Cablefolio

Field work

Checklists and work orders

Updated

A checklist is a procedure on a property — commissioning, handover, an annual service — ticked off step by step from a phone and signed off by the customer; a work order lists the devices, runs, and checklists a job covers.

Set up checklist templates

Templates are the procedures a checklist starts from. An owner or admin manages them.

  1. Open Settings, then Checklist templates.
  2. Press Add template and give it a Template name.
  3. For each step, type What to do and choose what it needs:
  • Needs a photo before it is ticked
  • Can be marked N/A, for a site that may not have the thing
  • Answer: No answer, Yes or no, A number (with a Unit), or Text, with an optional Hint
  1. Order the steps with Up and Down, add more with Add step, and press Add template.

A checklist copies its template's steps when it is made, so changing a template later never changes a list already on a property.

Start a checklist

  1. Open the property and press Add checklist in the Checklists heading.
  2. Choose a Template, or Custom (write the steps on the list) to start empty. The steps it will copy are listed below.
  3. Change the Checklist name if you like, and press Add checklist.

Work through the steps

Open the checklist. Each step is one row; tap anywhere on it to tick it. Who ticked it and when appear under it.

  • A step that needs a photo shows a Photo button and stays unticked ("Take a photo first") until one is attached. Take off removes the photo while the step is open.
  • A step that needs an answer offers Yes and No, or a box with Save answer, and stays unticked ("Answer the step first") until it is answered.
  • Mark N/A marks a step not applicable where the template allows it; Undo N/A reverses it.
  • Add note puts a note on a step; Edit note changes it.
  • To add a step, type it in New step at the bottom and press Add step. Remove takes a step off.

The list's facts show its Progress, and it is marked complete when the last step is done. Every tick is kept in the property's history.

Get the customer to sign off

  1. At the bottom of the checklist, press Sign off in Customer sign-off.
  2. Type the Signer’s name and Role.
  3. Under How they sign, choose Draw and have them sign inside the box with a finger, pen, or mouse (Clear starts again), or Type the name.
  4. Press Sign off.

A signed checklist is locked: nothing on it can change. An owner or admin can press Re-open, give Why it is being re-opened, and press Re-open again to unlock it. Earlier signatures stay listed under Earlier sign-offs.

Delete a checklist

Press Delete on the checklist's page. Whoever made the list, or an owner or admin, can delete it while it is not signed off.

Plan a job with a work order

  1. Open the property and press Add work order in the Work orders heading.
  2. Give it a Title, a State (Planned, In progress, Done, or Cancelled), the day it is Scheduled for, who it is Assigned to, and any Notes.
  3. Press Add work order, then open it.

Add lines to a work order

  1. Under Lines, choose the Kind: Device, Cable run, or Checklist.
  2. Choose the device, run, or checklist. Only what the property already has is offered, so add it there first.
  3. Add a Note if needed and press Add to the work order.

Tick a line's box when that part is done. The Materials section lists what to bring and how many. Removing a line takes it off the order only; the device, run, or checklist stays on the map.

Complete a work order

Press Complete and confirm. Every line is marked done and the order is closed. A work order has its own Customer sign-off, which locks it the same way a checklist's does.

Checklists and work orders print in the property's report. See Reports and sharing. A client account can read its checklists and sign-offs in the portal; see The client portal.