Create a new checklist from the Workforce Management and make it mandatory.
When you open up your Workforce Management and select a Service call, the widget on the right hand side displays a new item called Checklists:
Click on the plus on the top right of the checklist and then add a checklist, you want to add to the assignment for the technician to complete.
Note that you also have the ability to mark it as mandatory:
Once saved this will be on the assignment for the technician to fill in without having to select it him/herself.
Comments
Hello
how to set up an automatic assignment of a mandatory check list to any service call?
Thanks,
Phil
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