Unit Service Renewable Checklist
This article outlines how to manage the Renewable Checklist in the J. J. Keller® Encompass® system to track DOT and company-specific service requirements for Vehicles. Users can access a Unit’s Checklist through Vehicles > Service, then choose to edit the entire list at once or update individual items (the latter allowing for notes). For each Checklist Item, users can mark it as not applicable, record completion and due dates, and add brief notes. Additional Checklist Items can also be added, with available options determined by system settings. These tools help ensure accurate tracking and timely completion of required vehicle documentation and inspections.
Go to Vehicles > Service. Find the unit using the search function, advanced filters, or by finding the unit in the pre-populated list.
Click on the unit code to open up the unit's file.
There are two ways this information can be edited:
- Edit the entire list at once, which will not allow for notes to be entered.
- Edit an item individually, which will allow for notes to be entered.
Edit the Full Renewable Checklist
Click Edit All.
Enter the necessary information for each checklist item:
N/A - Toggle on if this item does NOT apply to this vehicle. The Completed and Date Due field will become inactive.
Completed - Enter the date the item was received.
Date Due - Enter the date the item is next due, if applicable.
Click Save to store the information. (Clear All Data clears the data from the checklist items permanently.)
Edit Individual Renewable Checklist Items
Hover over the item row and click the pencil icon to open up an Edit box.
Enter the necessary information for each checklist item:
N/A - Toggle on if this item does NOT apply to this vehicle. The Completed and Date Due field will become inactive.
Las Completed - Enter the date the item was received.
Due Date - Enter the date the item is next due, if applicable.
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 to store the information. (Clear All Data clears the data from the checklist items permanently.)
Add New Renewable Checklist Item
To add a new/additional renewable checklist item to the unit, click Add New.
Fill in the information just as directed above. Click Save when finished.
- Note: The options that appear in the Checklist Item dropdown are set up in system settings. (See Renewable Checklist Settings for more information on how to set these up, if they aren't already)
