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Profile - Checklist Settings
Checklists can be assigned to a stage in the time entry process or against the job.
Each stage can only have one checklist but the job checklists can be any or all of the available checklists.
Please refer to
Checklist Setup for information on how to create a checklist.
After Start Travelling
When the Mobile users clicks Start Travel then this checklist will fire and need to be completed.
After Check In
Once the Mobile user clicks on Check In then this checklist will fire and need to be completed.
Before Check Out
When the Mobile user clicks on Check Out they will be asked to complete this checklist.
After Add Time Entry
When the time entry is completed by the Mobile user and the user clicks the Save button they will be required to complete this checklist.
After Add Material
When the Mobile user has added Disbursements (Materials) to the time entry or job they will be asked to complete this checklist.
After Task Completed
When the Mobile user is setting the Task to a status of completed then the checklist assigned to this event will fire.
Before Post
If the Mobile user is in the Job Details screen and selects to post the time and materials directly to the job they will be asked to complete this checklist.
Select Job Checklist
Delete Checklist Results
Tick on this option to allow the user to remove the check list results from the TimeTrak database.