Checklist, attachments, history and discussion
Organize a major repair with a checklist, photos and documents (Attachments tab), the action history and a discussion thread.
- Audience
- Administrator or assigned person
- Screen
- Record → Checklist / Attachments / History / Discussion tabs
- Verified version
- App 1.0.0
Goal
Follow a major repair in detail: a checklist of steps, photos and documents (quotes, contracts, reports), the full history and a discussion thread.
Audience
Administrator or assigned person. Everyone can view.
Prerequisites
- A major repair exists.
Steps
-
Checklist ("Checklist" tab): type a step in "Add a follow-up step...", then click "Add". Tick a step once done ("Completed by … on …" appears). Drag and drop steps to reorder them.
-
Attachments ("Attachments" tab): first click "Edit", then drag and drop your files into the upload area. Photos and documents are sorted automatically by file type (10 MB max per file).
-
History ("History" tab): the "Action history" list traces every action (status changed, person assigned, checklist, attachments, comments…), with author and date.
-
Discussion ("Discussion" tab): write in "Add a comment...", then click "Send".
Checklist example
"Get the engineering study", "Call for tenders", "Vote the expense at the meeting"… The checklist structures a major project from start to finish.
Tips and common mistakes
- No upload area: switch to edit mode ("Edit"); in read mode, attachments can only be viewed.
- Warranties: warranties have their own tab. See Add a warranty.
- Traceability: the history keeps who did what and when, useful for a Law 16 audit.
- Who can edit or delete a comment: only its author (icons on hover over their own message). An administrator cannot edit or delete another member's comment.
- Notification: each new comment notifies the people assigned to the repair (except the author), through the bell in the header.
- Checklist restricted: only an administrator and the assigned people can add, check, reorder or delete items; other members can view it.