Checklists are an extension to work orders that makes it easy to handle work tasks related to routines. The functionality is used in many different ways, everything from bicycle service, winter storage of tires and quality control of watches. To find all checklists, log in to the Loomis-Pay administration panel and go to Work orders > Checklists

Checklists are an extension, and this is not available to everyone. Contact support to activate this

Example

In this example, you can see how we have set up a spring check of a bicycle. Points and fields are filled in as needed. When this is used in a work order, the user decides on the point by choosing between Yes / Not considered / No and optionally adding a note. The checklist appears on the work order (PDF) and is often included as part of the documentation of the work to the customer.

Creating checklists

To create a new checklist, log in to the Loomis-Pay administration panel and go to Checklists. Select New checklist at the top right.

Give the checklist a name that you will easily recognize, and click + to add new lines to the checklist. Select save when you are finished. Note that the checklist can be adjusted on an ongoing basis.