Adding Service Group Checklist Items

Overview

Gearbox allows you to add Service Checklist Items to a service group in bulk via an import template, or individual items can be added manually. The checklist items linked to a service group will appear in the mechanic eJobcard when a new service is created, depending on the type of service selected.

Service Items Visibility:
Please note that specific service items will only appear in the eJobcard if the TRUE statement is selected for A, B, C, D, or E services, or if the checkbox for the necessary service is selected. This ensures that only the relevant checklist items are displayed based on the selected service type and the corresponding checkboxes.

Adding Service Checklist Items in Bulk

1. Click on the User Icon in the top-right corner, then select Settings.

2. In the left-hand menu, scroll down and click on Service Groups.

3. Select the Import button to open a new screen.

4. Click Download to access the Service Item XLSX Template or download it here .

The template includes the following columns:

• Service Group: Enter the exact name of the service group. This field is case-sensitive and must match exactly; any difference in capitalisation or spaces will result in a duplicate entry.

• Section: Group service items under sections (e.g., Engine checks, Brake checks) to keep related items together.

• Description: Enter specific mechanic checks or service items for this section.

• A Service, B Service, C Service, D Service, E Service: Mark as TRUE for each service level (A, B, C, D, or E) where the item should appear in the service checklist.

• Order: Number each item in consecutive order to establish a logical sequence.

Adding Service Checklist Items Manually

1. Click on the User Icon in the top-right corner, then select Settings.

2. In the left-hand menu, scroll down and click on Service Groups.

3. Select Edit Checklist Items on the desired Service Group.

4. Select Add New to add a new Service Item to the checklist.

5. Select Service Group:

   • Choose a relevant service group from the dropdown menu under Service Group.

6. Enter Section Name:

   • In the Section field, type the name of the section where the new service item belongs (e.g., Engine checks).

7. Provide a Description:

   • Enter details in the Description field to describe the specific mechanic check or item being added.

8. Specify Item Order:

   • In the Item order field, enter a number to determine the item’s order in the sequence.

9. Mark Applicable Service Levels:

   • Use the checkboxes labeled A, B, C, D, and E to mark which service levels this item should be included in. Tick the box under each relevant service level.

10. Archive Option (If Needed):

    • If you want to archive the service item, tick the Archived checkbox. Note that archiving will not affect historical services, only new ones.

11. Save or Cancel:

    • To save the new service item, click the green Create Service item button.
    • If you decide not to save, click the red Cancel button to exit without saving.