Checklists - Checklist Detail Screen - Overview
The detail screen layout varies depending on whether the checklist is a Job Selection or Safety Inspection type.
**Checklists - Checklist Detail Screen Options
The buttons in the bottom right of the screen allow you to manage the current checklist. Use Add to create a new record, Duplicate to create a copy of the current checklist, or Edit to modify it. Click Go Back to return to the Checklist main screen.
Checklists - General Information
The General Information section displays the checklist's identifying details, along with the number of behavior profiles and vehicles it is assigned to.
Click Edit to update the identifying information, then click Save when finished.
Checklists - Safety Inspection Details
This section lists the questions and answers included in the checklist. Click Edit to make changes.
The number displayed to the right of a text box indicates the remaining characters available.
Questions and answers can be updated directly in their corresponding text boxes.
Use the Severity dropdown to set the severity level for each answer. Options include Normal, Warning, and Critical. Severity levels can be linked to reports and actions.
To link an answer to a follow-up checklist, click Select for the corresponding answer, choose the checklist from the window that opens, and click OK.
Click Select.
Select the checklist, then click + Add Answer to add a new answer and enter the text in the provided field.
Use the up and down arrows on the right to reorder answers.
Click the X on the far right of an answer row to delete it.
Click Add a Question at the bottom left of the screen, enter the question in the text box, and add answers as needed.
Enter the question and answers, then click the X on the far right of the question header row to delete a question if needed.
Click the duplicate icon to the right of the question header row to duplicate a question.
Use the arrow buttons on the right side of the question header row to reorder questions.
Click Add Vehicle Action at the bottom right of the page, then enter the instructions, select an Action from the dropdown, and choose a corresponding Threshold. For example, selecting Motion with a threshold of 5 seconds requires the VAC to detect motion for 5 seconds before advancing to the next question or action.
Enter the instructions, select an action and threshold, then click Save when finished.
Checklists - Job Selection Details
This section lists the job categories and options included in the Job Selection checklist. Click Edit to make changes.
Note: Job Selection is a licensed feature.
Categories and Options
A Category is the heading displayed to the user on the VAC describing the menu choices. Category Options are the selectable items listed beneath each category. Sub-categories allow for additional levels within a selection tree, enabling users to drill down to a specific job. Multiple levels of sub-categories (2nd, 3rd, 4th, etc.) can be added to any category.
For example, a category might be "Which shift are you working?" with options for 1st, 2nd, or 3rd shift. Selecting an option such as 1st shift can then present a sub-category, such as "Where are you working?" with options like Receiving Dock, Putaway, or Shipping Dock.
A Job Code is a unique code linked to a specific job selection and must be assigned to the final option in each branch of the selection tree. For example, if 1st shift has additional sub-categories but 2nd and 3rd shift do not, the 2nd and 3rd shift options would require job codes while 1st shift would not, as it has further selections beneath it. If a required job code does not exist, it can be added.
Click the caret icon to the right of a job category to rename or delete it.
Click the caret icon to the right of a job option to rename, delete, reorder, or add a new option before or after it.
Click Add Option to add a new option at the end of the list, enter the option name, and click the Job Code link to assign a job code from the selection window. Click Save when finished.