Several people need the ability to create Checklist templates, but they should not have access to all instances of all other Checklists. For example, our compliance manager needs the ability to create Checklist Templates for field safety checklists, but he should not be able to see all instances of HR related checklists that contain confidential information.
| Company | FHG, Inc. |
| Job Title / Role | Business Process Manager |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2024 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
YES !!!
I am having the same issue we have field quality control check list that need completed, Safety, And HR checklists please have the ability to keep these separated this is very important
Along with that
I would like it if there was a way to choose in permission group for users if you want them to be able to create a new checklist based off of a template and if they are allowed to delete them or not. Having the ability to customize/ choose what your users are allowed to do is very helpful. For example, I may have users I want to create and delete checklists while others I only want them to create and not delete a checklist.
The other thing is how can I make a check list template have separate required fields for each reviewer? For example, reviewer 1 may have required fields that they must complete prior to submitting. But reviewer 2 has different required fields they must complete before they can submit. right now, there is not ability to do this.
I also need the ability to have more than 1 group in the check list so if there are more than 1 company, I can keep each group separate from viewing the other groups checklist while creating a new checklist.
Still need some additional levels of permissions for checklists.