Add the option for the worker to add checklists (templates) to an open work order
Give the worker the opportunity to add checklists to an open work order by using the/some checklist templates already setup in D365.
This could be limited by work order type for instance, if it only makes sense for corrective work orders.
Chris Gerold
Jul 28, 2023
Just as an idea, we are already doing this on the mobile but use of a job type default. When the field worker needs to create a new checklist, they will add a new job with the job type, trade and job variant which will bring in the defaults of a new checklist, forecasted hours, etc. and seems to work well. I can see the value of being able to add a checklist to the existing job line though as long as this could be limited to user or user group through security options.
Just as an idea, we are already doing this on the mobile but use of a job type default. When the field worker needs to create a new checklist, they will add a new job with the job type, trade and job variant which will bring in the defaults of a new checklist, forecasted hours, etc. and seems to work well. I can see the value of being able to add a checklist to the existing job line though as long as this could be limited to user or user group through security options.