When a new order is created in Handyman, checklists can be automatically added to the order. The checklists will be added regardless of where the order is created: in Handyman Office, in Handyman Mobile, or via the ERP import.
Which checklists will be added can be determined using the following configuration.
In the order category, standard checklists can be defined. All these checklists will be added to new orders of this category.
Equipment / Equipment Category
For each equipment, standard checklists can be defined: Edit the equipment and go to the "Checklists" step in the equipment wizard. This configuration depends on the order type: Different checklists can be configured for installation, repair, and service orders.
If equipment categories are used, the equipment inherits its standard checklists from the equipment category. For an individual equipment, you cannot remove the checklists inherited from the equipment category. Checklists defined via the equipment category are always mandatory.
Configuration for standard checklists on the equipment category is almost identical to the configuration for the individual equipment.
Combination of order category and equipment category
In this advanced scenario, the checklists to be added to an order depend on a combination of order category and equipment category: Handyman will only add those checklist that are configured for both, the order category and the equipment category matching the new order.
To activate the scenario, edit the order category and activate the setting "Only add checklists already added to site equipment". To override this setting, activate the setting "Always add this checklist" for a specific checklist that has been added to the order category.
An order is created for a specific order category and for equipment belonging to a specific equipment category. The following table shows which checklist is added provided that the setting "Only add checklists already added to site equipment" is active:
|Is configured for the equipment category
|Is configured for the order category
|Status setting "Always add this checklist"
|Checklist will be added to new order