Skip to content
SubClik

Fill in the job checklist (pass / fail tests)

Some job types (installations, services, PAT tests…) have a checklist. You answer it as a step of Finish job, and the answers are saved with the job.

Where: Engineer app › Jobs › job › Finish job › checklistFor engineers, Owners, admins, dispatchers

Step by step

  1. In the finish steps, the checklist step is titled with the job type, for example "Installation checklist".
  2. For a test, tap Pass, Fail or Not tested.
  3. For a tick item, tick the box when done.
  4. For a text or number item, type the value.
  5. Items marked required must be answered. Tap Next.

Rules

Your answers are saved when you tap Next, even if something is still missing, so nothing is lost.

If a required item is missing you see "Still to do: …" and stay on the step.

If a test failed, the phone asks whether to continue anyway. If the machine needs parts, choose Yes, needs parts on the later step.

The checklist itself (the items, which are required) is set by the office for each job type.

Ideas to try

  • Ask the office to add a short checklist to your service visit job type: clean feed rollers, check fuser, test print, update firmware. It makes every service the same.

Questions

Where do the checklist items come from?

From the job type. The office sets them in Settings › Job types.

Does the customer see the answers?

They are saved with the job for the office. Ask the office whether they appear on your job sheet.

Works together with