Checklist Notifications

The Checklists overview shows all reports that drivers trigger as part of checklists during their tours. It serves for monitoring by dispatchers and supervisors: incoming reports can be reviewed, checked, marked as done or, if necessary, reopened. In addition, the location reported by the driver can be compared with the stored location (POI) and corrected.

Note: The functions for reviewing (Close / Reopen) as well as the correction of location coordinates are only available to users with the corresponding permissions (monitoring or dispatching roles). Pure viewers can see the reports but cannot edit them.

1. Navigation

The overview is accessible via the main menu under Monitoring › Checklists.

2. Notification overview (table)

The reports are displayed in a paginated, sortable and filterable table. Each row shows one checklist notification.

Standard columns

Further columns such as Reviewer and Review time can be shown if needed.

Sorting and filter row

Clicking a column header sorts the list ascending or descending by that column. The table's filter row allows individual columns to be searched specifically.

Multi-selection

Using the checkboxes, one or more reports can be selected simultaneously. The toolbar actions "Close" and "Reopen" operate on all selected reports.

3. Date range filter

A date range selector is available in the filter area above the table. It restricts the list to a time period (from/to).

1. Select the desired period in the date range field.
2. The list updates automatically to the reports within the selected period.

The most recently selected period is saved and is retained when the page is reopened.

4. Group filter

The display is aligned to the currently selected group. If a different group is selected via the group context, the table shows the reports of the corresponding group. The respective group is also indicated in the Group column.

5. Closing reports

With "Close", one or more reports are marked as reviewed or done.

1. Select one or more reports in the list.
2. Click the "Close" button in the toolbar.
3. Confirm the confirmation prompt.

The status of the selected reports changes to "Closed". The reviewing user and the time of review are automatically saved and shown in the Reviewer and Review time columns.

Note: The button is only active when at least one report is selected. Only reports whose current status permits this step can be closed.

6. Reopening reports

With "Reopen", already closed reports are reset to the open state – for example, when a report needs to be processed again.

1. Select one or more closed reports.
2. Click the "Reopen" button in the toolbar.
3. Confirm the confirmation prompt.

The status reverts to "Open"; the previously saved details for reviewer and review time are removed.

Note: The button is only active when at least one report is selected. Only reports whose current status permits this step can be reopened.

7. Detail view of a report

A double-click on a table row opens a freely movable window with all detailed information about the report:

• Timestamp of the event
• Event text (description of the report)
• Image, if a photo was submitted by the driver
• Voice message with embedded audio player
• Coordinates of the reported event (in WGS84 as well as in Swiss national coordinates CH-LV03)
• Reviewer details (if the report has already been reviewed)

The detail window can be moved freely on the screen.

8. Compare and correct location coordinates

This function enables the comparison of the event location reported by the driver with the location (POI) stored in the system.

Show coordinates on the map

Via the "Show location coordinates" action, a map view opens in which both points are juxtaposed:

• a green marker for the location reported by the event,
• a red "X" for the stored location (POI).

This makes it possible to see at a glance whether the reported location deviates from the stored location.

Update POI coordinates

If the stored location deviates from the one actually reported, the POI coordinates can be transferred directly to the event position:

1. Open the map view via "Show location coordinates".
2. Select the "Update location coordinates" action.
3. The stored location is set to the reported event position.

After the update, the new coordinates are returned both in WGS84 and in Swiss national coordinates (CH-LV03).

Note: Updating the POI coordinates is only available to users with the corresponding permissions (not for pure viewers or clerks).

9. Status, voice messages and product display in the table

Some columns of the table are specially prepared to make information available directly in the list:

• Status: The processing status is displayed as a coloured label, so that open and closed reports can be quickly distinguished.
• Voice message: If a voice message is available, it is embedded as a compact audio player directly in the cell and can be played without opening the detail view.
• Target/actual products: This information is shown abbreviated in the cell. On hovering with the mouse pointer, the full content is shown in a tooltip.

When the list is exported, the contents are output as plain text (without the interactive elements).

10. Further table functions

The toolbar additionally provides the following standard tools:

• Select all / Clear selection: selects or deselects all reports in the current view.
• Refresh: reloads the current view.
• Apply templates: restores a previously saved column and filter configuration.
• Layout options: allow adjusting and resetting the table arrangement.

The table configuration (visible columns, order, filters) is saved per user and is retained after logging out. The "Close" and "Reopen" buttons are automatically enabled or disabled depending on the current selection.

11. Summary: available actions