Checklists - Main Screen - Overview
- Checklists include:
- Job Selections, which allow a user to select different jobs from a VAC as they perform various tasks throughout the day. Job selection is built as onscreen questions and possible responses.
- Safety checklists, which prompt a user to select from onscreen responses.
- The main body of the Checklists main screen contains the list of Checklists along with several columns of summary data for each.
- Actions that may be executed for individual Checklists are accessible using the carat icon under the far right hand column for each record.
- Summary information on each Checklist can be displayed by clicking on the “information” icon toward the right side of each row (after the “Vehicle Profiles” column).
- The blue buttons on the right side of the screen just above the list allow you to add new Checklists or refresh the data displayed on screen.
Checklists - Main Screen - Sorting
- You can sort the list by any of the columns by simply clicking on the column header.
- For example, if you want to sort by Checklist “type,” click on the Type column header.
Checklists - Main Screen - Select a Checklist
- To select a Checklist to work with, simply click on that Checklist’s name. Clicking on the Checklist name will take you to the detail screen for that Checklist.
Checklists - Main Screen - Adding a Checklist
- To add a Checklist:
- Click on the “Add” button from the Checklists menu.
- Enter details for the Checklist. Click here for more information.
- When finished, click on the “Save” button at the bottom.
- You can also add a new Checklist from the detail screen of an existing profile. Click on the “Add” button at the bottom of the screen.
- For more information on how to navigate the Checklist detail screen and explanations of applicable properties and settings for a profile, please see section two of this module.
Checklists - Main Screen - Editing a Checklist
- To edit a Checklist, select the carat icon at the far right of a Checklist row.
- From the options, click on the "Edit" button.
- The checklist detail screen will open with fields editable.
Checklists - Main Screen - Delete a Checklist
- To delete a Checklist, select the carat icon at the far right of a Checklist row.
- From the options, click on the “Delete” button.
- A confirmation window will open. Click on “OK” to confirm that you wish to delete the record (or records).
Checklists - Main Screen - Duplicate a Checklist
- You can duplicate a Checklist by clicking on the carat to the far right of the Checklist main screen. When you click on the arrow, you’ll see options to Duplicate, Edit, or Delete. Click on "Duplicate."
For more information about navigating the Check List screen and explanations of the applicable properties and configurations for a profile, see Checklist details.