Checklist Setting

1. Purpose

  • Support users in setting up checklist groups and checklists to meet business requirements for tracking and inspecting all vehicle equipment, accessories, etc.
  • After setup, the checklist list will be displayed in the self-inspection function on the Edriver app, allowing drivers to confirm after inspecting accessories and equipment, with results recorded in Search Statistics report»Record checklist report.

2. Implementation conditions

  • The user is granted permission for the Checklist Setting function on the CRM system.

3. Implementation instructions

  • Go to the menu Driver Statistics»Checklist Setting

- The display function screen consists of 2 parts:

+ Settings Section: Allows users to monitor the list of configured items and item groups for inspection.  

Add, Edit, Delete, Reorder Section: Allows users to add, edit, delete, or save changes to the position of items and item groups in the list.

 

Settings section: includes the following information

    + Group Name: The name of the group of items, freely entered by the user.

    + Item Name: The names of the items to be monitored and inspected, freely entered by the user.

    + Inspection Standard: Allows the user to enter the standard inspection details for each item.

Add section: Allows users to add new items to monitor and check

+ Press the Save button to add new content to the report, or press the Cancel button to discard the operation.

Edit, Delete section: allows users to edit or delete existing content by right-clicking on the content to be edited or

Save Sequence section: allows users to change and arrange the position of items to make it easier to track and check.

+ Click and hold the icon  to move it to the change location and release the mouse.

+ Select Save Sequence to save the new sort list, select Cancel to cancel the sort operations

+ Select the icon   to print the report

+ Select the icon   to download the report as excel

+ Select the icon   to Custom Field, Plate number field settings, Print signature settings

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