This article goes over how to create a Check In Work Type, and then how to apply that Work Type to your projects that require a Check In. Not sure how to create a new work type? Follow the steps in our How to Create a Work Type article.
Create your Check In Work Type
When you create your work type, create this task and use the following options:
Task - AGS / MCS / NFR / Altisource
- Task Name - AGS Checklist
- Survey - ags::AGSChecklist-v2
- Instructions - <a href="https://pruvan.zendesk.com/hc/en-us/articles/202717105-Your-Work-Provider-s-Code-of-Conduct">Tap here to view your code of conduct</a>
- All fields must be entered exactly as written, they are case-sensitive.
Task - Servicelink
- Task Name - Servicelink Checklist
- Survey - servicelink::ASHChecklist-v1
- Instructions - <a href="https://pruvan.zendesk.com/entries/44023619">Tap here to view your code of conduct</a>
- All fields must be entered exactly as written, they are case sensitive.
Task Options
- Click the Gear icon next to your Checklist task
- Set Required to True to require this task
Options
- All Required Tasks Complete - Set this to true to require the Checklist
- Check In Provider - Set this to Aspen Grove for most orders, or for your specific work provider if listed
- Check In Required - Set this to true to enforce Check In
- Check In Photo Required - Set this to true to require a selfie of the crew member checking in
- These photos do not get sent to Aspen Grove
- Check In Relay - Set this to Auto
- Check In Service - Set this to your AGS Checklist task
- Check In Mode - Set this to Start to enforce Check In before any photos or surveys are started
Apply your Check In Work Type
In a New Project
You can create new projects with your Check In Work Type in Pruvan Online and Pruvan Mobile:
Update an Existing project
You can update one or many projects at a time with your Check In Work Type:
- Log in to Pruvan Online
- Click on Projects
- Search for the orders you want to update
- Select those orders
- Click Update
- Select your Check In Work Type
- Click Update
Your projects are now updated!
Warning: Updating a project with a Work Type that contains options will overwrite any existing options on the project.
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