Configure checklist type settings in the Asset module

Overview

How do I configure how checklist types behave within the Asset module in CxPlanner?

The checklist type settings in the Asset module allow you to control how checklists are sequenced, scheduled, resourced, and handed off across teams within a commissioning project, which is used to govern the full asset commissioning lifecycle - from enforcing test phase order to automating recurring inspections and notifying the next team when a phase is complete.

This guide covers four Asset module settings that shape how checklist types behave in relation to assets and other checklist types: sequential progression, recurrent inspections, work hour targets, and handoff notifications. For configuring the sign-off steps and approval statuses on a checklist, see [Configure approval flows for checklist types]. Requires project role Manager or higher.

When and why to use this

These settings are used when you need checklist types to work together as part of a structured commissioning workflow - not just as standalone checklists.

• When commissioning must follow a defined sequence - prevent teams from starting functional testing before pre-functional work is approved
• When assets require periodic re-inspection - automatically generate a new checklist after sign-off at a fixed interval
• When resource planning matters - assign expected work hours so the Checklist workload module can forecast effort across all assets
• When handoffs between teams must be reliable - trigger automatic notifications to the next team the moment the current phase is approved

Where these settings live

The four settings covered in this guide are split across two locations within the Asset module:

For the sign-off configuration (who approves, in what order, with what statuses), see [Configure approval flows for checklist types].

Enforce sequential progression - "Previous must be checked"

The Previous must be checked checkbox prevents users from starting a checklist type until the preceding checklist type is fully approved for the same asset. This enforces the correct commissioning sequence and prevents out-of-order work across test phases.

Example: If "Level 2 - Functional" has this setting enabled, no one can begin that checklist on any asset until the "Level 1 - Pre-functional" checklist for that same asset is fully approved.

To enable:

1. Open the Asset module from the left sidebar.
2. Navigate to Types: Checklists in the left panel.
3. Locate the checklist type you want to lock.
4. Check the Previous checklist-type must be checked before starting this one checkbox in the row.
5. Changes save automatically.

When active, users who attempt to open or start the locked checklist see a message that the previous type must be approved first. The checklist remains visible but cannot be started.

Automate recurring inspections - "Recurrent Checklist every X days"

The Recurrent Checklist every X days field causes CxPlanner to automatically create a new checklist for an asset after the current checklist of that type is signed off. This is used for recurring maintenance inspections that must be repeated at a fixed interval - the system handles scheduling so nothing gets missed.

To configure:

1. Open the Asset module from the left sidebar.
2. Navigate to Types: Assets in the left panel.
3. Find the asset type and click the pencil icon on the checklist type row you want to configure.
4. In the Edit Checklist Type modal, expand the Advanced section.
5. Enter the number of days in the Recurrent Checklist every X days field.
6. Click Save Changes.

For full setup instructions and how recurring checklists appear in the project timeline, see [Setting up Recurrent Checklists for a maintenance project].

Assign expected work hours

The Work Hours field assigns the expected number of hours required to complete checklists of this type. These hours feed directly into the Checklist workload module, giving project managers a real-time view of how many hours of commissioning work are scheduled, in progress, or remaining across all assets.

To configure:

1. Open the Asset module from the left sidebar.
2. Navigate to Types: Assets in the left panel.
3. Find the asset type and click the pencil icon on the checklist type row.
4. In the Edit Checklist Type modal, expand the Advanced section.
5. Enter the expected hours in the Work Hours field.
6. Click Save Changes.

Work hours set here represent the planned effort per checklist. Actual hours worked are tracked separately if time logging is enabled on the project. If work hours are not set, the Checklist workload module will not show an expected duration for that checklist types

Notify the next team on approval

The Notify user-group for next checklist when this one is fully approved checkbox triggers an automatic notification to the user group assigned to the next checklist type the moment the current type reaches full approval. This eliminates manual handoff coordination between commissioning teams.

Example: When the mechanical contractor's Level 1 pre-functional checklist is fully approved on an asset, the commissioning engineer's user group is notified immediately that Level 2 functional testing can begin on that asset.

To configure:

1. Open the Asset module from the left sidebar.
2. Navigate to Types: Assets in the left panel.
3. Find the asset type and click the pencil icon on the checklist type row that triggers the notification (e.g., Level 1).
4. In the Edit Checklist Type modal, expand the Advanced section.
5. Check the Notify user-group for next checklist when this one is fully approved checkbox.
6. Click Save Changes.

The notification is sent to the user group assigned to the next checklist type on the same asset. If no user group is assigned to that level, no notification is sent.

Troubleshooting

Quick facts

• Requires: Project role Manager or higher
• Location (sequential progression): Asset module - Types: Checklists - Previous must be checked checkbox
• Location (recurrence, work hours, notifications): Asset module - Types: Assets - pencil icon - Edit Checklist Type - Advanced section
• Affects: Checklist availability and locking between asset phases, recurring checklist scheduling, Checklist workload planning, and team handoff notifications

Updated on: 07/21/2026