Personnel Checklist

Overview

The “Checklist” tab houses items that the software will require to be marked completed before the personnel can be added to an order. Checklist items are initially created in the setup module>check list tab for orders, personnel, job site, and customer. Checklist items can be added, marked completed, or if recent checklist items have received changes, reloaded.

Detail

If an incomplete checklist item exists on one of the above options, the software will force a stop and notify you of the issue.

Steps:

-Right Click in the white area under checklist

-Select 1 of the 3 options

-Click mark completed to stamp an item as completed with your name and timestamp

-Click reset item to revert the item to incomplete

-Click reload items to load any recently created checklist items

-Click Save

Open