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.

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