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   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     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.     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.     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     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.     Company: Huge ERP Systems (Pty) Ltd Product: Webaccounting Tel: +27 861 webacc +27 86 193 2222 +27 11 603 6280 Fax: +27 86 603 3980 E-mail-general: contact@webaccounting.co.za E-mail-support: support@webaccounting.co.za Physical Address: First Floor • East Wing • 146a Kelvin Drive • Woodmead •2191 Postal Address: P.O. Box 4555 • Edenvale • 1610 Page 8 of 12 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.     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     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     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     Item Choices Tab     Add edit or delete     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