Add checklist to order

Checklists are commonly used to provide workers with step-by-step guidance and to collect specific measurements as required. These checklists can be created from scratch by your company or selected from a pre-existing library in Handyman Office and Handyman Mobile. Once the checklists are available, they can be added to an order.

Checklist menu consists of:

• Add

• Edit

• Share

• Delete

• Declaration of conformity

• Show order signature

Add:

When you add a checklist, you will get a list of available checklists to choose from. If you want to give the checklist a name, you can do so in the Name field. If you have a long list of checklists, there is also a field to search if you want to limit the list.

When you have selected a checklist you will see the checklist items for the selected checklist in the right section of the window.

Edit:

If you double-click the checklist or select add you can fill in/edit the checklist.

Share:

Share gives you some shortcuts to share selected checklist to preview, printer, email or Boligmappa

Delete:

If you want to delete a checklist you will be asked if you are sure before the checklist is deleted.

When selecting yes, the checklist is deleted.

 

 

Declaration of conformity:

For checklists that are linked to a declaration of conformity, this option will be active in the menu and you can fill in the correct standards and regulations. The comment will only appear on the declaration of conformity, not on the checklist.

 

 

Show order signature:

 

If the order is signed by customer or user this choice will be active and you will see the signatures and dates.