Last updated: 2025-11-10
Checklist (window)
In this Price item
Settings > Checklist
In this window you manage checklists. For more information, see Check lists.
|
Function |
Description |
|---|---|
|
Name |
Name of the checklist. For example "Washing machine". |
|
Send notification to |
Enter an email address if you want a notification to be sent to the signaller or another address when the checklist has been completed. Multiple addresses are separated by a semicolon (;), comma (,) or space. It is not possible to enter phone numbers in this field to send the notifications via SMS, only email addresses. You must have selected a report in the Email to operator on complete checklist field on the Reports tab in the office settings, otherwise the email will read "QuerySet Complete (report missing)". The standard report that accompanies the installation of Opter, Checklist notification (email), contains the questions and answers provided by the driver. |
|
Notify customer when complete |
Select a method here and a notification will be created on the order and sent out when the driver has completed the checklist. You must select a notification recipient, or enter an email address/telephone number, on the notification in Order reception. Otherwise it won't go away. For more information, see Notifications (order reception). |
|
Freight bill design Package label design |
These reports are attached to the e-mail notifications to the signaller. |
|
Query |
Displays the checklist questions included in the checklist. The questions are in the order they appear to the driver in Opter Driver. If you want to change a question, click on |
|
Query type |
Shows whether the question is a yes/no question or an open question. Click on |
|
Query on order |
Indicates whether the question should be answered on collection from the sender and/or delivery to the recipient. Click on |
|
Query on shipment |
Indicates whether the question should be answered at pick-up/drop-off at all addresses on the order, i.e. both at the sender/consignee and at intermediate terminals. Click on |
and the window 
