Using the Checklists Window

To open the Checklists window, click the Checklist button in the top row of DVI Command.

The Checklists window shows a list of repair orders and estimates with checklists attached. Checklists are added to tickets in the R.O. Writer DVI app.

checklists window in DVI Command.

One ticket can have more than one checklist attached. If one ticket has more than one checklist, a row appears for each checklist.

One repair order with two rows.

NOTE: Checklists are also available on the Reference tab of the ticket in R.O. Writer.

Checklists Toolbar

The toolbar helps you refresh and filter the list.

checklists window toolbar.

The following table describes the toolbar items.

Item

Description

Refresh Checklists

Click to refresh all checklists after this window has been open for a while. All checklists are updated.

NOTE: The Checklists window does not refresh automatically the way the SmartStatus window does.

Repair Orders

Check to see only repair orders in the list.

Estimates

Check to see only estimates in the list.

Service Writer

Select a service writer to filter the list based on the tickets assigned to that service writer.

Checklist Window Columns

You can click any column header to sort the list by that value.

list of tickets in the checklist window.

The following table describes the columns.

Column

Description

Select

Click to open the checklist.

RO/Est

Displays the repair order number if Repair Orders is selected in the toolbar.

Displays the estimate number if Estimates is selected in the toolbar.

Writer

Displays the name of the service writer assigned to the ticket.

Technician

Displays the name of the technician assigned to the ticket.

Customer

Displays the full name of the customer.

Vehicle

Displays the year, make, and model of the customer's vehicle.

License

Displays the license plate number of the vehicle.

Checklist

Displays the name of the checklist assigned to the ticket.

Email
checklist email icon.

The email icon appears if the checklist has been emailed or texted to the customer.

Checklist

valid checklist symbol. The red, incomplete checklist icon.

This icon indicates that a checklist is attached. The color indicates the status of the checklist:

  • Green means all items passed.
  • Red means one or more items did not pass.
Status Displays the (SmartStatus) status of the ticket.