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Departure Checklist
  • 20 Mar 2024
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Contents

Departure Checklist

  • Updated on 20 Mar 2024
  • 1 Minute to read
  • Contributors
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Article summary

This article covers
What is a Departure Checklist?
How to Setup your Departure Checklist

What is a Departure Checklist?

1. When the lead or driver clicks Departed . . .


2. A Checklist of items will appear, reminding the tech to take the items with them. No tools or equipment left on the jobsite!

Note
Which items appear depends on which tasks were added to the field ticket, or some items will show up on every ticket, all according your branch settings. (Nothing will show up if you have not set up your departure checklist)


3.  The technician will then check Yes, No, or N/A for each item.


4. Finally, the tech will sign off on the Departure Checklist.

5.  A record of departure checklist’s can be viewed on the desktop app by going to Reports > Job Reports > Departure Checklist.


How to set up your Departure Checklist

1. Go to File > List Management > Departure Checklist


2. Click the "Add New" button to add in items that you want to pop up on the departure checklist.


3. Give the item a name.

4. If no tasks are associated with this item it will always show up on the departure checklist no matter what.

5. Associate with tasks so that this item it will only appear on the departure checklist if that task was used on the Field Ticket.

5a. Click add > click the ellipsis Next to task

5b. Highlight your task, and click select.

5c. Click okay.

5e. Add additional tasks as needed.

6. Additionally, you can pick a question and answer, so the item will only show up if the task was added AND the question was answered in a certain way. 


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