In the beginning we would like to explain you the function buttons of this module. Afterwards you will be informed on certain operations like printing a checklist, creating a new one or modifying one of them.
You can find a table with the different checklists. The left column displays the brand the checklist is used for, the middle column the name or the description of the checklists, the right column provides two respectively three features:
By clicking on this icon you will open the respective checklist which you can look at, modify or print after.
By clicking the "Duplicate" icon you will add a copy of the list to the table. Afterwards you can modify this copy.
By clicking on the "Delete" icon you will remove the chosen checklist irrevocably. This is only possible for checklists you have added yourself.
Open a checklist to have displayed the following screen:
|If you have made any modifications to the checklist, please save them by clicking on this icon.|
By clicking this icon a PDF file of the checklist is generated which can be forwarded, downloaded or printed. The PDF file takes the state of the last saving. If you want to take recent modifications into account, please press the "Save" button before.
By clicking the "arrow" icon the state of the last saving is retrieved. Any modifications made since the last click on the "Save" icons will be rejected!
By clicking on the "recycling" icon any modifications to the checklists - even the saved ones - will be rejected! The original condition of the checklist will be retrieved. This feature is only possible for the default checklists.
By clicking on the "Delete" the opened checklist will be deleted irrevocabily. This feature is only possible for checklists you have added yourself.
By clicking the cross icon you will exit the checklist and return to the initial menu of the checklist editor.
Using available checklists
|Choosing a checklist|
Please select the required checklist. You can filter the displayed list by selecting a brand in the dropdown menu.
Open the desired checklist by clicking on the "edit" icon. On the left side you will find the stepts to be performed, on the right side you will find further steps you can add to the checklist (see modifying available checklists)
|Printing a checklist|
|Press on the "Print" icon to generate a PDF file.|
Open the tab "Print Options", to determine the additonal details (like logo, comments, potentials) you want to occur on the checklist. Having made any modifications click on the "Preview" button below to have them displayed in the print preview.
By clicking on "Download" you can download the PDF file which can be opened and printed afterwards.
If you use the web browser "Google Chrome" or any browser basing on it like "Opera" you will find a "Print" button in the footer which enables you to print the file directly without downloading.
You can forward the file via email as well: Open the tab "Email", enter the desired adress, a subject, a message and other recipients if required. Finally click on the button "Send Email". The file will be attached to the email.
Creating new checklists
Click on the button "" in the checklists editor.
In this manner you create a checklist in which you have to add every step by yourself. If you want to create a checklist similar to an already existing one, please follow the instructions of the chapter "Modifying available checklists".
Enter the name / the description of the checklist on the right side of the page and select the related brand.
Choose a step to be added by searching in the list or via search box on the right side. Click on the required step and hold the right mouse button while dragging the field to the desired process (dialog, workshop, ...) on the left side. Do not release the mouse button before a row with a dark background is displayed under the process.
You can destine the order of the steps by dragging a field to the appropriate position.
If necessary you can add the same step to several processes which means that even added steps are still displayed under "Available steps".
If you want to change the position of an added step, click on the respective field and drag it to the required position holding the mouse button.
If you want to remove a step from the list, click on the respective field and drag it in the area outside of the list holding the mouse button. If no row with a dark background is displayed while dragging, the step will be removed.
|Finally click on the "Save" button to save the new checklist.|
Modifying available checklists
|Duplicating an available checklist|
If you want to create a checklist similar to an already existing one without overwriting the original one, please create a duplicate of the original checklist at first. To do so click on the "Duplicate" icon in the appropriate row. After that this checklist is displayed two times in the table. You can modify one of these lists whereas the other one is not affected by the changes.
|Editing a checklist|
|Open the checklist by clicking on the "edit" icon.|
Adding a step: You can add a new step to the checklist by clicking the required field on the right side ("Available steps") and drag it to desired position holding the mouse button. If the desired position is highlighted dark grey, release the mouse button.
Changing position: Choose a field on the list on the left side of the screen and drag it to a new position holding the mouse button.
Removing a step: Choose the field to be removed and drag it holding the mouse button to the area outside of the list so that you can not see a row highlighted in dark grey.
If you want to undo unsaved modifications, you can click on thebutton which will retrieve the state of the last saving.
Finally click on the "save" button to save the modifications.
If you have created a duplicate, make sure to change the name of the checklist in order to distinguish it from the original one.