Understanding Service Checklist and To-Do

Service Checklist and To-DO, in the context of Service ticket management, is a checklist created for each ticket raised as it is connected with the problem selected. It encompasses all the activities required to resolve a specific ticket. This list is generated within the portal upon ticket creation and is accessible within the app under the respective ticket. Engineers utilize this to-do list to guide them through the steps necessary to address the issue at hand.

 

Adding a New Service Checklist and To-Do

Adding a New Service Checklist and To-Do in AntMyERP is simple! Below is the step-by-step process for creating a To-Do List:

Navigate to Settings > Masters > Service > To Do.

This action opens the list of existing To-Do items

Here, you can edit or delete existing lists as needed.

Click on the ‘+’ sign located at the top right-hand corner of the page.

This action will open the new To-Do page.

Enter the name of the To-Do List, 

Specify the Sub Header Name, which represents the sub-activity of the To-Do list.

Click on the ‘+’ button to add a sub-activity to the checklist.

For each sub-activity:

• Enter the activity name in the ‘To Do’ field.
• Select ‘Yes’ or ‘No’ for ‘To Do Required’ to indicate if the activity is mandatory.
• Choose ‘Yes’ or ‘No’ for ‘File Upload’ to specify if file upload is required.
• Specify ‘Yes’ or ‘No’ for ‘Remark’ and ‘Remark Required’ fields to indicate if remarks are mandatory.

Click on ‘Save and Exit‘ to save the To-Do.

 

Connecting Service Checklist and To Do to the Problem

Here are the steps to connect the To-Do list to the service ticket and specify mandatory activities:

To Link Service checklist and To do with Existing problem

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Search the Problem to which you want to  Link the To-do List
• Click on the action button located on the far right of the page.
• Select “Edit.”
• Choose the To-Do list.
• Click on “Save and Exit“

 

To link Multiple Problems to Service checklist and To do

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Check the checkbox against the Problems to be selected.
• Click the Tick box  above the Select column and choose “To Do.“
• Select the To-Do list from the drop-down in the pop-up.
• Click on “Save and Exit.“

 

To Link Service checklist and To do with New Problem

• Go to Settings > Masters > Service > Problem.
• You will land on the problem Listing Page
• Click on the ‘+’ sign at the page’s top right-hand corner.
• Enter a new name for the problem and fill in the required details.
• Select the product Categories related to the problem
• Choose the created To-Do list and Click on Save and Exit.

 

Editing Service Checklist and To-Do

• Go to Settings > Masters > Service > To Do.
• You will land on the To Do Listing Page
• Search the To-Do which you want to Edit
• Click on the action button located on the far right of the page.
• Select “Edit.”
• Make the necessary changes to the Service Checklist and To-Do details
• Click on “Save and Exit“

 

Deleting Service Checklist and To-Do

• • Go to Settings > Masters > Service > To Do.
  • You will land on the To Do Listing Page
  • Search the To-Do list that you want to Delete
  • Click on the action button located on the far right of the page.
  • Select “Delete”
  • As a message will appear Are you sure you want to delete?
  • You will not be able to recover this after delete.
  • Click on “Yes“

 

The appearance of the Service Checklist and To Do in the Service ticket 

Whenever a problem in a ticket is linked to a To-Do list, an additional tab will appear on the Ticket Detail page in the portal and mobile App alongside other tabs. Clicking on the To-Do tab will display the checklist created for the problem.

A red asterisk will indicate all fields marked as mandatory during list creation. Checking off each To-Do item will be reflected in the Activity tab. The ticket status cannot be marked as “Solved” and the ticket cannot be Closed until all items on the checklist under the To-Do tab are completed