Overview
The Checklist functionality within the Workshop module has been developed to enable sites with
several different franchises the ability to create multiple health check forms. These can also be
utilised to create checklists for internal checks on new and used vehicles.
This will also allow dealerships to use multiple check sheet forms on a job. This will help to
drive Technician’s processes on an operation, as departments can create checklists separate to
Health Checks (e.g. a service checklist)
Checklists Parameter Setup
To enable the functionality of Checklists within your Pinewood DMS system, users will need to go
to the following screen:
Workshop > Parameters > Health Check > Checklist > Parameters
The parameter within this screen will enable the Checklist functionality for the department. This is a Department level parameter which will need to be enabled individually at each Workshop.
Once this is enabled at a dealership, users will be required to set up the Categories they wish to
appear on each Checklist.
To begin with, they will need to go to the following screen:
Workshop > Parameters > Health Check > Parameters – Categories Tab
Within this screen, users will need to add the categories for checks they wish to appear. Users are
encouraged to add any of the categories they wish to appear on any individual check sheet.
This is done by entering a Category description in the Category field and then clicking Add:
Once all the required Categories have been defined, departments will be required to add the checks
they wish Technicians to do for each Category.
These are created within:
Workshop > Parameters > Health Check > Parameters – Checks Tab
The questions users wish to be asked for any Category can be added and amended from this
screen. Simply select the Category you wish to alter the Checks for, from the dropdown selection.
Within the Edit Checks section, type in the details of the Check you wish to add or drill into an Existing Check you wish to amend.
You can also amend the order in which they will appear on the Check sheet using the ‘Up’ and ‘Down’
arrows.
Please Note: As Checks created are added at an Enterprise level, this check will appear across all of the
Company’s Workshop departments. These checks will not be automatically added to the Default Checklist of a department. This will need to be done manually. Therefore, if any checks do not relate to a department, they will need to be unticked within the ‘Department Inclusion’ screen.
This can be found via:
Workshop > Parameters > Health Check > Parameters – Departments Inclusions Tab
Once all of this has been set up, a user can then begin to define what they wish to appear on each
individual check sheet. These are set at an Enterprise level and will include all the Check Sheets
created by the Dealer Group.
To do this go to:
Workshop > Parameters > Health Check > Checklist > Headings
Click Add to create a new check sheet.
This will display the following pop-up:
After creating the title of your new Check Sheet, you will be able to define whether this check is a ‘Health
Check’ form. Users can select if you wish to set it as the default for this Workshop department. Users
will also have to mark the form as ‘Active’ if you wish for it to be available to use in the Workshop
Department.
The left-hand side displays the Categories. These can be added to the form as required, either as an entire category by checking the main tick box or as a single check from that category by using the drop-down option and selecting a single tick box.
As the form is built, this will display the categories and checks you have added on the right-hand side.
This concludes the set-up required for Workshop Checklists, for information on how to utilise checklists within Workshop, please see the following guide: