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# Configure asset checklist settings

## Overview: Asset types and checklist settings

Checklist type settings in the Asset module control sequencing, recurrent inspections, work-hour targets, and handoff notifications across commissioning phases, which is used when tests (checklist scripts) must run in order and hand off cleanly between teams.

For approval flows, see [Configure approval flows for checklist types](https://help.cxplanner.com/en-us/article/configure-multi-step-checklist-approval-workflows-xpusxp/).

* Your role must be **Manager** or higher.
* You can find sequential progression at **Types: Checklists**, and the other settings at **Types: Assets** - pencil icon - **Edit Checklist Type** - **Advanced**.
* This changes checklist locking, recurrence, workload planning, and handoff emails.

|| Only users with the project role **Manager** or higher can configure checklist type settings.

## How to configure asset checklist settings

### Enforce sequential progression

1. Open the **Asset module**.
2. Go to **Types: Checklists**.
3. Locate the checklist type to lock.
4. Check **Previous checklist-type must be checked before starting this one**.

![Screenshot: Previous must be checked setting on checklist types](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1avs6nn.png)

| Setting state | Effect |
|---|---|
| Off (default) | Checklist types can start independently |
| On | This type stays locked until the preceding type is fully approved on the same asset |

### Automate recurring inspections

1. Open **Types: Assets**.
2. Click the **pencil icon** on the checklist type row.
3. Expand **Advanced**.
4. Enter days in **Recurrent Checklist every X days**.
5. Click **Save Changes**.

| Field value | Effect |
|---|---|
| 0 or blank | No recurrence |
| Positive integer | New checklist is created that many days after sign-off |

### Assign expected work hours

1. Open **Types: Assets**.
2. Click the **pencil icon** on the checklist type row.
3. Expand **Advanced**.
4. Enter hours in **Work Hours**.
5. Click **Save Changes**.

### Notify the next team on approval

1. Open **Types: Assets**.
2. Click the **pencil icon** on the checklist type that should trigger the handoff.
3. Expand **Advanced**.
4. Check **Notify user-group for next checklist when this one is fully approved**.
5. Click **Save Changes**.

![Screenshot: Notify next checklist user group setting](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_qdb5qp.png)

| Condition | Result |
|---|---|
| Enabled, next type has a user group | Notification sent on approval |
| Enabled, no user group on next type | No notification sent |
| Disabled | No notification sent |

## Results: checklist setting behavior

* Sequential locking prevents out-of-order phase starts on an asset
* Recurrence creates the next inspection after approval
* Work hours appear in Checklist workload only when the field is filled
* Handoff notifications go to the next type's assigned user group

## Troubleshooting: asset checklist settings

| Problem | Cause | Solution |
|---|---|---|
| Cannot start the next checklist type | Previous must be checked is on and the preceding type is not fully approved | Finish and fully approve the preceding checklist on that asset, or turn the lock off on the blocked type |
| New checklist is not created after sign-off | Recurrent days is 0 or blank | Open Types: Assets - pencil icon - Advanced and enter a positive number of days |
| Work hours missing in Checklist workload | Work Hours field is blank | Enter expected hours in Advanced and save |
| Next team is not notified | Notification is off, or no user group is assigned to the next type | Enable the checkbox and assign a user group to the next checklist type |
| Cannot find Advanced | Section is collapsed | Expand **Advanced** in the Edit Checklist Type modal |