Checklists for Rental Orders

After planning and setting up the rental parameters as described in Rental Contracts, Reservations and Assign Rental Objects, the rental objects have to be delivered to the customer. In order to take into account and record important information, you can create customized and process-coordinated checklists for delivery and return as well as repair and replacement.

This chapter is divided into the following sections:

• Creating a Checklist Template
  • Setting up Checklist Lines
• Assigning Checklist Template
• Editing Checklist Template
• Copy Checklist Template
• Deleting Checklist Template
  • Removing Checklist Template Assignments

Creating a Checklist Template

Checklist templates serve as a framework for checklists that you can structure and set up as you like. You can only select, fill or check fields that have been defined in a checklist template.

This section describes how to create a checklist that can be used to check certain conditions and record processes. Please proceed as follows:

• Use the quick search (ALT+Q) to find the page Checklists Template List in TRASER DMS 365.
• A list containing all checklist templates opens.
• Click on New to create a new checklist template.

• An empty checklist template card opens.

• Use the No. field to enter a unique identification number for the checklist template or click the tab key to let the system choose a value for you.
• Use the Description field to enter a significant description for the checklist template.
  Add important differentiating features to separate similar checklist templates, e. g. Sales Agricultural Machine Private vs. Sales Agricultural Machine Trade or Rental Delivery Service Item vs. Rental Return Service Item.
• Optional From the drop-down list Group Code select a category for the checklist template. This allows for easier filtering of many checklist templates, e. g. Purchase, Sales, Rental, Repair.
  The field Group Description will be filled automatically.
• In the Linked Table ID field, select the number of the linked table. The different parameters are added to the checklist via this number.
  The field From Table Name will be filled automatically with the selected table.
• In the Handler Codeunit field, select the number of the linked codeunit. The codeunit enables the automatic transfer of defined variables into a checklist. The field Handler Codeunit Name will be filled automatically with the selected codeunit.

• Scroll to the Lines register to set up the checklist contents.

• From the drop-down list for the Type column, select the checklist field type. In the following table the different options are defined.

• Use the Description field to enter a clear description or headline for the checklist field.

• Optional Activate the check box Mandatory Field if you want the line to be mandatory for the completion of the checklist.
  You can find information on the status of the boolean in the Table 'Boolean'.

Configuring Checklist Lines

You can further define the lines, e. g. you can add a type code or mark a field as write-protected. Please proceed as follows:

• Click on the line you would like define more precisely.
• In the Lines register, click on Manage > Details.

• In addition to the given values (Type, Description, Mandatory Field, Group Code) you can define the following information:

• Close the Checklist Line Detail Card
• Close the Checklist Template Card.
• Close the page Checklists Template List.

You have successfully created a new checklist template. You can now assign this checklist template to a rent class or a rent class type so that the template is displayed during certain rent processes. For information on assigning checklists to a rent class or a rent class type please check out Assigning Checklist Template.

Assigning Checklist Template

After creating a new checklist template you must assign the template to a rent process so it is displayed at the right time. The system needs to know when to display the checklist. That is why you need to assign the checklist template to a rent class.

To assign a checklist template to a Rent Class, proceed as follows:

• Use the quick search (ALT+Q) to find the page Rent Classes in TRASER DMS 365.
• A list of all rent classes is displayed.
  • If there are no rent classes, create a rent class as described in Create Rent Class.
• Open a rent class that you would like to assign a checklist template to by clicking Class Name.
• In the header of the rent class card, click on Process Flow > Status Flow.

• The page Edit – Rental Reservation will open.
• Scroll to the Preparation Checklist, Protocol Checklist and Finishing Checklist columns on the right-hand side of the table.

• Select the line of the process status that you would like to assign the checklist to. The checklist will now be shown whenever the status changes to a status that you have set up a checklist for.

• Select the checklist template according to the following formula:
  • Optional Select a checklist from the drop-down list in the Preparation Checklist column that you want to use when the status type is set to Delivered.
  • Optional Select a checklist from the drop-down list in the Protocol Checklist column that you want to use before creating a protocol.
  • Optional Select a checklist from the drop-down list in the Finishing Checklist column that you want to use when the status type is set to Returned.
• The changes are saved automatically.
• Click Close.
• Close the Rent Class Card.
• Close the Rent Classes page.

Editing Checklist Templates

You can always delete checklist templates, even if they are already in use. The changes will only be applied to newly created checklists.

To edit a checklist template, proceed as follows:

• Use the quick search (ALT+Q) to find the page Checklists Template List in TRASER DMS 365.
• A list containing all checklist templates opens.
• Open the checklist template you would like to edit by clicking on the number of the checklist template.
• The related Checklist Template Card is displayed.

• Update the parameters that you would like to change (please check the table in Creating a Checklist Template). You can:
  • edit any field in the General register,
  • delete Lines,
    • Click on the line you would like to delete.
    • Click on Manage > Delete Line.
    • The line will be deleted and can’t be restored.
  • Add New Lines,
    • Click on the line beneath the line you would like to add.
    • Click on Manage > New Line.
    • A new line will be added above the selected line.
  • Change the Line Description and other Parameters,
    • Click on the line you would like to edit.
    • Click on Manage > Penalty Allocation.
    • Update the parameters (please check Setting up Checklist Lines).
  • Activate/deactivate the check box Mandatory Field.
    You can find information on the status of the boolean in the Table 'Boolean'.
• The changes are saved automatically.
• Close the Checklist Template Card.
• Close the page Checklists Template List.

Copy Checklist Template

If you have several checklist templates that are similar it might be helpful to copy an existing template so that you only have to change a few things. If you copy a checklist template, all fields except for the No. field will be copied and can be edited afterwards.

To copy a checklist, proceed as follows:

• Use the quick search (ALT+Q) to find the page Checklists Template List in TRASER DMS 365.
• A list containing all checklist templates opens.
• Mark the checklist template you would like to edit.
• Click on Copy Template.

• A copy of the checklist template will be created.
• The number will be assigned according to the selected Number Series.
• Open and edit the checklist according to your needs (please see Editing Checklist Template).
• Close the Checklist Template Card.
• Close the page Checklists Template List.

Deleting Checklist Template

You can always delete checklist templates, even if they are already in use. They will no longer be available for new processes.

To delete a checklist template, proceed as follows:

• Use the quick search (ALT+Q) to find the page Checklists Template List in TRASER DMS 365.
• A list containing all checklist templates opens.
• Mark the checklist template you would like to delete.
• Click on Manage > Penalty Allocation.

• Click Yes to confirm the shown dialog box.

• The checklist template will be deleted and cannot be restored.
• Close the page Checklists Template List.

Removing Checklist Template Assignments

If you have already assigned the deleted checklist template to a rent class or rent class type, you must remove the deleted checklist template from it or assign a new checklist template. Please proceed as follows:

Delete a checklist template from a rent class

• Open the page Rent Classes.
• A list containing all rent classes is displayed.
• Open the rent class that you would like to delete the checklist from by clicking on the class name.
• Click on Flow > Status Flow to open the object status flow of the rent class.

• Scroll to the Preparation Checklist, Protocol Checklist and Finishing Checklist columns on the right-hand side of the table.
• Select the field of the deleted checklist template and:
  • Optional delete the assigned checklist by deleting the line and confirming the step with the TAB key
    or
  • Optional, assign a new checklist template by selecting a new template from the drop-down list of the field.

• Repeat this step for all relevant Rent Classes.
• Close the Object Status Flow page.
• Close the Rent Classes page.
• Close the Rent Classes page.

Removing a checklist template from a rent class type

• Open the page Rent Class Types.
• A list containing all rent class types opens.
• Select the rent class type that contains a checklist template you would like to delete.
• Click on Flow > Status Flow to open the object status flow of the rent class.

• Scroll to the Preparation Checklist, Protocol Checklist and Finishing Checklist columns on the right-hand side of the table.
• Select the field of the deleted checklist template and:
  • Optional delete the assigned checklist by deleting the line and confirming the step with the TAB key
    
    or
    
  • Optional, assign a new checklist template by selecting a new template from the drop-down list of the field.

• Repeat this step for all relevant Rent Class Types.
• Close the page Object Status Flow.
• Close the page Rent Class Types.

'Boolean' Table

Symbol	Status	Description
	Disabled	The option is not activated and the related function not available.
	Active	The option is activated and the related function available.

The next chapter covers everything you need to know about working with protocols.

Continue with next chapter