Attach a checklist to an asset type in the Asset module

The Asset module attaches checklist templates to an asset type so every asset created from that type automatically receives the right checklist, used when you want standardized commissioning tests, such as FAT, SAT, or a Functional Performance Test, to apply consistently across all assets of the same type, for example every AHU or every Chiller. This page covers attaching an existing checklist template to an asset type.

Attach a checklist to an asset type

1. Open Assets from the left sidebar.
2. Click Asset Types and open the type you want to configure, for example Chiller or AHU.
3. Select the checklist type (test section) the checklist belongs to, for example Functional Performance Test. The checklist type must already exist under Types: Checklists before it can receive a checklist here.
4. Enter a name for it, for example Electrical.
5. Select the checklist template to attach. Only templates already created in Template Center appear here.
6. Click Quick add.

Attach more than one checklist to the same test section

CxPlanner does not support attaching more than one checklist template to the same test section within the Asset types. Each attach action works on exactly one checklist per test section, which keeps bulk update, re-import, and related features working as expected.

To run electrical, mechanical, and controls checks together under one test section, for example one Functional Performance Test, build a single combined checklist template in Template Center that includes all the trades as separate blocks, then attach that one template using the steps above.

What happens after you attach a checklist

Every asset created after the checklist is attached automatically receives it, and a shortcut for the checklist type appears in the project sidebar. Assets that already existed before the checklist was attached do not receive it retroactively.

If new assets still don't get the checklist automatically

This happens when the asset type isn't linked to the checklist type yet, or the checklist was attached under the wrong test section. Open the asset type's setup, confirm the checklist type and template are attached under the correct test section, and re-attach using the steps above if needed.

Updated on: 07/29/2026