Create a Checklist, Assign Multiple Checklists to a Job, a customer, equipment or jobsite

Overview

The Multiple Checklists feature allows users to assign more than one checklist to a job. This enhancement enables greater flexibility, improved documentation, and better compliance with safety regulations.

Benefits of Multiple Checklists

• Enhanced Safety Compliance: Regulatory requirements can be managed with separate checklists for jurisdiction-specific safety measures.
• Better Workflow Distribution: Multiple crew members can work on different checklists simultaneously.
• Customizable Assignments: Default checklists can be assigned based on job site, truck, or customer preferences.

How to create/edit Multiple Checklists

Navigate to the Operator Checklist Section

Please note: Depending on your selected theme, follow the appropriate navigation step:

1. Classic Theme: Click the RW Logo in the top-left corner.
2. Clean Theme: Click the Resources button in the top navigation bar.
3. Select Operator Checklist from the menu.

4. From the Operator Checklist window choose a existing checklist by double clicking on it or highlighting and clicking on the "Edit pencil" on the top bar of the window.

5. In the Add/Edit Checklist window you can change its name, make the checklist Active, Required whenever attached or just Include With Job Ticket if not mandatory.

6. To add Actions to the checklist start in the right lower part of the window with adding a Name and Selecting a Type. Adding a Description is also possible. Once this is filled out click on the Add Action button which will add it to the left grid under Checklist Member Actions. You can add as many actions with different Types as required.

Assign Checklists to a Job

1. Go to Jobs/Dispatch and choose a Job.
2. You can add Multiple checklist and make them required by clicking on the "Checklist" button; clicking on the green "+"  or expanding the dropdown by clicking on the "arrow"
3. Required checklists will be enforced before job ticket submission.

Configure Checklists Default 

1. In Add/Edit Checklist window choose the "Checklist Defaults" tab
2. Assign default checklists to Equipment, Customer or Jobsite
3. Customer-specific assignments take priority over truck and job site defaults.

Viewing and Completing Checklists in ROTG

• The assigned checklists appear in the Checklists section under Ticket tab

• Operators have to complete required checklists before submitting a job ticket.
• Operators can individually add checklist (ex. Power lines checklist scenario) by clicking the orange "+"

Printing Checklists

• Users can print all or a subset of assigned checklists.
• In order to print a checklist from a Job got to Rapid ERP Jobs/Dispatch:

- choose a Job

- Click on Checklists

- Click on the "Printer" button on to print the Checklist you wish to

Managing Checklists

• Activate/Deactivate: Go to to RW Menu/ Operator Checklist and untick any of the "IsActive" boxes in order to prevent them from being assigned to new jobs.

• Duplicating a Checklist. While in the Operator Checklist window highlight a Checklist and click on "Clone". This will clone the entire Checklist allowing you to change its name.

• In order to delete a Checklist go to to RW Menu/Operator Checklist, open a Checklist and click the "Delete" button on the top of the window.