{"id":26121,"date":"2019-03-26T08:31:23","date_gmt":"2019-03-26T08:31:23","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=26121"},"modified":"2021-06-11T15:13:57","modified_gmt":"2021-06-11T14:13:57","slug":"daily-check-sheets","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/daily-check-sheets\/","title":{"rendered":"Daily check sheets"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Daily check sheets<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>Daily check sheets are shown to your engineers when they first log into their app each day. \u00a0As 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.<\/p>\n<p>Check sheets can have either a tick box (ticked is yes, not ticked is no) or a text field. \u00a0Text fields can be made mandatory if required.<\/p>\n<p><img class=\"lazyload alignnone wp-image-26122 size-full\" title=\"iphone daily checksheet\" src=\"https:\/\/okappyimages.okappy.com\/iphone_daily_checksheet.jpeg\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/iphone_daily_checksheet.jpeg\" alt=\"iphone daily checksheet\" width=\"506\" height=\"900\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27506%27%20height%3D%27900%27%20viewBox%3D%270%200%20506%20900%27%3E%3Crect%20width%3D%27506%27%20height%3D%27900%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/iphone_daily_checksheet-169x300.jpeg 169w, https:\/\/okappyimages.okappy.com\/iphone_daily_checksheet-200x356.jpeg 200w, https:\/\/okappyimages.okappy.com\/iphone_daily_checksheet-400x711.jpeg 400w, https:\/\/okappyimages.okappy.com\/iphone_daily_checksheet.jpeg 506w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 506px) 100vw, 506px\" \/><\/p>\n<h3><\/h3>\n<h3>Setting up your daily check sheet<\/h3>\n<p>1) From within the jobs page on Okappy,<\/p>\n<ul>\n<li>Click <strong>Job options<\/strong><\/li>\n<li>Click <strong>Job Templates<\/strong><\/li>\n<li>Click <strong>Daily checksheet<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-35125 size-large\" title=\"job templates page\" src=\"https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-1024x707.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-1024x707.png\" alt=\"setting up daily checksheets\" width=\"1024\" height=\"707\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27707%27%20viewBox%3D%270%200%201024%20707%27%3E%3Crect%20width%3D%271024%27%20height%3D%27707%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-200x138.png 200w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-300x207.png 300w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-400x276.png 400w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-600x414.png 600w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-768x530.png 768w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-800x552.png 800w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-1024x707.png 1024w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets-1200x829.png 1200w, https:\/\/okappyimages.okappy.com\/setting-up-daily-checksheets.png 1367w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>The daily check sheet template builder will be displayed<\/p>\n<p>2) You can add a header to your check sheet<\/p>\n<ul>\n<li>Click <strong>Edit header<\/strong><\/li>\n<li>Click + Add field<\/li>\n<li>Click where it says Insert text<\/li>\n<li>Enter the details that you want to appear on the header. \u00a0You can add different sizes of text, images and spacer.<\/li>\n<li>Repeat for each field that you want to appear.<\/li>\n<\/ul>\n<p>You can also do the same for the footer.<\/p>\n<p>3)\u00a0To add your check sheet questions<\/p>\n<ul>\n<li>Click <strong>+ Add group<\/strong> (if required)<\/li>\n<li>Enter a title for the group of questions<\/li>\n<li>Click the checkbox to determine whether to show the title on the check sheet<\/li>\n<li>Click the first field<\/li>\n<li>Choose the field type. This could be a small, medium or large text field, a numeric field or a checkbox<\/li>\n<li>Enter the question which will appear on the check sheet<\/li>\n<li>Check whether you want the field to be mandatory or not<\/li>\n<li>Repeat for each question<\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-35126 size-large\" title=\"daily checksheet large text field\" src=\"https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-1024x707.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-1024x707.png\" alt=\"daily checksheet builder\" width=\"1024\" height=\"707\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27707%27%20viewBox%3D%270%200%201024%20707%27%3E%3Crect%20width%3D%271024%27%20height%3D%27707%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-200x138.png 200w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-300x207.png 300w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-400x276.png 400w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-600x414.png 600w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-768x530.png 768w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-800x552.png 800w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-1024x707.png 1024w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder-1200x829.png 1200w, https:\/\/okappyimages.okappy.com\/daily-checksheet-builder.png 1367w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li><strong>Save the check sheet<\/strong><\/li>\n<\/ul>\n<h3>Configuring which engineers see the daily check sheet<\/h3>\n<p>Once your daily check sheet has been set up, you can configure which engineers see it by<\/p>\n<ul>\n<li>Clicking the <strong>Connections icon<\/strong> ( <img class=\"lazyload alignnone size-full\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/users-orange-icon.png\" width=\"20\" height=\"20\" \/>\u00a0),<\/li>\n<li>choosing <strong>View connections,<\/strong> and then<\/li>\n<li>selecting <strong>Employees<\/strong>.<\/li>\n<li>select the relevant employee and click <strong>Settings<\/strong><\/li>\n<li>Tick the <strong>Complete daily check sheet<\/strong> checkbox<\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-35122 size-large\" title=\"Employee Settings\" src=\"https:\/\/okappyimages.okappy.com\/change-employee-settings-1024x707.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/change-employee-settings-1024x707.png\" alt=\"change employee settings\" width=\"1024\" height=\"707\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27707%27%20viewBox%3D%270%200%201024%20707%27%3E%3Crect%20width%3D%271024%27%20height%3D%27707%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/change-employee-settings-200x138.png 200w, https:\/\/okappyimages.okappy.com\/change-employee-settings-300x207.png 300w, https:\/\/okappyimages.okappy.com\/change-employee-settings-400x276.png 400w, https:\/\/okappyimages.okappy.com\/change-employee-settings-600x414.png 600w, https:\/\/okappyimages.okappy.com\/change-employee-settings-768x530.png 768w, https:\/\/okappyimages.okappy.com\/change-employee-settings-800x552.png 800w, https:\/\/okappyimages.okappy.com\/change-employee-settings-1024x707.png 1024w, https:\/\/okappyimages.okappy.com\/change-employee-settings-1200x829.png 1200w, https:\/\/okappyimages.okappy.com\/change-employee-settings.png 1367w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><img class=\"lazyload wp-image-35123 size-large\" title=\"Employee Settings Daily Check Sheets\" src=\"https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-1024x707.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-1024x707.png\" alt=\"configuring daily checksheets\" width=\"1024\" height=\"707\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27707%27%20viewBox%3D%270%200%201024%20707%27%3E%3Crect%20width%3D%271024%27%20height%3D%27707%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-200x138.png 200w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-300x207.png 300w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-400x276.png 400w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-600x414.png 600w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-768x530.png 768w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-800x552.png 800w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-1024x707.png 1024w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets-1200x829.png 1200w, https:\/\/okappyimages.okappy.com\/configuring-daily-checksheets.png 1367w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3><\/h3>\n<h3>Viewing completed daily check sheets<\/h3>\n<p>Completed daily check sheets can be viewed by clicking<\/p>\n<ul>\n<li><strong>Reports<\/strong>,<\/li>\n<li><strong>Jobs,<\/strong><\/li>\n<li><strong>Daily check sheets<\/strong><\/li>\n<li>Select the dates that the check sheet was completed, and then<\/li>\n<li>Click\u00a0<strong>Generate Report<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-35124 size-large\" title=\"Daily Check Sheets Report\" src=\"https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-1024x707.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-1024x707.png\" alt=\"daily checksheet report\" width=\"1024\" height=\"707\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27707%27%20viewBox%3D%270%200%201024%20707%27%3E%3Crect%20width%3D%271024%27%20height%3D%27707%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-200x138.png 200w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-300x207.png 300w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-400x276.png 400w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-600x414.png 600w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-768x530.png 768w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-800x552.png 800w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-1024x707.png 1024w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1-1200x829.png 1200w, https:\/\/okappyimages.okappy.com\/daily-checksheet-report-1.png 1367w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to set up daily checksheets such as vehicle inspection reports which have to be completed by your engineer before they start their days work<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[313],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - 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