Navigate and use the global test view
Overview
How do I see all checklists across every asset type and commissioning level in one place in CxPlanner?
The Global test view in the Asset module allows you to view all project checklists in a single consolidated grid by navigating a hierarchical grouping of checklist types and asset types, which is used to monitor overall commissioning progress, find specific checklists quickly, and run AI-assisted follow-up emails to responsible parties with outstanding work.
This guide covers navigating, filtering, and using the menu actions in the Global test view.
When and why to use this
Use the Global test view when you need a cross-cutting view of commissioning status that spans all asset types and all checklist levels at once. It is the primary view for commissioning managers reviewing overall project progress, and for identifying which responsible parties or companies have outstanding checklists.
- When this is needed - a commissioning manager needs to see how many Level 2 checklists are completed across all asset types, or wants to send follow-up emails to every responsible engineer with open items before a client review
- What the system does - displays one row per checklist per asset, grouped first by checklist type then by asset type; filters and exports apply to the current visible set
- Limitations - the view shows checklists only, not individual checklist line items; for line-item detail, open the individual checklist from this view
How to
Open the Global test view
- Open the Asset module from the left sidebar.
- Click Global test view in the sidebar navigation. (The view loads with all checklist types collapsed by default on large projects.)
Open a checklist from the Global test view
- Locate the checklist row you want to open.
- Click the Open button in the Link column to open the checklist directly.
Filter the view within Global test view
- Use the filter bar at the top of the grid to narrow results.
Available filters:
- Checklist type - show only one or more commissioning levels
- Asset type - show only specific asset types
- Status - filter by checklist status (Not started, In progress, Completed, Approved)
- Responsible - show only checklists assigned to a specific person
- Company - show only checklists assigned to a specific company
You can always add and remove columns via the View setting to fit your desired needs.
Export the Global test view to Excel or PDF
- Click Menu in the top right.
- Click Export.
The export includes all visible rows with all displayed columns, applying the current filters.
Send AI follow-up emails with CxAI
- Click AI logo in the top.
- Select your desired filters and criteria/duration and click Next.
- CxAI generates one follow-up email per responsible person listing their outstanding checklist items.
- Review each draft in the preview panel.
- Send or edit individual emails before sending.
Behavior and results
Column definitions
Column | Description |
|---|---|
Name | The name of the checklist |
Link | Button that opens the checklist directly |
Status | Current checklist status: Not started, In progress, Completed, or Approved |
Test done | The date the performing engineer marked the checklist as completed - distinct from the approval date |
Checklist type | The commissioning level or type this checklist belongs to (e.g., Level 1, Level 2) |
Asset ID | The unique identifier of the asset this checklist is assigned to |
Asset type | The asset type classification of the asset |
Responsible | The person assigned as responsible for completing this checklist |
Company | The company assigned to this checklist |
Start date | The scheduled start date for this checklist |
End date | The scheduled completion deadline |
% | Percentage of checklist line items that have been filled in |
Test done vs. Approval date
These are two distinct milestones and must not be confused:
Milestone | Who sets it | When it is set |
|---|---|---|
Test done | The performing engineer (any role with checklist access) | When the engineer marks the checklist as completed - all line items filled in |
Approval date | A project Manager or higher | When a Manager formally approves and signs the checklist after reviewing the completed work |
A checklist can have a Test done date but no Approval date if it is awaiting manager review. The Status column shows "Completed" after Test done and "Approved" after formal approval.
Permission matrix
Project role | View Global test view | Use filters and expand groups | Export to Excel | Send CxAI emails |
|---|---|---|---|---|
Viewer | Yes | Yes | No | No |
Contractor | Yes | Yes | No | No |
Designer | Yes | Yes | No | No |
Consultant | Yes | Yes | No | No |
Manager | Yes | Yes | Yes | Yes |
Admin | Yes | Yes | Yes | Yes |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
A checklist does not appear in the view | The checklist type or asset type is excluded by an active filter | Clear all filters and check whether the checklist appears; then re-apply filters one at a time to identify which filter is excluding it |
Menu button is missing or Export is greyed out | Project role is below Manager | Ask a project Admin to upgrade your role to Manager or higher |
Test done date is blank but the checklist shows as Completed | The status was set manually without the engineer completing the done action | Ask the responsible engineer to mark the checklist complete through the standard completion flow |
CxAI generates no emails | No responsible persons are assigned to checklists in the selected checklist types | Assign responsible persons to the relevant checklists, then re-run the wizard |
Expand all is slow to load | The project has a very large number of checklists | Use filters to narrow the visible set before expanding, or expand one group at a time |
Quick facts
- Requires: Project role Viewer or higher to view; project role Manager or higher for Export and CxAI follow-up emails
- Location: Asset module - Global test view (left sidebar)
- Affects: Read-only view of checklist data; Export produces an Excel file; CxAI wizard sends emails to responsible persons
Updated on: 07/21/2026
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