Why do checklists need updating?
Checklist templates are sometimes updated by GSG Handyman or template providers (for example, NHO Elektro) when regulations change or new checklist items are required. These updates are included in new versions of Handyman Office, but existing checklists in your system are not automatically updated — you must activate the new version manually and retire the old one.
How do I update a checklist to a newer version?
- In Handyman Office, go to Configuration → Checklist (CTRL+F7)
- In the left-hand menu, select New from template
- Search for the checklist template by name and select the updated version
- Assign the checklist to the same trade groups as the existing version
- Click OK — the new version is now active
- Return to the checklist list, find the old version, and either deactivate or delete it
New orders created after this point will use the updated checklist. Existing orders that already have the old checklist attached are not affected.
How do I know if a template has been updated?
GSG Handyman announces template updates in release notes. You can also check the template list in Configuration → Checklist → New from template and compare the version number or date of the available template against your current checklist. See also: Update a checklist to the latest version.