Daily check sheets

Daily check sheets are shown to your engineers when they first log into their app each day. As job details cannot be viewed until the check sheet has been completed, daily check sheets are ideal when you need a check to be done before your engineers start work i.e. a vehicle check or inspection.

Check sheets can have either a tick box (ticked is yes, not ticked is no) or a text field. Text fields can be made mandatory if required.

iphone daily checksheet

Setting up your daily check sheet

1) From within the jobs page on Okappy,

Click Job options
Click Job Templates
Click Daily checksheet

setting up daily checksheets

The daily check sheet template builder will be displayed

2) You can add a header to your check sheet

Click Edit header
Click + Add field
Click where it says Insert text
Enter the details that you want to appear on the header. You can add different sizes of text, images and spacer.
Repeat for each field that you want to appear.

You can also do the same for the footer.

3) To add your check sheet questions

Click + Add group (if required)
Enter a title for the group of questions
Click the checkbox to determine whether to show the title on the check sheet
Click the first field
Choose the field type. This could be a small, medium or large text field, a numeric field or a checkbox
Enter the question which will appear on the check sheet
Check whether you want the field to be mandatory or not
Repeat for each question

daily checksheet builder