{"id":5245,"date":"2024-10-03T09:03:58","date_gmt":"2024-10-03T07:03:58","guid":{"rendered":"https:\/\/www.ems-help.online\/docs\/ems-order-management\/order-management-settings\/create-checklists\/"},"modified":"2025-05-06T10:21:07","modified_gmt":"2025-05-06T08:21:07","password":"","slug":"create-checklists","status":"publish","type":"docs","link":"https:\/\/www.ems-help.online\/en\/docs\/create-checklists\/","title":{"rendered":"Create checklists"},"content":{"rendered":"\n<p>Checklists allow the user to query values (site inspection, stand recording, visual inspection, etc.). Checklists can be used in several objects. <\/p>\n\n<p><strong>To store checklists, open <strong><em>Order management, quotation management or ticketing \u2192 Three-dot menu top right \u2192 Settings<\/em><\/strong>. Filling in checklists is ONLY possible in ems Mobile! <\/strong><\/p>\n\n<h2 class=\"wp-block-heading\">Create a new checklist<\/h2>\n\n<ul class=\"wp-block-list\">\n<li>When selecting <em>New<\/em>, enter the name of the new checklist in the green field and click on Plus<\/li>\n\n\n\n<li>Select objects for which the checklist can be used: <em>Quotations, sales orders, sales orders, operating resources, tickets and notifications<\/em><\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"410\" height=\"233\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Angebot-Einstellungen-Checkliste.png\" alt=\"\" class=\"wp-image-5149\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Angebot-Einstellungen-Checkliste.png 410w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Angebot-Einstellungen-Checkliste-300x170.png 300w\" sizes=\"auto, (max-width: 410px) 100vw, 410px\" \/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Enter group number and heading, click on plus<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"349\" height=\"86\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Angebot-Einstellungen-Checklisten-2.png\" alt=\"\" class=\"wp-image-5151\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Angebot-Einstellungen-Checklisten-2.png 349w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Angebot-Einstellungen-Checklisten-2-300x74.png 300w\" sizes=\"auto, (max-width: 349px) 100vw, 349px\" \/><\/figure>\n\n<p>The <em>Title may be overwritten<\/em> option allows the title to be changed later.<\/p>\n\n<p>The <em>Group may be copied and deleted<\/em> option allows the group to be copied and deleted later.<\/p>\n\n<h3 class=\"wp-block-heading\">Possible fields of the checklists<\/h3>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"929\" height=\"368\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-DE-Standard-1.png\" alt=\"\" class=\"wp-image-5157\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-DE-Standard-1.png 929w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-DE-Standard-1-300x119.png 300w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-DE-Standard-1-768x304.png 768w\" sizes=\"auto, (max-width: 929px) 100vw, 929px\" \/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>The following <em>value types <\/em>can be used: <em>Text (single-line), Text (multi-line), Integer, Decimal, Date, Time, Yes \/ No, Selection list<\/em> (separated by semicolon), <em>Image upload + text, Image upload (full)<\/em>. The value types influence the formatting of the input fields in ems Mobile. <\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"160\" height=\"224\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste.png\" alt=\"\" class=\"wp-image-5153\"\/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Target values are specified under <em>Default value <\/em>. For the selection list, the variants for selection are specified, separated by semicolons. <\/li>\n\n\n\n<li><em>Units <\/em>of measurement must be specified under <em>Unit <\/em>: pcs, m, \u03a9 etc<\/li>\n\n\n\n<li>If<em>&#8220;Required<\/em>&#8221; is activated, this field must be filled in, otherwise the checklist cannot be completed. Such fields appear with an asterisk in ems Mobile. <\/li>\n\n\n\n<li>The <em>Yes\/No<\/em> field is displayed in ems Mobile like a checkbox. When you select it, a green tick appears to indicate <em>Yes<\/em>. <\/li>\n<\/ul>\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"276\" height=\"60\" data-id=\"5185\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Mobile-Checkliste-Sternchen.png\" alt=\"\" class=\"wp-image-5185\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"290\" height=\"64\" data-id=\"5184\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Mobile-Checkliste-Ja.png\" alt=\"\" class=\"wp-image-5184\"\/><\/figure>\n<\/figure>\n\n<p>The individual items can be moved up\/down using arrows.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"76\" height=\"89\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Pfeile.png\" alt=\"\" class=\"wp-image-5180\"\/><\/figure>\n\n<h3 class=\"wp-block-heading\">Create checklists in other languages<\/h3>\n\n<p>The checklists can also be entered in other languages. To enter the checklist in another language, click on Plus and then on the desired language \/ country flag. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"210\" height=\"46\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Sprachwahl.png\" alt=\"\" class=\"wp-image-5172\"\/><\/figure>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"340\" height=\"39\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Weitere-Sprachen.png\" alt=\"\" class=\"wp-image-5176\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Weitere-Sprachen.png 340w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Weitere-Sprachen-300x34.png 300w\" sizes=\"auto, (max-width: 340px) 100vw, 340px\" \/><\/figure>\n\n<p>All items and group titles must be entered in the selected language. When you click on the field, the text in the source language appears in italics to help you. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"376\" height=\"38\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Teilbezeichnung-uebersetzen.png\" alt=\"\" class=\"wp-image-5174\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Teilbezeichnung-uebersetzen.png 376w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Teilbezeichnung-uebersetzen-300x30.png 300w\" sizes=\"auto, (max-width: 376px) 100vw, 376px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"469\" height=\"66\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Werteingabe.png\" alt=\"\" class=\"wp-image-5178\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Werteingabe.png 469w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Werteingabe-300x42.png 300w\" sizes=\"auto, (max-width: 469px) 100vw, 469px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"475\" height=\"57\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-FR.png\" alt=\"\" class=\"wp-image-5182\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-FR.png 475w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-FR-300x36.png 300w\" sizes=\"auto, (max-width: 475px) 100vw, 475px\" \/><\/figure>\n\n<p>Check that all question texts have been translated. The type is displayed in the source language. <\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"524\" height=\"362\" src=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Englisch.png\" alt=\"\" class=\"wp-image-5170\" srcset=\"https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Englisch.png 524w, https:\/\/www.ems-help.online\/wp-content\/uploads\/2024\/10\/Web-Checkliste-Englisch-300x207.png 300w\" sizes=\"auto, (max-width: 524px) 100vw, 524px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">Fill out checklists in ems Mobile<\/h2>\n\n<p>The checklists are only completed in ems Mobile. You can find them in the object (order, equipment, offer, ticket) in the <em>Checklists<\/em> tab. You can read about this in detail here: <a href=\"https:\/\/www.ems-help.online\/docs\/checklisten-zum-kundenauftrag-ems-mobile\/\" data-type=\"docs\" data-id=\"6522\">Checklists for the customer order (ems Mobile)<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Checklists allow the user to query values (site inspection, stand recording, visual inspection, etc.). Checklists can be used in several [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[133,146],"glossaries":[],"doc_tag":[195,182],"class_list":["post-5245","docs","type-docs","status-publish","hentry","doc_category-administration-and-settings","doc_category-order-management","doc_tag-administrator-en","doc_tag-ems-web"],"year_month":"2026-05","word_count":381,"total_views":"495","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"oleg.vlasov@subris.ch","author_nicename":"oleg-vlasovsubris-ch","author_url":"https:\/\/www.ems-help.online\/en\/author\/oleg-vlasovsubris-ch\/"},"doc_category_info":[{"term_name":"Administration &amp; Settings","term_url":"https:\/\/www.ems-help.online\/en\/docs-category\/administration-and-settings\/"},{"term_name":"Order management","term_url":"https:\/\/www.ems-help.online\/en\/docs-category\/order-management\/"}],"doc_tag_info":[{"term_name":"Administrator","term_url":"https:\/\/www.ems-help.online\/en\/docs-tag\/administrator-en\/"},{"term_name":"ems Web","term_url":"https:\/\/www.ems-help.online\/en\/docs-tag\/ems-web\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/5245","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/comments?post=5245"}],"version-history":[{"count":8,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/5245\/revisions"}],"predecessor-version":[{"id":8017,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/docs\/5245\/revisions\/8017"}],"wp:attachment":[{"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/media?parent=5245"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/doc_category?post=5245"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/glossaries?post=5245"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.ems-help.online\/en\/wp-json\/wp\/v2\/doc_tag?post=5245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}