Overview

With the introduction of Checklists, Fergus lets you create and attach sets of tasks to your Jobs and Site Visits. This provides your staff with predefined actions for them to meet the outcomes of your business and your customer.

Creating and saving Checklist Templates allows you to attach the same list of tasks to as many Jobs and Site Visits as you like, allowing you to create different Checklists for different types of jobs.

In this article we’ll cover:

  • Creating Checklists templates
  • Managing Checklist templates
  • Setting User Permissions for Checklists

When to use

One of the biggest benefits of using Checklists is the ability to define internal processes for your staff. This sets expectations, and provides a clear procedure for them to follow when in the field.

Additionally Checklists help you maintain accountability by assigning staff members to a Checklist or a Checklist Item (and set reminders for each). This helps ensure that your business maintains a high quality service on every job.

With Checklists you can rest assured that your staff are following the company procedures.

How to use it

Creating Checklist Templates

Saving Checklist Templates allows you attach the same checklist to multiple Jobs or Site Visits. 

To create a Checklist Template, go to: Settings > Checklists

Note: only users with the right permissions can create Checklist Templates. See the Permissions section in this article for more details.

Click the New Template button at the top of the page. This will open the Checklist builder page.

In the Template Builder, give your Checklist Template a name by clicking the heading. 

By default there are 3 blank checkboxes for you to add tasks to click on a checkbox to start typing. Pressing Enter will automatically add another checkbox.

To add section headings or instructional text for your staff click the Add to Template button.

We have put at your disposal 3 types of elements that can make up your checklists templates.

Checkbox Your staff can tick or leave to show completion/non completion of a task.

Header Add a header to your checklist to break it up into sections for better formatting.

Text Field Give your checklist more context by adding text for things like instructions or details. Remember these are just instructional text on a checklist and the user can't overwrite it.

To re-order you checklist items, hover on the checklist item, then click and drag using the drag icon to the left side of each checkbox.

To delete an item, hover on the item, and click the X icon on the right.

When you are happy with your Checklist Template, click Save.  Your Checklist is now ready to be added to your Jobs and Site Visits.

Managing Checklists Templates

The Checklists page displays all your saved and archived Checklist Templates. Here, you can search, filter, edit, archive and delete your Checklist Templates.

Note: Archived Templates will always be accessible from the Checklists page and can be unarchived at any time. Deleting a Checklist Template will permanently remove the template from your Fergus system and cannot be undone.

Setting User Permissions 

Setting User Permissions allows you to control who can:

  • Create and edit Checklist Templates
  • Add Checklists and assign staff to Jobs and Site Visits
  • Complete Checklists and Checklists items

To set User Permissions for Checklists go to: Settings > Users and click the Permissions tab for each user.

Note: It is important to know that by default any user can tick/untick items that are left unassigned. Make sure you enable your staff with the right permissions to performs all the required steps.

Next
Completing Checklists (Mobile & Desktop)

Related Articles
Adding Checklists to Jobs and Site Visits (Mobile)
Adding Checklists to Jobs and Site Visits (Desktop)

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