Adding a pre-made checklist from a template that is included in the installation or creating the whole thing yourself.
Deleting a checklist depends on whether or not it has been used before.
If there is a connection to an order it will not be possible to delete it outright but it can be set as inactive.
In the edit window you have different tabs for information and configuration.
General
Editing checklists allows you to change most of the properties in a checklist as well as add points.
You are however not allowed to remove points if the checklist has been in use because that would create a discrepancy in the order history.
It is possible to change both the name and description of the checklist if your company uses a naming convention to organize checklists.
Checklists can be organized by categories (link to checklist category article) via a drop-down menu.
If you want to use a checklist to generate a declaration of conformity report you can select this via a drop-down menu.
The list of points can be modulated and organized with the buttons above it.
Here it is possible to add new main points and sub-points as well as change the order of points to better suit the company work flow.
For copyrighted checklists the buttons for moving points up and down are disabled.
Point types affect how the checklist is filled out and what definitions that can be used.
- Headings are simply banners with text and are mainly for grouping points in checklists.
- Carried out/Not relevant is a binary choice with 1 option that can be skipped.
- Yes/No/Not relevant gives 3 options where 2 are valid for completing the point.
- OK/Discrepancy is a binary choice without the option to skip the point.
- Text type points are used to display plain text on the checklist.
- List points present a drop-down list with options defined in the checklist setup.
- Numeric points are text fields limited to numbers.
- Date points opens the date picker in Handyman Mobile.
Point definitions make up the majority of customization options for a checklist.
- The drop-down menu for activating sub-points is used to make some points depend on the value entered for this point.
This is used to make checklists more dynamic by skipping irrelevant points when they are not needed. - If a point is required the checklist can not be finished without entering a value.
Setting a point as required will also disable the option to set the point as not relevant. - Do this before entry will prompt the Handyman Mobile user to fill out the point before any other work is done on the order.
- Approve materials and hours checks the order for entries in the Hours and Materials list.
- If the checklist is a declaration of conformity you can tag specific points to be displayed in the report.
- Order description mandatory prevents the completion of the point if the order does not contain a description.
- Show on printout makes the information on the point appear on the printed report of the checklist.
This option is normally turned off for points not containing any relevant information for the end customer. - Do not print if 'Not relevant' will hide the point from the printed report rather than showing an empty line.
- Additional information required makes the information field mandatory to complete the point.
- Measuring value adds a new field of the checklist for the participant has to fill out to complete the point.
- Must select from list is only available on list type points.
- Whole number only is a restriction that can be set on numeric points.
- Minimum and maximum value is a limitation that can be specified for numeric points.
- Instructions is the text displayed on the point in Handyman Mobile and can be used to explain what information is supposed to be filled in.
Settings
This tab contains the version information and copyright.
For checklists based on 3rd party templates this information is locked.
You can define titles for the checklist signature fields that appear on Handyman Mobile.
There is a checkbox for triggering a synchronisation when the checklist is finished and one for making the checklist available in Handyman Connect.
Printout
This tab governs the look of the printed report of the checklist.
Here it is possible to include information about the company certificates and the company logo, as well as other order elements such as hours, materials, and descriptions.
A drop-down menu allows you to change the general layout of the report.
The bottom section allows you to customize the banners for different sections in the report.
For copyrighted checklists this information can not be modified.
Attachment
If your checklist requires instructions or other additional information it can be attached as a file.
Group
Connection to groups determine what employees can access the checklist when working on orders.
Available groups are listed on the right side and these can be move to the left side to connect them to the checklist.
If you remove all the groups from a checklist it will be set as inactive.