Adding a Checklist purpose

Adding a Checklist purpose

Objective

This optional feature allows mechanics to enter a text or select an intervention name as an explanative reference on why the selected checklist was performed. This reference will then appear on the checklist title bar in the appointment detail page for the receptionist to see.

Activation of purpose on a checklist

Contact support at support@claireit.eu with the checklist name that you wish to activate.

Entering the purpose

Once activated, every time the checklist is selected mechanics will have the option to enter a text manually or to select one of the DMS interventions from the dropdown selection.

Result

As for outcome, the purpose entered or selected will be shown on the checklist title bar on the appointment detail page as shown below.




    • Related Articles

    • Adding questions to a default dealer checklist

      The purpose of this feature is to have dealer admin able to add questions to a default checklist that will be visible to this dealer only. Step 1:  Click Checklists under Management in the hamburger menu. Step 2: Select a default checklist in Dealer ...
    • Adding a note

      Purpose This feature able you to add notes to a WO. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. Adding a note By clicking on this icon ...
    • Pausing a checklist

      Since Build 230, Claire offers a new feature to pause a checklist. Claire is encouraging uninterrupted workflow, but sometimes we cannot avoid unforeseen interruptions. Now this feature will save the progress  you made on a checklist and will allow ...
    • Adding a picture to a workorder

      In the work order a photo of the car can be added to prevent the technician from working on the wrong car. Adding the photo in very easy. You click on the photo button, take a picture and it is automatically added.
    • Reading car details

      Purpose The car details ables Claire user to review all information gathered about a car. Review car information is an important part of the Claire process. Details The navigation bar: At any moment, you can click on any of the element visible on the ...