# Check Sheet Template Setup Menu
# Check Sheet Template Setup
**Job Costing >Configuration>Check Sheet Template Setup **
Before setting up a Check Sheet Templates; answer the following questions:
• What do you want to call the check sheet?
• List all the items for the check sheet
• Categorize the items you have listed.
• Sort items in order of priority.
• Assign questions to items as required. These should be multiple choice type questions.
Note: If question only has one answer rather create a Service Item Question.
Search button: If the Check Sheet Template Code or the Check Sheet Template Description is
left blank, all Check Sheet Templates listed in the system will be displayed.
By inputting in ether the Check sheet Code or Check sheet Description or part there of you can press the search button and all matches will be displayed on the grid.
If the cursor is placed on Description at the column head, this will sort the Description A-Z or Z-A as preferred.
Navigation Ribbon
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The Navigation Ribbon is used to action the following functions:
Search button: the search function will return Check Sheet Template records based on the search criteria entered
Add button: allows you to create a Check Sheet Template
Edit button: allows you to change an existing Check Sheet Template details
Delete button: allows you to delete an existing Check Sheet Template details
Clone button: allows you to copy and existing Check Sheet Template.
Print/Export Drop down:
Print: prints the Check Sheet Template search grid this can either be emailed or physically printed
Refresh Grid Icon: refreshes the display grid
On Line Help Menu Icon: displays on-line
Check Sheet Template
New Check Sheet Templates can be created by:
Add a new Check Sheet Template
Clone a new Check Sheet Template from and existing Check Sheet Template
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Search button: By inputting in ether the Check sheet Code or Check sheet Description or part there of you can press the search button and all matches will be displayed on the grid.
Active Tick Box: If this tick box is ticked then the search will return all Active Check Sheets. If not ticked then the search will return all inactive Check Sheets.
Note: To clone and existing Check Sheet Template you select the Check Sheet Template you wish to copy from the display grid and select the Clone Button. Input the new Check Sheet Template Code and Description and press the Clone button to create the copy Check Sheet Template
When you select a Check Sheet Template all the active Check Sheet Groups associated with the Check Sheet Template will be displayed on the display grid.
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Two Tabs are available
Standard Tab: add the Check Sheet Groups to the Check Sheet Template
Question Tab: add Questions which are relevant to the Check Sheet Group
Add button: to insert a new Check Sheet Group.
Edit button: to view or edit an already added Check Sheet Group.
Delete button: to delete the currently selected Check Sheet Group.
Print/Export Dropdown button: prints the contents of the grid displayed this can either be emailed or physically printed
Save and New button: This will save the contents of the window and clear the window for new input.
Save and Close button: This will save the contents of the window and close the window.
Save button: This will save the contents of the window.
Close button: This will close the window and any changes made will not be saved.
Check Sheet Groups are the logical grouping of activities which are used in the Check Sheet Template to create a Check Sheet.
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Add button: allows you to create a Check Sheet Template
Edit button: allows you to change an existing Check Sheet Template details
Delete button: allows you to delete an existing Check Sheet Template details
Save and New button: This will save the contents of the window and clear the window for new input.
Save and Close button: This will save the contents of the window and close the window.
Save button: This will save the contents of the window.
Close button: This will close the window and any changes made will not be saved
Group Item
This window allows you to edit the Check Sheet Group Item
There are three tab options:
Basic: Input the Group Item details
Question Setup: Add, change or delete questions linked to the group item
Item Choices: Only applicable if you tick the “Use Item Choices Tick Box under the Basic tab
Basic Tab
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Item Code: the Item Code is selected form the drop down menu
Description: enter the Description of the Item Code
Qty: enter unit of measure taken to complete the Group Item
Department: select the Department required from the drop down menu
Sequence No: enter the sequence number in which the Group item is to appear in the Check Sheet Group
Use Item Choices: If ticketed it will enable the Item Choice Tab form
Save: this will save the contents of the window
Close: this will close the window and any changes made will not be saved
Note: Allow sufficient gaps in your sequence number range so that if you have to add another check sheet item there is space available without having to renumber the whole check sheet
Question Setup Tab
The function of this application is to enable a standard list of questions to be defined which will be used in the Check Sheet Templates where there are more than one selection options available. These options will be listed on the check sheet and the person using the check sheet can mark which option they used.
All Check Sheet Question linked to the Check Sheet Group Item will be displayed on display grid
Add button: to insert a new Check Sheet Question.
Edit button: to view or edit an already added Check Sheet Question.
Delete button: to delete the currently selected Check Sheet Question.
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Question Setup Tab
The function of this application is to enable a standard list of questions to be defined which will be used in the Check Sheet Templates where there are more than one selection options available. These options will be listed on the check sheet and the person using the check sheet can mark which option they used.
All Check Sheet Question linked to the Check Sheet Group Item will be displayed on display grid
Add button: to insert a new Check Sheet Question.
Edit button: to view or edit an already added Check Sheet Question.
Delete button: to delete the currently selected Check Sheet Question.
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Save: This will save the contents of the window
Close: This will close the window and any changes made will not be saved
Check List Question Options
This window allows you to add, edit and delete Check Sheet Questions
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Add button: to insert a new Check Sheet Group.
Edit button: to view or edit an already added Check Sheet Group.
Delete button: to delete the currently selected Check Sheet Group.
Print/Export Dropdown button: option the Print Grid which prints the contents of the grid displayed
Window to describe the Check Sheet Question options
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Code: input Question Code
Description: input Question condition
Sequence No: input sequence number of question option
Active: tick the Active tick box is this question option is active
Save and New button: this will save the contents of the window and clear the window for new input.
Save and Close button: this will save the contents of the window and close the window.
Save button: this will save the contents of the window.
Close button: this will close the window and will not save changes
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Item Choices Tab
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Add edit or delete
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Stock Code: select stock code from drop down menu options drawn from the Inventory Master
Description: description as per Inventory Master; you can change this description
Sequence No sequence number of the item choice
Save and Close button: this will save the contents of the window and close the window.
Save button: this will save the contents of the window.
Close button: this will close the window and will not save changes
Print/Export Drop down Menu
Print
Example of a Check Sheet Template Print
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# Pre Inspection Check Sheet - JC
##### JOB Costing Pre Inspection Check Sheet
This manual describes how to create and maintain a Pre Inspection Checksheet.
The Pre Inspection Checksheet is created from the Check Sheet Template
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Navigation Ribbon consists of 5 buttons, a drop down menu and three icons
Search button: selects all existing Pre Inspection Checksheets on the system. If no search filter criteria is not specified when searching.
The search results displayed on the display grid will depend on the filter criteria you select.
Add button: to insert a new Pre Inspection Checksheet.
Edit button: to view or edit an already added Pre Inspection Checksheet.
Delete button: to delete the currently selected Pre Inspection Checksheet
Print button: to print the selected Pre Inspection Checksheet.
Process Drop down Menu:
Job Quote:
Debtor Quote:
Security Icon: Manage form security
Refresh Grid Icon: Refreshes the display grid
On Line Help Menu Icon: Displays on-line help
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Add a new Pre Inspection Checksheet
This function will create a new Pre Inspection Checksheet from the available Check Sheet Templates.
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Template: select a Check Sheet Template from the available templates in the drop down list
Description: give your Pre Inspection Checksheet a name
Customer: select the customer from the drop down list
Assign To: select the responsible person for the Pre Inspection Checksheet
Save and Close button: this will save the Pre Inspection Checksheet and return you to the Pre Inspection Checksheet window
Close button: this will return you to the Pre Inspection Checksheet window
Check Sheet Window
Navigation Ribbon has three buttons Add, Edit and Delete
There are four tabs
Standard tab: this tab allows you to link actions to the Pre Inspection Checksheet
Questions tab: this tab allows you to link questions to the Pre Inspection Checksheet
Notes tab: this tab allows you to link notes to the Pre Inspection Checksheet
Custom Fields tab: this tab allows you to use custom fields to the Pre Inspection Checksheet
Standard tab
This tab allows you to link actions to the Pre Inspection Checksheet
Standard tab
This tab allows you to link actions to the Pre Inspection Checksheet
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Save button: save contents of form
Close button: closes current form and returns you to the display grid
Questions tab
This tab allows you to link questions to the Pre Inspection Checksheet
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Save button: save contents of form
Close button: closes current form and returns you to the display grid
Notes tab
This tab allows you to link notes to the Pre Inspection Checksheet
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You first need to add a note then save the note
Save button: save contents of form
Close button: closes current form and returns you to the display grid
Custom Fields tab
This tab allows you to use custom fields to the Pre Inspection Checksheet
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Save button: save contents of form
Close button: closes current form and returns you to the display grid
Example of the printed Pre Inspection Checksheet
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