A
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Ari Abdul
Users require the ability to link a Summary Report (configured as another checklist) that will act as a cover page and be linked to one or more completed child checklists.
The Summary Report should be downloaded together with the linked/related checklist(s) as a single PDF report.
Proposed Functionality
  • A Summary Report checklist can be generated as an ad-hoc and linked to existing maintenance checklists.
This checklist will function as:
  • A summary report, and
  • A cover page for the completed checklists.
  • When the checklist(s) are exported or downloaded, the Summary Report should appear as the first page of the compiled PDF.
[Scenarios]
Scenario 1 – Single Checklist
-> Each time a maintenance checklist is completed:
  • A Summary Report is automatically generated and attached as a cover page.
  • Both documents are exported together as one PDF report.
Scenario 2 – Multiple Checklists
-> In some cases, there may be multiple maintenance checklists completed for the same job.
Users should be able to:
  • Link multiple checklists with one Summary Report.
  • Generate one consolidated PDF report containing:
  • The Summary Report (cover page)
  • All related maintenance checklists.
The compiled report will be automatically submitted to the Finance Department or customer. Finance will use this combined report as supporting documentation for customer invoicing.
Expected Outcome:
  • The Summary Report and linked checklist(s) can be downloaded/exported as a single PDF document.
  • The Summary Report appears as the first page (cover page), followed by the completed checklist(s).
[Don Jon]