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 for new and used vehicles.
This will also allow for 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 from Health Checks (e.g. a service checklist).
Using Checklists Within the Workshop
Checklists can be added to Workshop operations when creating a job. Within the Booking screen having filled in the job details; click Add to load up the information screen for a new operation.
Once the Checklists have been enabled, this field will display to select which form you wish to assign
to the operation. This is simply then selected by using the dropdown field, highlighted above.
Only Active Checklists will appear in this dropdown, with questions listed against them that have been
marked for inclusion in this department.
It is worth noting this field can remain as ‘Please Select’ if you do not wish to assign a checklist to the
operation. If you choose not to enable checklists, this field will not display at all for selection.
As you now have the capability to add multiple forms to a single workshop job, if a form has already
been selected against an operation, it will no longer appear in the dropdown for subsequent operations
which you create.
Checklists can be assigned to workshop operations through the Booking Screen when Receiving Jobs,
Amending Jobs and the during the Invoicing process if required.
The checklist assigned to an operation can be altered up until the point it is started by a technician.
Once the checklist has begun to be filled in, from this point when drilling into an operation, the field will
be greyed out and unable to be changed.
If you have a single form assigned to a workshop job, this will be printed based on the pre-existing parameters within the Health Check Parameters screen.
To check these, go to:
Workshop > Parameters > Health Check > Parameters
Here you can set this to print off with either the job card, the invoice or both. If there are multiple check sheets against different operations, regardless of these parameters, the forms will not print automatically. To print these, you will need to go to the Job screen and click the Health Check button.
This will then ask you which form on the Job you wish to view and drilling into this will display the form. From here you can select Print in order to get a hard copy of this to pass to technicians or to show the customer.
Please Note: With the Checklist function enabled, there will no longer be a prompt that states ‘Does this Vehicle requires a Health Check?’. Selecting the checklist associated with the operation, or if that has been pulled from a dictionary will not trigger the health check to be completed.
If no checklist is selected, it will not trigger this to be completed.
If you do not enable the Checklist function, this will continue to prompt as normal.