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Mandatory Checklist

We have technicians that regularly skip the checklist when in a hurry. We need a way to make them mandatory to complete the task and proceed to the next one.

Status: In Progress4 comments

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Comments4

  • bwm-dc

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    Sep 26, 2024

    Yes, a better way to require some sort of “job completion list” would be great. We currently don’t use the “checklist” feature at all, because our techs would never waste their time checking off the boxes. Instead I would rather have a form that they need to fill out, with questions like “feet of cable used,” “azimuth of customer radio,” and mandatory photos.

    Additionally, if photos/files are added to a task, there needs to be a way to somehow “migrate” those over to the customer’s account. I assume that if a Task is deleted, those photos would be gone… for sanity’s sake, I wouldn’t want to keep Tasks around for more than a year or two due to storage, but we might want to keep the photos from the installation. (We are self-hosted hence concerns about database growth and storage use)

  • Jesse Archer

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    Sep 13, 2024

    This would be a great an improvement

  • Chris Saxler

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    Aug 29, 2024

    Also to add to this mandatory photo’s and notes. Plus a tech should not be able to start a new task till finished the last task they are working on.

  • Chris Saxler

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    Jul 22, 2024

    Yes and be able to change these to fields so technicians have to enter info.