Contact Us

    If you still have questions or prefer to get help directly from an agent, please submit a request.
    We’ll get back to you as soon as possible.

    Please fill out the contact form below and we will reply as soon as possible.

    • Digital Matter Site
    • Contact Us

    Setup Checklist for Installation

    Written by Matthew Clark-Massera

    Updated at February 3rd, 2023

      Contact Us

      If you still have questions or prefer to get help directly from an agent, please submit a request.
      We’ll get back to you as soon as possible.

      Contact Support
      • Home
      • Telematics Guru
      • Checklists (Pre-Start)

      Table of Contents

      Example Setup:

      Checklists can be used to capture device installation on an ad-hoc basis.

      For full detail on Checklists and configuration, see Checklists in Telematics Guru.

      Below is an example of how a checklist can be created to report installation of a device on an asset. There are 2 elements to this:

      1. Checklists can be captured via the mobile app
      2. On the web interface, a list of submitted checklists appears in the list as 'unresolved' checklists. So once the installation is completed, they can be resolved as a way to ensure nothing is missed. 

      Example Setup:

      You may choose to add as many questions as you prefer. 

      Different answers can be given different 'severity' levels (Critical, Severe, Attention) and various users can be alerted if a checklist is completed with a certain severity.
      Once you have created the checklist, you can start using this in your phone/tablet. Below is how a checklist can be completed in your device.

      A completed checklist will appear in TG, and the answers to this can be viewed from Checklists->View Answers. Adjust the filters as necessary to view the answers for the checklist that you completed.
      Unresolved checklists will appear separately to 'resolved' checklists so that actioned/unactioned jobs can be tracked.

      Was this article helpful?

      Yes
      No
      Give feedback about this article

      Related Articles

      • Setup Checklist to Capture Maintenance
      • Checklists in Telematics Guru
      • Linking Documents to Pre-Start Checklists
      • Checklists - QR Code Generation and Scanning

      Subscribe to Partner News

      Subscribe to our mailing list to receive Digital Matter news, product and tehnical updates, and more.

      Subscribe

      Copyright © Digital Matter . All Rights Reserved.

      Privacy Contact Support

      Knowledge Base Software powered by Helpjuice

      DM Logo
      Expand