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How to create a walkaround checklist, edit a checklist or hide a checklist

Here you'll find all the instructions that you need to manage your checklists.

Access the Module

Click on “Walkaround” from the services menu.

Accéder au Module

Then click on the “Checklist” button.

Liste de vérifications

Edit a Checklist Title

To edit the title of a checklist, click on the green button next to the checklist you want to modify.

Modifier

Then enter the new title.

nouveau

Note: Default checklists (Light Vehicles and Heavy Vehicles) cannot be modified.

Once you click “Save Title”, a confirmation message will appear indicating the title was successfully updated.

Sauvegarder le Titre

Hide and Show a Checklist

You can hide a checklist to remove it from your list by clicking the “eye” icon next to the checklist name

vérification

 

After hiding a checklist, you can display it again by changing the filter at the top of the page.

vérifications

If you need to reactivate a checklist:

  • Select “Hidden” in the Status filter
  • Click again on the “eye” icon

 

Statut

 

A window will open where you can click “Show checklist” to complete the process.

Afficher la liste des vérifications

 

Delete a Checklist

You can also delete a checklist. To do so, the checklist must first be hidden.

  • Select “Hidden” in the Status filter
  • Click on the “trash” icon next to the checklist you want to delete

Supprimer une liste de vérification

A confirmation message will then appear asking you to confirm the deletion.

Après cela, un message de confirmation apparaîtra sur l'écran  demandant à l'utilisateur de confirmer la suppression

Note: Deleting a checklist is irreversible. This action will permanently remove all associated responses and historical data.