This article will explore the functionality of Checklist Forms within the "Operations > Checklist" section of our software.
Accessing Checklist Forms
To access Checklist Forms:
1️⃣ Go to the "Operations > Checklist" section in the left-side menu.
2️⃣ Click on the three dots in the upper right corner.
3️⃣ Select "Checklist Forms" from the dropdown menu.
4️⃣ You’ll be redirected to the main screen, where you can see a summary of created forms.
Checklist Forms Overview
📌 On the Checklist Forms main screen, you’ll see:
✅ Name and description of each form.
✅ Options to edit or delete existing forms.
✅ Quick management to efficiently handle your checklist forms.
Creating a New Checklist Form
If you need to create a new form:
1️⃣ Click on the "+ Add" button in the Checklist Forms main screen.
2️⃣ Enter a name and description for the form.
3️⃣ Configure the fields according to your operational needs.
Sections & Custom Fields
📌 Organize your form into logical sections for easier navigation.
Each section allows you to add custom fields, such as:
📝 Text or paragraphs
📆 Dates
📏 Odometers
💰 Currency
🔢 Numbers
📸 Images
✍ Signatures
This ensures you capture relevant data efficiently and accurately.
Mandatory Fields
🔹 You can mark specific fields as mandatory, ensuring users complete all required information before submitting a form.
🔹 This helps maintain data integrity and quality in Pulpo.
Conclusion
Pulpo’s Checklist Forms are an essential tool for capturing accurate and relevant data in fleet management.
✅ Fully customizable with adaptable fields and sections.
✅ Data quality control with mandatory fields.
✅ Efficient management with a clear and organized form view.
📌 Need further assistance? Check our documentation or contact our support team. We’re happy to help! 🚀