Roles: Administrator & Employee | Interface: Web
To enhance visibility and management of checklist-based services, a new “Has Checklist” column has been introduced in all service-related reports
Key Features
New Column Added: The “Has Checklist” column is now available in all service-related reports.
Quick Identification: Users can instantly see which services have an associated checklist.
Flexible Reporting: The column can be added to your report views, used for grouping, and is available in filter options.
Assignment Visibility: When assigning services, the checklist status is now visible, improving workflow transparency.
How to Use the “Has Checklist” Column
- Select one of the Service related Report templates "Completed Service" or "Scheduled Service"
- You can add the "Has Checklist" column as an optional data field
The column is available in filter options, though direct filtering is not currently enabled.
Benefits
Improved Clarity: Easily distinguish between services with and without checklists.
Better Management: Streamline workflows by focusing on checklist-based services.
Enhanced Reporting: More flexible and informative service reports.
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