FPT with controls, electrical and mechanical checklist combined

Overview: combined FPT checklists

Multi-checklist configuration on an asset type lets you attach separate contractor checklists under one test section, which is used when electrical, mechanical, and controls teams test the same equipment in parallel while the project still tracks combined progress.

For completing an individual checklist, see Find and perform checklists on desktop and mobile.

Your role must be Manager or higher.
You can find the menu at Asset module - Asset Types, then Global test view for assignments.
This changes checklist setup for all assets of that type, including existing assets.

Configuration is set at the asset type level and applies to all assets of that type.

How to combine FPT checklists

Video guide

Configure checklist types on the asset type

Open Assets from the left sidebar.
Click Asset Types and open the type, for example Chiller.
Select the test section, for example Functional Performance Test.
Click Add checklist and enter a name, for example Electrical.
Select the template and click Attach.
Repeat for Mechanical and Controls.

Assign checklists to responsible parties

Open Global test view.
Locate the asset and test section.
Click the assignment field next to a checklist and select a user or user group.
Repeat for the remaining checklists.

Optional: group the view by responsible party

Right-click a user group in the overview.
Select Add to grouping.
Switch between by-asset and by-responsible-party views as needed.

Results: combined progress display

State	Asset Overview	Global test view
No checklists started	All pending	0% per checklist
One checklist approved	1 approved, others pending	Green fill and 100% on that row
All checklists approved	Fully green	100% across all rows

To enforce a sequence, for example Electrical before Mechanical, set dependencies between checklists. See Configure asset checklist settings.

Troubleshooting: combined FPT checklists

Problem	Cause	Solution
Checklists do not appear under the asset	Asset type has no attached checklist types	Open Asset Types and attach the templates under the correct test section
Contractor sees every checklist	Checklist is not assigned to a user or user group	Assign each checklist in Global test view
Progress does not update on the asset card	Checklist was saved but not approved	Complete approval and sign-off, not only save
Grouping option is missing on right-click	Project role is below Manager	Ask a project Admin to raise the role to Manager

Updated on: 07/26/2026

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