Pin 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
Dealer admin rol can find this configuration page in the Menu.
Where to Find Pin Checklist?
(Dealer Admin rol) Open the Sidebar menu and go to Configurations:
Select Pin Checklists
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.
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.
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