Daily Checklist Detail

Overview

The Daily Checklist Detail doctype is part of the Property Management Solution module and is designed to manage the detailed tasks involved in daily property maintenanace and inspections. It serves as a child doctype, meaning it is embedded within a parent a parent doctype like a checklist or job card. This doctype allows users to track to track specific task, remarks, and any issues that arise during the daily inspection.

This manual outlines the key fields, their usage, and step-by-step instructions on how to utilize the Daily Checklist Detail doctype effectively.

1. Understanding the Daily Checklist Detail Doctype

The Daily Checklist Detail doctype is used to log detailed tasks and issues in daily inspections oe routine maintenance activities. It is designed to track task completion remarks and issues with related photos. Since it is a table-based doctype, it is meant to be embedded within other doctypes like daily checklists or maintenance report.

The Daily Checklist Detail is not intended to function as a standalone form but rather as part of a larger parent form to manage and track individual tasks.

Form Fields Explanation

This doctype contains a few essential fields that help users track tasks, remarks, and related job cards during daily inspections or maintenance.

Checklist Task

This field records the task or check the needs to be performed during the inspection. Each row represents one task in the daly checklist.

Remarks

This is used to capture remarks or comments about the task. It can be used to note whether the task was completed or if there are issues that need attention.

Issue Photo

This field allows users to attach an image related to the task or issue. It can be used to capture photos of defects, demage, or completed tasks.

Job Card

The Job Card field links the task to a related issue or job card if applicable. This can be used to track specific jobs or issues that arise from the daily checklist and need further action.

3. How to USe Daily Checklist Detail*

Step-by-Step Usage

1. Open Parent Form: The Daily Checklist Detail is typically embedded in a parent form like a daily inspection checklist or maintenance report. Navigate to the parent doctype.

2. Add Tasks:

• In the Daily Checklist Detail section (usually displayed as a table), click on Add Row.

• Fill in the Checklist Task field to define the specific task that needs to be performed.

3. Add Remarks For each task, enter remarks in the Remarks field to indicate the task's completion sttaus or any issues discovered during the peocess.

4. Attach Photos: If necessary, attach an image of the issue using the Issue Photo field to document defects completed work visually.

5. Link Job Card: After entering tasks and remarks, save the parent form to store the task data.