6.1 Customers

In the main menu, navigate to Master data → Customers.

All existing customers are displayed here in a list and you can navigate from here to the detailed view of a customer by clicking on the small arrow on the right-hand side of the line.

You have the option of sorting the list of customers by ID and customer name. You can also use the search function to find a customer.

6.1.1 Creating a customer

You can create a new customer by clicking on the ADD NEW CUSTOMER button at the top right of the list of customers.

The following fields are available when creating a customer:

Field	Description	Mandatory field
Customer name	Name of the customer	Yes
Customer ID	Identification number of the customer	No*

*If the customer number has not been entered, the customer number will be generated automatically.

Press SAVE once you have added all the relevant information. You can edit the customer again at any time at a later date.

6.1.2 Detailed view of customers

After you have created a new customer, you are automatically taken to the detailed view of the customer. You can also navigate to the detailed view of an existing customer via the list of customers by simply clicking on it.

You can navigate back to the CUSTOMER OVERVIEW using the BACK TO CUSTOMER OVERVIEW button.

To delete a customer, click on the DELETE button. To edit a customer, click on the EDIT button - you will then be redirected to the same view that you are already familiar with from creating a new customer.

You can only delete a customer if no projects, assignments or standing orders are assigned to it and no equipment has been created for the customer.

6.2 Checklists

In the main menu, navigate to MASTER DATA → Checklists.

All existing checklists are displayed here in a list and you can navigate from here to the detailed view of a checklist by clicking on the small arrow on the right-hand side of the line.

You have the option of sorting the checklists by ID and checklist name. You can also use the search function to find a checklist.

6.2.1 Creating a checklist

You can create a new checklist by clicking on the ADD NEW CHECKLIST button at the top right of the checklist list.

When creating a checklist, you can add the following information to the checklist:

Field	Description	Mandatory field
Name of the checklist	Name of the checklist	Yes
Checklist Definition ID	Identification number of the checklist	No
Description of the checklist	Description of the checklist	No

^{*If you leave this field empty, it will be filled with an automatically generated value.}

Checklists in the Workheld Web App are templates that you can assign to a work step. If you edit an existing checklist, the changes are also applied to all work steps to which the checklist was already assigned before the change.

By clicking on ADD NEW CHECK, you can add a check to the checklist; this process can be repeated as often as you like so that you can create checklists with any number of individual checks.

First define the check description with a name that is as meaningful as possible so that the technicians can recognize exactly what needs to be done from the description.

The measurement type defines what exactly is to be measured or completed. For example, you can specify here that a volume is to be measured or a serial number noted.
You also have the option of defining "Execution" as the measurement type in order to create a check in the sense of a classic checklist.

The result type defines which data can be entered to perform or measure the check. You can choose between the following result types:

Result type	Description
Text	Free text
Truth value	Select the result type "Truth value" if you have selected a measurement type that is to be answered with Yes or No. (e.g. "Implementation")
Number	Select the "Number" result type if you have selected a measurement type that is to be answered with a numerical value. (e.g. "Volume", "Height" or "Serial number")
Date	Select the "Date" result type if you have selected a measurement type that is to be answered by specifying a date. (e.g. "Execution")

The unit of measurement determines the unit with which the result type is saved. In the example below, the measurement type "Weight" and the result type "Number" have been selected. The result is saved in kilograms according to the information in the check.

Finally, you can define whether the check should be mandatory by ticking the relevant box.

Press SAVE once you have added all the relevant information. You can edit the checklist at any time at a later date.

6.2.2 Detailed view of the checklist

Once you have created a new checklist, you are automatically taken to the detailed view of the checklist. You can also navigate to the detailed view of an existing checklist via the list of checklists by simply clicking on it.

You can navigate back to the CHECKLIST OVERVIEW using the BACK TO CHECKLIST OVERVIEW button.

To delete a checklist, click on the DELETE button. To edit a checklist, click on the EDIT button - you will then be redirected to the same view that you are already familiar with from creating a new checklist.

6.3 Tools

In the main menu, navigate to MASTER DATA → TOOLS.

All available tools are displayed here in a list and you can navigate from here to the detailed view of a tool by clicking on the small arrow on the right-hand side of the line.

6.3.1 Creating a tool

You can create a new tool by clicking on the ADD NEW TOOL button at the top right of the list of tools.

The following fields are available when creating a tool:

Field	Description	Mandatory field
Tool ID	Identification number of the tool	Yes
Serial nummer	Serial number of the tool	No
Tool Status	Status of the tool	Yes
Tool name	Name of the tool	Yes
Description of the tool	Description of the tool	No

Press SAVE after you have added all the relevant information. You can edit the tool again at any time at a later date.

6.3.2 Tool detail view

After you have created a new tool, you are automatically taken to the detailed view of the tool. You can also navigate to the detailed view of an existing tool via the list of tools by simply clicking on it.

You can navigate back to the TOOL OVERVIEW by clicking on the BACK TO TOOL OVERVIEW button.

To edit a tool, click on the EDIT button - you will then be redirected to the same view that you are already familiar with from creating a new tool.

6.4 Project templates

In the main menu, navigate to MASTER DATA → PROJECT TEMPLATES.

All existing templates are displayed here in a list and you can navigate from here to the detailed view of a template by clicking on the small arrow on the right-hand side of the line.

6.4.1 Creating a template

Templates are created from existing projects. In the main menu under WORK → PROJECTS, navigate to a project from which you would like to create the template by clicking on the small arrow on the right-hand side of the line.

This opens the project in the project overview and the CREATE TEMPLATE button is displayed in the top section. Click on the button to create a new project template from the existing project.

The following fields are available when creating a project template:

Field	Description	Mandatory field
Template name	Template name	Yes
Template ID	Identification number of the template	Yes*
Description	Description of the template	No

^{*If you leave this field empty, it will be filled with an automatically generated value.}

Press SAVE after you have added all the relevant information.

6.4.2 Detailed view of template

You can navigate to the detailed view of an existing template via the list of templates by clicking on the small arrow on the right-hand side of the row.

The detailed view of the template shows you a list of all work orders with the associated work steps as well as the checklists attached to the individual work steps in addition to the information stored for the template.

You can navigate back to the list of templates using the BACK TO TEMPLATE LIST button.

To delete a template, click on the DELETE button.

Workheld Support Center

EN_Part 6: Masterdata