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

Appointment details page

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

Also, if the purpose was selected from the list of intervention, a new button with a magnifier icon will be displayed. Click on it to only display the check(s) that has that intervention selected for the purpose. The magnifier will become green when activated. Simply click on it again to display all the checklists.

Pin

If the intervention selected has a pin and the person who did the check was a mechanic then it will be display in the pin's log.

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