Checklists - Checklist Detail Screen - Overview

• Note that the elements of the detail screen differ between Job Selections and Safety Inspection checklists.

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Checklists - Checklist Detail Screen - Options:  Add, Duplicate, Edit

• In the bottom right of the screen are buttons for working with the Checklist detail screen.
• The “Go Back” link will take you back to the Checklist Main screen.
• The “Add” button allows you to add a new record.
• The “Duplicate” button allows you to add a new record by duplicating the current record that is open.
• The “Edit” button allows you to edit the current record.

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Checklists - Checklist Detail Screen - General Information

• The first section on the Checklist detail screen contains general identifying information as well as the number of behavior profiles and vehicles to which the Checklist is assigned.

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• To edit the identifying information, click on the “Edit” button on the bottom right of the screen.
• Click on "Save" when you are finished making updates.

Checklists - Checklist Detail Screen - Safety Inspection - Details

• The Safety Inspection details section of the page lists the questions and answers that are included in the Checklist.  To edit this information, click on the “Edit” button on the bottom right of the screen.

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• Note that when editing text boxes, the number to the right of the text box indicates the remaining number of characters allowed.

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• Questions and Answers can be edited with the corresponding textboxes.

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• The severity level of an answer can be set using the dropdown under the SEVERITY column.  Possible severities include Normal, Warning, and Critical.  Severity levels can be linked to reports and actions.

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• To associate an answer with a checklist that should be completed, click on the “Select” button for the corresponding answer.  A window will open in which you can select the checklist from the left side of the screen.  When you have selected it, click on OK.

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Click on "Select"

Select the Checklist

• To add a possible answer, click the “+Add Answer” button. Enter the answer in the textbox.

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• To adjust the sequencing of answers, use the up and down arrows on the right side of the screen.

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• To delete an answer, click on the “x” to the far right of the answer row.

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• To add a new question, click on the “Add a Question” link at the bottom left of the screen. Enter the question in the textbox; enter and/or add answers as needed.

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Click on "Add Question"

Enter Question and Answers

• To delete a question, click on the “X” on the far right of the question header row.

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• To duplicate a question, click on the duplicate icon to the right of the question header row.

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• Adjust sequencing of questions using the arrow buttons on the right side of the question header rows.

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• To add a Vehicle Action to the checklist, click on the “Add Vehicle Action” link at the bottom right of the page.  You will need to add Instructions in the text field, choose an Action from the Action dropdown box, and choose a corresponding Threshold from the Threshold dropdown.  For example, Motion for 5 seconds means the VAC needs to sense motion for 5 seconds before you can advance to the next question/action.

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Click on "Add Vehicle Action"

Add Instructions, Choose Action, Choose Threshold

• When you have finished making all necessary edits, click on the Save button on the bottom right of the screen.

Checklists - Checklist Detail Screen - Job Selection - Details

• If licensed, the Job Selection details section of the page lists the job categories and options that are included in the Job Selection.  To edit this information, click on the “Edit” button on the bottom right of the screen.

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• “Category” refers the text displayed to the user on the VAC explaining what the menu choices mean.
• “Category options” are the menu choices listed below the category.
• “Sub categories” are additional levels of a selection tree allowing the user to drill to a specific job.  You can add 2nd,3rd, 4th, etc. levels of sub-categories to any one or more categories.

For example, a category might be “Which shift are you working” and the options may be 1st, 2nd, or 3rd.  When you click on 1stin the UI, you can add a sub-category with its own options.  Continuing with the example, the subcategory might be “Where are you working” and the options might be “receiving dock, putaway, shipping dock.”

• Job code is a unique code linked to the specific job selected. This has to be assigned to the last possible selection in that job selection tree branch.  In the above example, if the 1st shift had all the subcategories but the 2ndand 3rdshift did not include shipping or receiving, the 1stwould not a have job code, but 2ndand 3rdin the first category would need job codes.  If the job code you want doesn’t exist, it can be added. ​

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• When you click on the carat icon to the right of a job category, you have the option to rename that category or delete it.

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• Clicking on the carat icon to the right of a job option allows you to choose between renaming the option, deleting the option, moving the option up or down in the checklist, adding an option before the current one, or adding an option after the current one.

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• You can also add an option after the last option in the checklist by clicking on the “Add Option” link.  In the textbox, enter the option name.  Click on the Job Code link to add a Job Code.  A window will open listing Job Codes.  Select the desired code and click on OK.
• When you have finished editing the Job Selection, click on the Save button on the bottom right of the screen.

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