Last updated: 2024-06-12
Applies from: 2022.03.00 and later
Checklist (window)
Settings > Checklist
This window is used to create checklists. Existing checklists can also be amended and set as active or inactive. For more information, see Creating checklist questions and checklists.
| Function | Explanation | Default setting |
|---|---|---|
| Name | Enter the name of the checklist. For example, “Delivery Checklist”. | – |
| Send notification to | To ensure a notification is sent automatically when the checklist is completed, enter the email address or mobile number in the Send notification to field. | – |
| Notify customer when complete | Select email or SMS from the Notify customer when complete drop-down list. For more information on notifications and notification subscriptions, see Sending notifications automatically. | [None] |
| Freight bill design | If you want to add freight bills as attachments to email notifications, choose which report to use for each attachment. If you have selected SMS as the method, freight bills cannot be attached. | [Default] |
| Package label design | If you want to add package labels as attachments to email notifications, choose which report to use for each attachment. If you have selected SMS as the method, package labels cannot be attached. | [Default] |
| Query | Displays the checklist questions included in the checklist. The questions are listed in the order in which they will appear. To change a question, click on | – |
| Query type | Shows whether the question requires a Yes/No answer or a text answer. Click on  to change the setting. | – |
| Query on order | Shows whether the question should be answered when an order is picked up and/or delivered. Click on to change the setting. | – |
| Query on shipment | Shows whether the question should be answered when a shipment is picked up and/or delivered. Click on to change the setting. | – |