Creating a checklist template is an administration function that requires access to Site Admin. Please contact your Site Administrator for assistance.
Create a checklist template
In Site Admin, go to Settings.
Use the search box to find Checklists.
Click the link in the relevant section, i.e. Quotes or Tasks.
Click Create Checklist.
Enter a name for the Checklist.
Click Add Item.
You might want to use the Cut & Paste button if you already have checklist items listed somewhere else (such as a Word document). Simply copy text into the text box after clicking the button.
Enter the details of the checklist item.
Continue to add items to the checklist until all items are listed.
Once your checklist items are all entered, you can configure the settings for each checklist item (as explained below).
Checklist item settings
The checklist item will be shown on either the Quote, Task or both (Task & Quote) by setting the checklist type.
This can be set against either individual checklist items or against the entire checklist using the field in the header.
Message on Pass
Message on Fail
Message on N/A
Tick this if you want an Email or SMS sent when the checklist item is marked as either Pass (Y), Fail (N) or N/A (Not applicable)
After saving the checklist, a icon will appear allowing you to create an Email or SMS template to be used for notifications. Refer to Event Messages to learn more about these fields.
Show Completed Info
Enable this option if you want AroFlo Field to capture the date and time of when the checklist item is completed.
Field users can use the completed info on the checklist item as a quick link to the Labour timesheet page and the start time will be pre-populated using the completion time on the checklist item.
This can be very useful for checklist items such as 'Arrived on Site' or 'Start Travel' where you want to capture and use completion info for populating a start time on a labour timesheet. It is not designed for populating the finish time on a labour timesheet.
Enable this option if you want to record the GPS location when the checklist Item is marked as Pass / Fail or N/A.
This can be useful if there is a dispute in the future, questioning where a user actually was at the time the checklist item was marked.
This is most useful for checklist items that represent work started or completed.
user's mobile phone has GPS functions enabled, location sharing enabled for the web browser, and is in range of a GPS signal (e.g. not in an underground carpark).
Users will be asked the first time they log into AroFlo Field whether they want to enable location sharing. If they choose 'Don't share', and later want to enable location sharing, they can do so in their browser settings.
Task Priority (KPI)
Enable this option if the checklist item would fulfil a Task Priority Response when marked as Pass / Fail or N/A.
Enable this option if the checklist item should be sortable in Office and Field. Users simply click and drag the sort icon as required.
Required (Quote Approval)
Enable this option if the checklist item needs to have a Pass / Fail or N/A marked before a Quote can have status of Approved.
Required (Task Completion)
Enable this option if the checklist item needs to have a Pass / Fail or N/A marked before a Task can have status of Completed.
Available Before Task Start
Used in conjunction with linked compliance forms, enable this option to make the checklist item available to users regardless of any pre-start compliance forms set for the job.
For example, you may want your field techs to mark off when they 'Arrive on Site' before they complete the required compliance forms linked to the job.
Start / Stop Timer
To have a checklist item automatically start or stop the labour timer on either a quote, task or periodic task, select Start Timer or Stop Timer, as required. Leave the default 'Not Set' option in place if you don't want to use this feature.
When a user sets a checklist item with the Start Timer option on it to Y and saves, the timer starts.
When they set a checklist item with the Stop Timer option on it to Y, they will be asked to stop the timer and create a timesheet entry.
Click to delete the checklist item.
Your Permission Group controls access to this feature.