Procedures

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Add a Check List to a Call

Check Lists can help guide Customer Service Representatives and Technicians through a series of steps for completing a Call

1. Go to Call > Check Lists tab.  The grid is initially blank
2. From the Check List Def drop down menu, select the Check List you want to use.  The Check List Items load in the grid

Complete a Check List Item

Method 1:

• Highlight an Item and from the Extended Menu, select Mark Item(s) Complete
• The system automatically fills in Actual Date and Comp By (Completed By) columns
• You can manually enter details in the Results column by double clicking in the Results column

Method 2:

1. Open a Call form (in EDIT mode or not) and click on the Check List tab
2. On any Check List grid Item, click the checkbox in the Compl. column (the Actual and Comp by columns will auto-fill)
3. Select a Result option from the drop down in the Result column (record must be in EDIT mode for this)
4. Category and Sub Category may be selected from the drop down menu in their respective columns