Checklist Setup
Within Stock & Accounting, an Eclipse Online Checklist can be created by going to the Sales drop-down menu under the Stock/Sales tab and clicking Eclipse Checklists.
Click on the Checklist type that you would like to use (RO Job Checklists for Service Jobs) and click on New Checklist.
New Checklists are best treated as Checklist groups
Enter a checklist name and click New Group underneath
Each new group created will be the selected Checklists
Give your Group/Checklist a name and click New Group Item
Group Items will be your individual list items within the Checklist
Enter a name for the list item, this is what will show in the Checklist.
Select the Item Type - This determines how the list item will function in the Eclipse Online App.
The Options are:
-
List - Prints a non-actionable list item.
-
Short Text - Allows for the person completing the checklist to enter a single line of text.
-
Multiline - A multiline notes field within the Checklist
-
Currency - Able to enter a dollar value
-
Number - Allows for a number to be entered
-
Signature - A box will pop up on the app where a signature can be entered
-
Yes/No - The most commonly used option. An on/off toggle will be situated next to the list item, allowing for each item to be ticked off.
Once selected, click Save at the bottom of the page.
You will then need to click on the Group in the left-hand side menu and click New Group Item again to add a second Checklist/Group item.
Keep repeating this process until all list items are entered.
On the final list item, you can tick the box Completes Checklist, this will mark the checklist as finished on the Eclipse Online app.
Using Checklists in Eclipse Online
Checklists can be added to Repair Orders on the Eclipse Online app by going to the Service Bookings screen and clicking on the Repair Order in question.
From here, go to the Jobs tab, click the three dots next to the job you would like to apply the checklist to, and select Add Checklist.
Once your checklist is applied, you can open the Job and view/action it through the Checklists tab.
If only one Checklist has been added in Stock & Accounting, clicking Add Checklist will automatically apply that one, otherwise you will need to choose which checklist/s you would like to show on this job.
Each Job can have multiple checklists added.