Checklists

The Checklists tab, both in Device View and in the Amplify extension, enables you to quickly understand device attributes and the most commonly consulted properties and metrics related to a device.

This page focuses on using the Checklists tab in Device View.

Default checklists in Device View

The Properties checklist is available out-of-the-box and displays various device properties, such as:

  • Device and peripherals

  • Operating system

  • Security

  • Network

  • Location

  • Virtualization

Custom checklists in Device View

The drop-down in the Checklists tab of Device View displays all custom checklists associated with your user role, relevant to the target device.

Create custom checklists with property insights and Associated actions such as workflows, that are specific to your organization and user role. For example, L1 support agents may require an elementary checklist, whereas L2 or EUC teams may need more complexity.

The Checklists tab on the Device view page shows all existing checklists under a drop-down. In addition to user role restrictions, the number of visible checklists may vary depending on the device operating system, as they can be OS-specific.

Additionally, rate each checklist property to provide a quick visual cue of whether a particular property value is good, bad or somewhere in between. Refer to the Checklists management and Rating documentation for more information.

Refer to the Using Device View for call quality issues documentation to leverage the Checklists tab for troubleshooting collaboration tools.

Data formatting for custom checklists

Custom checklist properties defined by custom fields with NQL queries that contain the as() function—for example poor_quality_ratio.as( format = percent ) — allow the system to display checklist property values with units in the following data formats:

  • percent

  • currency

  • energy

  • bitrate

  • weight

Refer to the NQL as() documentation to learn how to format data in NQL queries.


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