Smartapp.com

Overview

This feature allows checklist templates to be associated with specific trades, ensuring that users only see the templates relevant to their trade.

Key Features

1. Trade Association for Checklist Templates

• Purpose: Display checklist templates based on the user’s trade association.
• Configuration: Trades can be associated with checklist templates during their creation or through the checklist configuration settings.

How to Use

Associating Trades to Checklist Templates

1. During Template Creation:

   • Open the Checklist App designer.
   • Click the "+" button to create a new checklist template.
   • In the Checklist Template Settings, use the "Select Trade" field to associate trades. This is a mandatory, multi-select drop-down containing all registered trades.

2. Via Checklist Configuration:

   • Navigate to the Checklist section in the designer.
   • A new column, "Checklist Access by Trade," will appear with a multi-select drop-down for each template.
   • Select one or more trades to associate with the checklist template.

Accessing Templates

• When users log in and attempt to create a new checklist item, they will only see templates associated with their trade.

Notes

• Ensure UI changes are approved by the User Interface team.
• Trade association is mandatory when creating new templates.