Articles on: Checklists

Bulk performing multiple checklists

Bulk performing of checklists allows you to execute multiple checklists at the same time. That can be a time saver if you have 100s of VAV boxes, and you can do the testing from the BMS station.

There's only two requirements for bulk performing:
Your project role must be `Manager`or Admin
The checklists must have the same template imported


Activating the bulk performer



Go for the Menu and active the bulk-editing toolbar. Now select the Bulk work.

You just need to select one (1) checklist. The system will automatically find other checklists with the same template!

Bulk

Performing the checklists



When the bulk editing mode is enabled the 3 main differences are:
Click on PASS/FAIL/NA will execute that command for all the checklists.
Clicking the underlying yellow line opens this line item for all the checklist. That allows you to FAIL 1 and PASS 9.
The bottom yellow bar provides a detailed overview of all the checklists including the number of PASS and FAILS across them.

Line items in bulk

Updated on: 12/30/2024

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