DQ Prequalification Checklist

Edit All

To update the entire list, or multiple items at once, click the Edit All button at the top.

 

The Edit Prequalification List screen will be shown. Fill in the items per the following:

1. Description - The item itself is not editable; this is simply the name of the item.
2. N/A - Check N/A if the item is not applicable to the employee. If checked, the system will no longer see the item as applicable and will ignore it.  Note: There may be items that have this box shaded out. This means that the administrator has made this item required.
3. Date - Enter the date (mm/dd/yyyy or mm-dd-yyyy format) obtained/completed. Either type in the date or use the calendar option next to the field. (The date cannot be a future date. It should be the date obtained/completed, not the expiration date.)
4. Status - After the date is entered, the status may default to a value for the user. This would be a default value setup by the administrator. If the item remains as Not Specified, use the drop-down to select a value -- i.e., Completed, Received, or Issued.

 

 

Once all necessary information is entered, click Save.

 

Note: The Clear All Data will delete both completed and due dates for the entire list, along with any attachments saved with the items.  

 

 

Edit Individual Checklist Items

While viewing the Prequalification Checklist, hover to the right of the checklist item and action items will display.  Click the pencil icon to Edit the checklist item.

 

The Edit Prequalification screen is then shown.

1. Not Applicable - Select Not Applicable if the item is not applicable to the employee. If the switch is on, the system will no longer see the item as applicable and will ignore it.  Note: There may be items that have this box shaded out. This means that the administrator has made this item required.
2. Date - Enter the date (mm/dd/yyyy or mm-dd-yyyy format) of process or completion. Either type in the date or use the calendar option next to the field.
3. Status - After the date is entered, the status may default to a value for the user. This would be a default value setup by the administrator. If the item remains as Not Specified, use the drop-down to select a value -- i.e., Completed, Received, or Issued.
4. Notes - While this text box is rather large, only the first line of the note will appear on reports, so it is suggested to make any notes as brief as possible.

 

 

Click Save or Save & Add Attachment when completed. 

 

Adding an Attachment    

Click Save & Add Attachment at the time that the checklist item is added, or, use the hover menu to the right of the checklist item to add an attachment.

 

Click in the box to browse to the file location, or drag the file into the square from it's file location and save.

 

Adding Ad Hoc CheckList Items

There may be situations where a checklist item might not apply to an entire group of employees, but instead, they apply to an individual.  The Add New option is available at the top of the checklist.

 

To add a single checklist item for an individual employee, click Add New at the top of the list.

 

The user will then be taken to the Add Ad-Hoc Employee Prequalification screen.

1. Checklist Item Drop Down - This drop-down menu will contain any existing checklist items that have NOT been assigned to this driver's job class yet.
2. Date - (Format as mm/dd/yyyy or mm-dd-yyyy or use the calendar tool) The date the item was processed or completed.
3. Status - This will auto-fill if the system administrator has set this up. Otherwise, use a drop-down to select a value.
4. Notes - While this text box is rather large, only the first line of the note will appear on reports, so it is suggested to make any notes as brief as possible.

Click Save.