Creating Your First Checklist

Source: This article refers to Creating Your First Checklist
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Second Lesson

So you just created and released your first release call! Congratulations!

Let's head on over to the Knowledge Management app now and have a look at the checklist designer and template management features.

Introduction
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Why Checklists?

Checklist templates allow you to standardize service and ensure that the best practices and processes are being used for every scenario.

In this lesson, you will learn the following:

How to navigate to the Knowledge Management app from the Workforce Management app.
How to create a checklist using the Checklist Designer feature.
How to activate a checklist template.
How to view the checklist template on the mobile app.

The idea behind this lesson is showing how templates created and managed in the Knowledge Management app can then be used and accessed by employees in the mobile app.

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1   |   Log in

The credentials you received with your trial account are valid for all Coresystems Field Service apps.

  1. Navigate to the following:
  1. Enter your credentials.



  2. Click Log in.
Account Log-in
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2   |   Create Checklist

Welcome to the Knowledge Management app!

What you are looking at now is the Template Management screen, used to manage checklist templates.

Now, let's go ahead and create a new checklist template by completing the following:

  1. Select the "add" icon + button.
  2. The application will now display a dialogue for you enter some basic information. Go ahead and give the checklist template a name, and add a new category. When complete, click okay.



  3. Now you are in the Checklist Designer screen, where the real fun begins.

    Go ahead and drag and drop as many elements as you would like into the designer. For bonus points, you can give names to these checklist elements!



  4. When you're finished dragging, dropping, ordering and re-ordering the checklist elements, you can then select the back arrow to navigate to the Template Management view. All changes are automatically saved.



  5. And there's your brand new checklist template!



Congratulations on creating your very first checklist template in Coresystems Field Service Management! Now let's take a look at it in the mobile app.

Read more Knowledge Management
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3   |   View on Mobile App

Now let's take a look at what you put together in the Knowledge Management app:

  1. Log into the mobile app using the same credentials you used in the last lesson.

  2. Go ahead and select the Sync option. The company data will then be downloaded, including the new checklist you just created.



  3. Next, you will navigate to the Checklist tab.



  4. Go ahead and click the + option above and choose the Create Checklist option.



  5. Look familiar? That's your checklist! Go ahead and select it below.



  6. Now you will need to select an "object". Go ahead and select Activities.



  7. Remember the activity we created in the last lesson? Well, let's go ahead and select it here.



  8. Now go ahead and select Save above.



  9. You can now go ahead and take a look at the checklist you created!



Read more Field Service Mobile
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Taking it In

Congratulations on creating and activating your very first Checklist template in Coresystems Field Service Management!

With the Knowledge Management app, you can acheive new levels of customer delight and operational excellence.

Before we move onto the next lesson, let's take a look at what we covered in this lesson:

How to navigate to the Knowledge Management app from the Workforce Management app.
How to create a checklist using the Checklist Designer feature.
How to activate a checklist template.
How to view the checklist template on the mobile app.
How to link the checklist to another object.
Quick Review
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Next Steps

If you're ready for the next step, let's head back to the Workforce Management app and see how skills can be used match technicians to service calls!

Next Steps
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