Check List Template Setup Menu

Check Sheet Template Setup Search
This application allows for the creation of Check Sheets which are used in the Job Costing Module. 

 Check Sheets are used to ensure that all the predefined steps in a standard job are completed. 

 Webatar > Configuration > Checklist Template 

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 The following tasks can be actioned using this window 

 

 

 

 Add 

 To add new Check Sheets input the new code and description. 

 

 

 Edit 

 Enter the Code or description to change 

 

 

 Delete 

 Enter the Code you wish to delete 

 

 

 Clone 

 You are able to copy the characteristics of an existing Check Sheet Template to a new Check Sheet Template 

 

 

 Print/Export 

 You are able to print the Check Sheet this can either be emailed or physically printed 

 

 

 Active 

 If this check box is ticked then the search will return all Active Check Sheets. If not ticked then the search will return all inactive Check Sheets. 

 

 

 

  

Add Check Sheet Template
This window is used to add Check Sheet Groups to the Check Sheet Template 

 Webatar > Configuration> Check Sheet Template Setup 

   

 

 

 

 

 Standard 

 Use to add, edit or delete a Check Sheet Group within the Check Sheet template 

 

 

 

 

 Buttons 

 

 

 

 Add Button 

 Insert a new Check Sheet Group 

 

 

 Edit Button 

 View/Edit a Check Sheet Group 

 

 

 Delete Button 

 Delete a Check Sheet Group 

 

 

 Print/Export Drop Down Menu 

 

 Print the grid displayed win the window 

 

 

 

 

 

 

 

 

 Overview button 

   Displays the list of created check sheet groups, tasks and questions 

   

 

 Print Button   

 Allows the user to print the selected Check list template