Pending Checklists Page V8

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

Users with the role Dealer admin can find the Pending checklists page under configuration in the menu.

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

Pin Checklist

Open the Sidebar menu and go to Configurations:

Select Pending Checklists to open the page.

Managing Checklists per Pin Type

To add checklist to a pin, click on the penxil icon on the right side:

Here you can add and edit the checklist connected to this pin.

It is possible to add a VIN number to the checklist, then the checklist will only be added to workorders with the corresponding brand.

Only eligible checklists are shown in the dropdown.

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.

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.

Intervention Checklists

This feature automatically assigns a checklist to the intervention based on the words in the intervention title.

Select Intervention Checklists.

If the intervention on the workorder matches the intervention title entered, the checklist will be linked to the intervention.

For example: If the title is set to Brakes and transmission, the intervention must also contain both the words brakes and transmission.