Diagnostics and the Service Checklist
Run the receiving checklist before opening a service order — templates, photos, and firmware checks.
Every drone that enters your service bay should pass through a structured inspection before you open or advance a Service Order. The portal checklist captures condition at intake (Receiving) and at handoff (Release), giving you and the OEM auditable evidence if a Warranty Claim is filed later.
Where the checklist lives
You work with checklists in two places:
| Location | When to use it |
|---|---|
| Service Order Details → Checklist tab | Primary workspace during active repair |
| Support → Checklist Templates | Review available templates (managers create them) |
On the service order, toggle between Receiving and Release with the phase control at the top of the Checklist tab. Progress shows as {completed}/{total} verified.
See Service Order Detail for the full page layout.
Step 1 — Apply a checklist template
If the Checklist tab shows No checklist applied:
Open Apply Template
Click Apply Template on the empty state. The drawer title is Apply Template — select a template to generate checklist items.
Pick the correct phase
Receiving templates cover intake inspection. Release templates cover post-repair verification. Apply the right phase for where you are in the job.
Confirm generation
Click Apply. You should see The checklist items were generated successfully. Items are grouped by category (Frame, Propulsion, Battery, Electronics, Software, Spraying system, and others).
Step 2 — Inspect each checklist item
Work through items top to bottom. For each row:
Open Update inspection
Click Edit checklist item (or the row action) to open Update inspection.
Set status
Choose OK, Issue Found, N/A, or leave Pending until verified. Flag real defects as Issue Found — this feeds your Diagnosis verdict later.
Add notes
In Notes, describe what you observed. Be specific: location, error codes, corrosion, impact damage. Notes appear in the audit trail and support warranty evidence.
Attach photos when required
Items marked Photo required need at least one image. Use Add photos in the dropzone (Add inspection photos — PNG, JPEG, WebP, or HEIC, max 10 MB). Some templates require photos on Software or Propulsion categories even when the drone looks fine — follow the template.
Save changes
Click Save changes. The item shows Verified by {name} with a timestamp when complete.
Step 3 — Verify firmware and software
Firmware and software checklist items
On the Overview tab of Drone Detail, compare Firmware Version to the OEM baseline for that Model. In the checklist:
- Mark Software category items OK only after confirming the controller and aircraft firmware match policy.
- Attach a photo of the version screen when the template requires it.
- If sync fails, pause and see Drone Not Syncing before replacing hardware.
Step 4 — Record diagnosis and advance the order
When Receiving checklist progress reaches completion:
- Open Actions on the service order.
- Under Diagnosis, enter the Diagnosis verdict and click Save diagnosis.
- Move Next status from Open to Diagnosing, then Update Status.
The ticket timeline logs Receiving checklist completed with OK and issue counts — useful if the customer disputes findings later.
Common pitfalls
| Problem | Fix |
|---|---|
| Photo upload failed | Retry with smaller files; only PNG/JPEG/WebP/HEIC under 10 MB |
| No active templates available | Ask admin to publish a template for your phase |
| Skipped software checks | Firmware mismatches cause repeat visits — always verify |
Next steps
- Handling Service Orders — advance the order and close the job.
- Run Diagnostic Checklist — step-by-step walkthrough.
- Service Order Lifecycle — status definitions and transitions.
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Last updated Oct 20, 2018