The values are the driving force behind checklist handling and determine, amongst other things, the minimum/maximum level, the type of validation (optional or mandatory) and the type of entry fields displayed during checklist reporting. If the values are defined as mandatory and they are not met or are not entered during checklist reporting, you will not be able to close the service job.
Create a new checklist criteria:
- Select the Work with checklists criteria menu item.
- On the initial panel, click Add.
- Assign a code and description to the checklist criterion you are creating. Click OK to update and then Back to return to the initial panel.
Create new values for the selected checklist criteria:
- Highlight the checklist criteria for which you want to add values and click Values.
- On Work with checklist criteria, values click Add.
- On Work with checklist criteria you enter information regarding the values. Complete the following mandatory fields:
- Value
- Enter a code to identify the new value for the selected checklist criterion.
- Description
- Enter the description of the new value you are creating.
- Value type
- Select the type of value for the selected checklist criterion choosing from the following: Checkbox, Alpha value, Numeric or Protected.
- Validation type
- Enter the validation type for the selected checklist criterion. Valid validation types are Mandatory and Optional.
Click OK to create the value for the selected checklist criteria. For information about other fields on this panel see the Panel help.