> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Job Checklists

> Create and assign checklists to work orders so technicians complete every step — from safety checks to quality sign-off.

Checklists ensure every job is done right, every time. Create reusable checklists for different job types, assign them to work orders, and track completion in real time.

## Creating Checklists

<Steps>
  <Step title="Go to Health & Safety > Checklists">
    Click **Add Checklist** and give it a name (e.g., "HVAC Installation", "Electrical Safety Check").
  </Step>

  <Step title="Add checklist items">
    Each item is a step the technician must complete. Add a description, set whether it's mandatory or optional, and optionally attach a reference document.
  </Step>

  <Step title="Link to job categories">
    Associate the checklist with specific work order categories. When a job of that category is created, the checklist is attached automatically.
  </Step>
</Steps>

## Using Checklists on Jobs

When a technician opens a work order with a linked checklist:

1. The checklist appears in the **Job** tab
2. They work through each item, checking off as they go
3. Mandatory items must be completed before the job can be marked as done
4. Optional items can be skipped with a note explaining why

## Tracking Completion

The dashboard shows checklist completion rates:

* **Per job** — percentage of items completed
* **Per technician** — average completion rate across all jobs
* **Per checklist type** — which job types have the highest/lowest completion rates

## FAQ

<AccordionGroup>
  <Accordion title="Can technicians add their own checklist items?">
    Yes. Technicians can add ad-hoc items to a checklist during a job. These are flagged as "technician-added" in the report.
  </Accordion>

  <Accordion title="What if a mandatory item can't be completed?">
    The technician must add a note explaining why. The item is marked as "skipped with reason" and flagged for admin review.
  </Accordion>
</AccordionGroup>