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To generate 2 checklist result of 1 checklist

To generate 2 checklist result of 1 checklist

To generate 2 checklist result of 1 checklist

We would like to generate 2 checklist result of 1 checklist. One before submitting checklist, to generate progress report for customer and second is final report after submitting checklist.

Today the same checklist result can be generated only once of same checklist. So, if we generate checklist result of checklist which is in "in process" stage, it is not possible to submit checklist after that, it wont save updated values.

What is the underlying problem do you intend to solve with this idea?
Do not need to maintain same checklist questions twice if 2 checklist result can be generated of 1 checklist.
How is the problem being addressed today, if at all?
If we generate checklist result of checklist which is in "in process" stage, it is not possible to submit checklist after that, it wont save updated values.
Product Area?
Communities
What version of ServiceMax are you on?
Winter 17
10 Comments
Fry Chef
Fry Chef

GE Grid project also has this request  Amna ShaikhSaurabh Goel

Employee
Employee

Hi Elina Ristila​, Checklist results are generated by running a scheduled job that takes checklist json and inserts results into the checklist results object. Are you able to insert checklist results of in progress checklist in the checklist result object but when the same checklist is completed and submitted, the results are not inserted in the checklist results object because possibly the scheduled job ignores that checklist. Is my understanding correct?

Sushi Chef
Sushi Chef

Today you can print out either "CA questions" OR "CA questions & SA answers", but not "CA questions" AND "CA questions & SA answers".

We would like to get in progress checklist results (CA questions) submitted and printed out and after service work when SA answers are answered and submitted, the report would show both CA questions and SA answers on the same report.

In progress results which we need to be able to print out

CA questions.jpg

Final results which we need to be able to print out.

CA questions and SA answers.jpg

Sushi Chef
Sushi Chef

Any news concerning this idea?

Sushi Chef
Sushi Chef

tushar sharma​ , Sebastian Montoya

Any news concerning this idea?

Anne Hassinen​, Katja Tavi

Sushi Chef
Sushi Chef
Community Manager
Community Manager

We have an upcoming Design Time session that will focus on changes to the checklist functionality! Design Time: Checklists 2.0 If you RSVP yes to the event, I'll drop an invite on your calendar.

Also, if you have specific use cases, questions, or concerns you'd like to go over, please leave comments on our event post.

Thanks!

Sushi Chef
Sushi Chef

Hello

Please send an invite to me, and also to Anne Hassinen, Katja Tavi, Jari Järvinen and Lauri Mäkinen. Thank you!

Sushi Chef
Sushi Chef

tushar sharma​ , Sebastian Montoya​, Jari Järvinen

Any news concerning our idea? We would like to be able to print out "CA questions" AND "CA questions & SA answers" . We would like to get in progress checklist results (CA questions) submitted and printed out and after service work when SA answers are answered and submitted, the report would show both CA questions and SA answers on the same report.

Our checklists are created so that both CAs and SAs are on the same checklist as technician needs to see CAs when answering to SAs.

ca_sa checklist.jpg

Employee
Employee

As part of our summer 18 release, we are going to introduce a new checklist data type called 'table'. you can use this to create a table with any number of rows and columns and have technicians fill out the table as part of checklist. Could this potentially solve your issue? you can use one column for before and one column for after just like you have shown in the example?.

As a quick workaround, is submitting multiple versions of same checklist not feasible? you can create one before checklist and one after checklist. or create two sections or just two separate questions, one below the other for a before and after reading. Does any of that work for you?