How to synchronize checklist data with equipment assets

In CxPlanner, checklists play a crucial role in documenting quality assurance processes, while equipment assets provide a structured overview of the systems and components involved in a project. Synchronizing checklist data with equipment assets ensures that all verification activities are correctly linked to the relevant items, making it easier to track progress, generate reports, and maintain a consistent project structure.

How to Synchronize Checklist Data with Equipment Assets

Follow the steps below to link checklist data with equipment assets in your project. This guide will walk you through the process of matching checklists to the correct equipment, ensuring all data is connected and accessible in one place.

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Updated on: 07/10/2025