01What it is
A checklist template is a named list of points to check, assigned to a type of work or to any. Active templates can be picked in the job quality check.
Template points are copied into the job. Changing or deleting the template later does not change lists that already exist.
- THE WORKSHOP STANDARD
- The same check whoever hands the car back.
- BY TYPE OF WORK
- One list after painting, another after a service.
- A COPY ON THE JOB
- Changing a template does not change past checks.
02What it is for
Fewer comebacks
A fixed list of points before the car goes back.
New staff know what to check
A template teaches the workshop standard.
A record of the check
The list of points stays on the job.
03Main options
Templates are a list and the template form.
Templates and their state
Name with description, type of work, number of points and state.
- Edit, switch off or on, delete
- A deleted template is kept as a copy in the deletion log
Name, type of work and points
A name and at least one point are required.
- Name up to 160 characters, unique
- Description up to 500 characters
- Type of work from the workshop configuration, or Any
- Points: one per line, each up to 180 characters
04Tasks step by step
- STEP 1Open Settings › Checklist templates and add a template.
- STEP 2Enter a name, pick the Painting type of work and type the points, one per line.
- STEP 3Save. The template can be picked in job quality checks.
- STEP 1Switch the template off on the list. Checks that already used it stay unchanged.
05Actions
The most common tasks around templates.
Add a template
A new list of check points.
Switch off
The template leaves the choice.
Quality check
Points copied into the job.
06What it connects to
Choose a module to see where checklists are used.
Check-in and handover
The check before the car goes back to the customer.
Go to the topicCheck-in and handover