Associated Feature(s)
FEA122 -Maintain checklists for personnel prior to/following visiting sites or regular intervals.
This feature is currently X9 back office only. This will be coming to LIVE mobile soon
Checklists allow you to specify a list of tasks to carry out. These can be linked to service routines, personnel members etc.
You can set a default departure, arrival or completion check list for each service routine you create. You can also set a check list against a personnel member to remind them at a set interval.
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments115004572105mceclip0-1.png)
Checklists are found under the service menu.
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments115004572225mceclip1-1.png)
You can name the checklist, set the frequency you would like this checklist to be carried out at and configure the tasks you wish to be carried out.
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments115004643889mceclip0-1.png)
Within the personnel record you will find a checklist tab
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments115004643929mceclip1-1.png)
On this tab you can select checklist and then specify when it is next due
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments115004644209mceclip2-1.png)
The results of the checklist are then stored in the bottom half of this tab within the personnel record
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments115004597349mceclip2-1.png)
You can also link checklists to the service routines by opening the service routine module within the service tab.
![](https://help.solarvista.com/hubfs/Knowledge%20Base%20Import/help.solarvista.comhcarticle_attachments115004572285mceclip3-1.png)
On the tasks tab within the service routine you can select the checklists in the bottom of the window
Video tutorial to follow