To complete the equipment checklist:
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Access the Equipment Checklist from the Home navigation by selecting MobileTech+ or from the Appointment Completion form by selecting the MobileTech+ tab.
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Select Equipment Checklist.
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On the checklist form, the appointment details will auto-populate.
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Select the equipment and then complete the fields.
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If you need to save the form before it is completed, select the Save icon. You can access this report from the In progress or completed list.
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If any questions are required, you will need to enter that information before completing the checklist.
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Select the menu icon to:
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Complete with a Report: Changes cannot be made to a completed checklist.
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Cancel the MobileTech+: Canceling the form clears the checklist and closes it.
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Continue Editing: Return to the checklist to continue editing.
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After you complete the checklist, the report displays on your device screen.
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Select the menu icon to open the Action menu. The Actions that display are dependent upon your device. Some of the possible options are Open, Copy, Print, Email, Export, Save, and Cancel.
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Select the Back< icon to Save and Close, Discard Changes, or Continue editing for the displayed report.
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If the checklist has a regarding entity (appointment, customer, equipment, location, or service call), it will display on the entity form’s Report tab (the only exception is that service appointment reports display on the Service Call’s Report tab). Otherwise, the equipment checklist report is viewable from the reports list. (MobileTech+ > Completed View > Click Report command button on the toolbar.)
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Once the appointment linked to the equipment checklist report is complete, the report is accessible in Signature.