Pending Checklists Page V8

Pin Checklists

The Pin Checklist functionality allows automatic assignment of predefined checklists to interventions based on the selected Pin type. This ensures consistency and saves time during Work Order handling.

How to activate

Dealer admin rol can find this configuration page in the Menu.

Or contact us at support@claireit.eu to enable this setting for your location.

Where to Find Pin Checklist?

(Dealer Admin rol) Open the Sidebar menu and go to Configurations:

Select Pin Checklist

Managing Checklists per Pin Type

When you open the Add Checklist modal:

You can see for which Pin type the checklist is being selected.

Only eligible checklists are shown.

Excluded Checklists

The following checklist types cannot be selected:

• Extra parts

• Quality

These checklists cannot be automatically assigned to a pinned intervention.

Changing the checklist order

When multiple checklists are assigned, you can click on the grey arrow icon to change the order.

Automatic Checklist Assignment

When a checklist is connected to a specific Pin type:

• It is automatically assigned to an intervention once that intervention is pinned with the same Pin type.
  

More information about assigning an intervention to a checklist can be found here.

Checklist Assignment Rules

Checklist assignment depends on the Work Order status and checklist type:

Appointment Status Checklists

• Can be assigned only when WO status is:

  • New car

  • Car check started

  • Car check completed

Info Checklists

• Can be assigned only when WO status is:

  • Info

One-time Checklists

• If a checklist: Can be completed only once, and Is already done or assigned to another intervention

  • ➡️ It cannot be assigned again.
    

Service Checklists

This feature automatically assigns a checklist to any service you accept through Customer Communication (Online Check-in), so the mechanic knows exactly what to check.

How to activate

Dealer admin rol can find this configuration page in the Menu.

Or contact us at support@claireit.eu to enable this setting for your location.

Where to Find Service Checklists?

(Dealer Admin rol) Open the Sidebar menu and go to Configurations:

Select Service Checklist 

On the Service Checklist page, a list of services configured at the location level will be displayed. The list can be verified on the Check-in Service page.

Managing Checklists per Services: 

When you open the Add Checklist modal:

You can see for which Service type the checklist is being selected.
The assignment, ordering of the checklists are already explained above in the Pin Checklists section.

When an accepted service is converted into an intervention, the configured checklists will automatically be displayed and assigned on the Service intervention.

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