Checklists are a tool within Spearhead to clarify the processes of execution for common tasks. Create checklists from your back office role to add transparency to steps within a recurring or commonly executed ticket type.
Checklists can be required or not required depending on how it's set up in the organization settings. If the checklist is required, the steps on each ticket of that ticket type need to be checked as complete before it can even be submitted for review.
Both the checklists in the picture above are included when a ticket of that ticket type is generated, but only Survey a Worksite is required. When a checklist is required, it prevents the agent from submitting it for review until it is complete:
Follow these steps to create a checklist. Once you have one or many checklists within your Spearhead organization's digital repository, you can add them to your ticket types so those checklists are automatically added to any ticket that's created using that ticket type.
You can follow these steps to attach a created checklist to a ticket type.