Checklists

Checklists are structured questionnaires that drivers fill out at defined points during tour execution on the mobile app. They standardise control processes — for example, vehicle checks at the start of a tour, damage recording during loading, or confirmation of delivery during unloading.

Completed checklists can be viewed and edited under Monitoring › Checklists.

1. Prerequisite

The checklist function must be globally enabled:

App Settings › Enable Checklists = On

If this setting is inactive, the checklist menu entries are not displayed and no checklists are transmitted to the app.

Additional setting: "Show only completed and required checklists in the signature dialog" — if this option is active, the signature dialog on the app only shows checklists that have been completed and have the option "Show on APP with signature" enabled. If inactive, all available checklists always appear in the dialog.

2. Navigation

Recommended order

1. Create checklist elements  →  2. Create checklist element groups  →  3. Assemble checklist

Elements and groups are first created as reusable building blocks and then used in any number of checklists.

3. Checklist Elements

A checklist element is a single question or input field within a checklist (e.g. "Vehicle damaged?", "Mileage", "Photo of load").

Create an element

1. Open Master Data › Checklist Elements.
2. Click "Add Checklist Element".
3. Fill in the fields and save.

Basic data

Type

The type determines what kind of input the driver can make:

Further settings

4. Checklist Element Groups

An element group combines several elements into a selection question. The driver selects from the options — either one (single selection) or several (multiple selection).

Examples:

• Single selection: "Condition of goods" → (Good / Damaged / Not checked)
• Multiple selection: "Type of complaint" → (Packaging / Contents / Quantity / Label)

Create a group

1. Open Master Data › Checklist Element Groups.
2. Click "Add Checklist Element Group".
3. Select type, assign elements and save.

Fields

Note: The elements within a group must be of type Checkbox for the selection to work correctly.

5. Configure a Checklist

A checklist bundles elements and groups into a complete questionnaire and defines when and under what conditions it is displayed to the driver.

Create a checklist

1. Open Master Data › Checklists.
2. Click "Add Checklist".
3. Configure basic data, trigger point and restrictions.
4. Add elements and groups to the checklist.
5. Save.

Basic data

Trigger point ("Show checklist at")

Defines at what point in the tour workflow the checklist appears on the app:

Restrictions (Scope)

Checklists can be restricted to specific conditions. If no restrictions are set, the checklist applies to all applicable stops.

Multiple restrictions of the same type act as an OR condition. Different types act as an AND condition (e.g. "Product X" AND "Location Y").

Display options

Adding elements and groups

In the lower section of the form, any number of elements and element groups can be assigned to the checklist. The order determines the display order on the app and can be adjusted by drag and drop.

6. Preview

Using the "Preview Checklist" button in the toolbar, you can see after saving how the checklist will appear to the driver on the app. The preview is informational only and does not save any data.

7. Notes

• A checklist can only be deleted if it is no longer assigned to any tour or shipment and contains no completed instance data. Otherwise the message "Checklist element is still in use or has already been deleted" appears.
• Element groups cannot be deleted while they are used in a checklist.
• The RefId of an element must be unique across the entire client. For duplicates the message "A checklist element with the same reference already exists" appears.