Check lists

You can create checklists for the driver to fill in at the time of pick-up or delivery. It is possible to select different checklists both in the Order reception and on the web portals, but it is only possible to have one checklist per order.

If you want checklists, checklist questions and the answers to the questions to be sent to other systems, please contact the EDI team at . For information about the cost of EDI work, see your agreement with Opter.

Information for drivers on how to manage checklists in Opter Driver is available at Pods (POD) in Opter Driver.

Create checklists

The checklists consist of a number of checklist questions. The checklist questions can be used in several different checklists. So, to put together a checklist, we start by creating the questions to be included in it, and then we select them in the checklist itself.

Here's how to create the questions you can use in the checklists.

1. Click on Seaded > Checklist questions.

2. Click on Uus and give the question a name. Then enter the question itself in the field Küsimus. If it is a yes/no question, tick Jah/ei vastus. The driver is then given only two choices in the app. If it is an open question, the driver must enter the answer.

   Use the same text as the name and question to make it easier to see the exact question when you select questions for the checklist later.

   

3. Select at which points in the life cycle the question should appear in the app. It is only possible to have one checklist per order. If you want to display a checklist of questions at pick-up, for example "Have you notified reception?", and another checklist of other questions at delivery, for example "Have you switched on the washing machine?", put all questions in the same checklist and set at question level which ones to display at pick-up, and which ones to display at delivery.

For more information about the settings, see Checklist question (window).

Then go ahead and create the checklist itself.

1. Click on Seaded > Kontrollnimekiri.

2. Click on Uus and give the checklist a name.

3. In the table, select the questions to be included in the checklist and in which order. Click on an empty row in the column Küsimus and select the question from the drop-down list. The other columns show the settings for the question. If you want to change a question, click on and the window Checklist question will open.

For more information about the settings, see Kontrollnimekiri (window).

Notifications of completed checklists

If you want to send a notification to a signaller or another specific address when the checklist has been completed, enter the email address in the Saada teade aadressile field. Multiple addresses are separated by a semicolon (;), comma (,) or space. You must have selected a report in the Saatke operaatorile täielik kontrollnimekiri field on the Aruanded tab in the office settings, otherwise the email will read "QuerySet Complete (report missing)". The Freight bill and parcel labels are sent as attachments to the email. You can select the report, but it is not possible to deactivate the attachments.

The customer can also receive a notification when the checklist has been completed. Select the method in Teavitage klienti, kui olete lõpetanud and a notification will be created on the order. You must select a notification recipient (1), or enter an email address/telephone number (2), on the notification in Order reception. Otherwise it won't go away. For more information, see Märguanded (order reception).

Remove checklists

It is only possible to delete checklists that are not used on any order. If you try to delete a checklist that is in use, a message will appear stating that the checklist is in use and therefore cannot be deleted.

Set up a standard checklist for a customer

A default checklist can be set up for each customer. The default checklist is then automatically used on orders for that customer. Proceed as follows:

1. Click on Register > Kliendid > Vaikeväärtused.

2. Search for the customer for whom to set up a default checklist.

3. Select a checklist from the Kontrollnimekiri drop-down list.

4. Click on Salvesta to save all changes.

The default checklist is automatically activated when you select the customer on a new order in Order reception and on the web portals, but you can remove it from the order or switch to another checklist.

If there is a checklist on an order, the driver is required to fill it in Opter Driver. The checklist is displayed in Opter Driver when the driver finishes the scan during loading and/or unloading.

Checklists in Order reception

To manage checklists in Order reception, you need to view the group Check listid. For more information, see Organising the groups in Order reception.

Adding, removing or changing a checklist

It is possible to add to or edit a checklist on an order in order reception. Even if a default checklist has been set up for customer, an exception can be made and a different checklist can be used on an individual order. Proceed as follows:

1. Open the order in order reception.

2. Click on the tab where the Check listid group is located and select the desired checklist from the drop-down menu Kontrollnimekiri. If you want to remove the checklist from the order entirely, select [puudub].

3. Click on Salvesta to save all changes.

The driver is required to fill in the checklist in Opter Driver upon pickup and/or delivery. The checklist is displayed in Opter Driver when the driver finishes the scan during loading and/or unloading.

Checklists on the web portals

The checklists can be viewed in the order form and in the list on the main page and the search page.

Order form

In order for the user to see if there is a checklist on an order, and to add, delete or change the checklist, you need to display the group Kontrollnimekirja valik. Proceed as follows:

1. Click on Seaded > Internet > Interneti-tellimuse seaded.

2. Select a portal in the list on the left and go to the tab Tellimuse registreerimine.

3. Search for Kontrollnimekirjad in the list Välistatud and double-click to move to the list Kaasas.

4. Go to the General tab and select Luba veebitellimustel kontrollnimekirjad under Loo tellimuse seaded.

Main page and search page

The name of the checklist is displayed in the column Check list and under Teave in the preview of the order.

1. Click on Seaded > Internet > Interneti-tellimuse seaded.

2. Select a portal in the list on the left and go to the tab Tellimuse otsing.

3. Search for Check list under Välistatud and double-click to move to Kaasas.

4. Click on Salvesta to save all changes.

Checklists in Opter Driver

To view the checklists in Opter Driver, you need to set the Mobile data settings QueryPermission to "true". The checklist is displayed when the status is switched to Korjatud/Kohale toimetatud, both manually and when scanning, and is mandatory to fill in. If the driver registers a POD that changes status, the checklist is displayed at the same time.

For more information on how to add Mobile data settings, see Mobiilse andmeside seaded (window).

Users who are logged in to the app when the changes are saved in Opter must log out and then log back in to the app to see the changes.

See also

• Checklist question (window)

• Kontrollnimekiri (window)

• Pods (POD) in Opter Driver