Add comments to N/A Options in a checklist

Overview

How do I allow comments for N/A responses in a checklist?

In CxPlanner, you can enable comments for checklist items marked as N/A (Not Applicable). This allows users to provide clarification or context whenever an item doesn’t apply to their project situation.

When and why to use this

Use this feature when you want to ensure that N/A responses include context or explanations. This is especially important for maintaining traceability and clear documentation in commissioning checklists.

• Use it when some checklist items may not apply but still require justification.
• The system automatically prompts for a comment when N/A is selected.
• Comments are included in the exported checklist PDF.
• Requires the “Comment on NA” option to be enabled for each checklist item.

Video guide: Enabling comments for N/A

How to - step by step

1. Open the Template Center

• Go to the Commissioning Test section.
• Open the Template Center to start creating a new template.

2. Enable Comments for N/A Options

• Enable the Comment on NA option for each checklist item.
• This allows users to explain why the item is marked N/A.

3. Add Comments for N/A Responses

• When you select N/A, a comment box appears.
• Enter a short comment, such as Not that color or Not applicable for this item.

4. Export the Checklist with Comments

• Export the checklist to PDF.
• Verify that comments for N/A items are shown in the report.

Behavior and results

When the Comment on NA option is active:

Troubleshooting

Quick facts

• Requires: Access to creating checklist templates | Performing checklists
• Location: Templates → Checklist Setup
• Affects: Checklist reports and exported PDFs

Updated on: 10/14/2025