Template center: for checklists
Find the template center for checklists
Hit the ground running with your own Template-center, where you can manage all of your checklists and test sheets. The Template-center let's you either create your own checklists and test sheets, or use CxPlanner's default templates. What can you do in the Template-center There multiple ways to work with templates, but the main ways are: Create personal templates you use own your own projects Share templates with your company and streamline your workflows Import your ExcelPopularCreate a new checklist template
When you have opened the Template-center you should see a view like the one below. You can navigate between the Public, Company-shared and Private templates in the different menus. Template area Create a new template Hit the "Add Template"-button and specify a name for the template and optional also a category. The example below creates a ventilation template: (https://storage.crisp.chatPopularImport checklist from Excel to the template center
You easily import your existing checklist and test sheets into CxPlanner's structure. Use the method below or contact our support-team, who will do the importing for you directly! Import yourself Click on the "Import from XLSX (Excel)" button: Import XLSX button Download the Excel template converter In the popup box select the "Download template". This file will let you convert your existingPopularUse AI to generate test scripts
You can leverage CxPlanner's trained AI engine to generate new checklists and test scripts. When using the engine, you only need to provide an equipment type, and our AI will generate the test for you. If needed, you can further refine it by specifying topics and focus areas.Few readersCustomize and add extra data to test items
Customize name of optional fields and adding more fields Within a template you customize the name of the optional fields (Scope, Method, etc.). Warnings If you are combining two or more templates on a project, then the lastest imported template will decide the name of the optional fields. Example: If you have changed the name of "Scope" to "Area" in templateA, and you have changedSome readersHow to Lock a Template (Prevent Editing or Modifying)
How to Lock a Template (Prevent Editing or Modifying) Overview The "Locking the Template" feature allows users to secure a template in its current form by locking it from any future edits or changes. Once locked, the template becomes read-only When to Use Template LFew readers
Projects: All checklists on the project
Working tips for the System & Test view
General tips and tricks for working the System & Test view. Core editing and working tools This sections shows the basic way of working in the view. For the advanced methods scroll to the bottom. System and test view (1) Add a checklist and auto-open it Use this button to add a new checklist and open it directly. When using this button, you can either create it by the name only, or you can importSome readersBulk edit checklists
There are two ways to bulk edit checklist. This article will show how to do in the browser. For the bulk editing using the Excel 2-way sync please read this article. Enable the bulk editing To enable bulk editing click on the grey "Menu" and select bulk editing. Then you should see the yellow buttons: (1) Select multiple checklists Select thSome readersBulk import and updating of checklists with Excel
CxPlanner provides seamless bi-directional synchronization with Excel spreadsheets. This makes it very easy to input data into the platform upfront and update it during the project. For working with import/export functionality you just need to use CxPlanner's spreadsheet template - more info on that in this article. Bulk import menu To access the "Bulk-import" area and upload a file just follow the two (2) screenshots below. Be sure to read the whole article on the format requirements befoPopularHow to Customize Your Project Overview (Including Percentage & Columns)
You can customize the overview in the settings. Access the settings with "Menu =Settings". Custom buttons You can specify whether you need more action buttons shown in the overview. E.g. the "Create task" button will create a new task within the checklist, but done from the overview area. On desktop the buttons will be in individual columns. On mobile device the buttons are showed directly under the checklists name. CFew readersReset a line item / checklist item
It can happen to anyone – you accidentally click the wrong item on your checklist, and suddenly everything looks off. But don’t worry, it’s not a problem! We’ve made it easy for you to reset the items so you can quickly get everything back on track, whether it was a mistake or you just want to start over. Let’s say you accidentally “approved” the top checklist item. To reset it, simply open the item --click on the three gear icons --and finally select “delete.” Once you’ve done this, theFew readersHow do I delete a checklist?
How to delete one or more checklists at once If you want to delete a checklist, you need to find the area where the checklist you want to remove is located in the left side of the sidebar. In this example, it is under "Quality Assurance." Once you have located the checklist you want to remove, open the "menu" and click "bulk edit many items." After clicking "bulk edit many items" an "editing bar" wiFew readersHow do I delete a single line item on a checklist?
How to Delete Checklist Items Deleting items from your checklist is a simple process that helps keep your list updated and relevant. Find the checklist you want to edit Click "menu" and open "edit and add items" Once this is done, you will see the following screen (see image below) Here, you have the option to delete individual items from the checklist or edit them. (https://storage.crisp.Few readersHow to export checklists to PDF and Excel
Exporting checklists to PDF or Excel is a quick and easy way to share or store your data. Whether you need a printable document or a spreadsheet for further analysis, this guide will walk you through the steps to ensure your checklist is exported correctly and efficiently. When you want to export your checklist you have to click "export to PDF & XLSX" on the right side. When we open "export to PDF & XLSFew readers
Advanced checklist settings
Approval workflows: "Completed by" and "Accepted by" setting
Completed by setting In some industries, multiple signatures are required to sign off on checklists. This is particularly common in the oil & gas industry, on ITRs, and similar documents. The settings below, Completed by and Accepted by, allow you to add two approval steps to checklists. Enabling these settings will restrict users with the project roles of Designer and Contractor from approving or failing the checklist. Instead, they will only be able to use the (1) Completed bSome readersUse spreadsheets inside checklists for TAB
You can use inline spreadsheets directly inside your checklists. This allows you customize the design and the values you need to obtain. General You can copy-paste data directly from your local spreadsheets, or just write directly in the cells. Each cell can be customized with colors and font. Input cells You must select the cells which the user can input data into. You do that by using the button in the toolbar or by right clickiFew readersLinks to files and drawings + external links
An advanced feature in the System and test view is to provide both internal and external links to files. Imagine that you have all you drawings uploaded in the files-module, then you just got to know the name of the file to make a binding to a checklist. Enabling the columns (requirement) To use this feature you must the the custom columns in the settings. The supported columns are: Col1 -Few readersUse scripting within a checklist
Scripting is a new feature which allows you to automate some data-tasks within the checklists. The main purpose is for you to utilize the value, that a user types in on a line item. Setting the scripting up First you have to enable the scripting column. Then you have these options for modified data. And these for modifying the task the PASS/FAILFew readersUsing attributes to populate values/information
A special feature you can use in the line items is our attributes . By using this feature, you can embed/populate values from the equipment/checklist and use them directly in the line items. Take this example: At the checklist level, you have already specified the manufacturer name to be Mitsubishi. Within the line items, it's possible to use that value. For example, a line item could be: "Is the manufacturer: Manufacturer ?". That would be translated into "Is the manufacturer: MFew readersCustomize line items with extra data [Advanced]
Available transformsFew readersBulk performing multiple checklists
Bulk performing of checklists allows you to execute multiple checklists at the same time. That can be a time saver if you have 100s of VAV boxes, and you can do the testing from the BMS station. There's only two requirements for bulk performing: Your project role must be Manageror Admin The checklists must have the same template imported Activating the bulk performer Go for the Menu and active the bulk-editing toolbar. Now select the Bulk work.Few readersDownload multiple checklists at once
How to download multiple checklists at once in CxPlanner Sometimes, it’s necessary to download multiple checklists at once, especially if you're working on several projects simultaneously or need to save multiple reports for efficient archiving and follow-up. This feature makes it easier to handle several checklists at once without having to download them individually. Guide to Downloading Multiple Checklists: Go to the menu. Select "Extra download options". ChoosFew readersStructure checklist and systems with new menus
Structure the System and Test view even when there's 1,000's of assets and systems.Some readersHow to re-import a template
You may find yourself in a situation where it is necessary to re-import templates for ongoing projects if your company has updated its checklists. Fortunately, this is super easy to fix and can be done with just a few clicks. Start by clicking on "System & Testview" in the left sidebar. Then, click on "Menu" and select "Bulk edit many items" Once this is done, find the folder whereFew readersHow to create a QR-code
QR codes are an efficient way to provide quick access to specific projects, documents, or tasks in CxPlanner. Instead of manually navigating through folders, users can simply scan a QR code with their phone or tablet and be directed straight to the relevant page. This is especially useful on construction sites, where quick access to information is needed without typing long URLs or navigating complex folder structures.Few readersAdvance import checklists or test items
Advance import checklist or test items This articles describes how you can specify an "Asset- or Equiptment"-type and attach multiple checklists to it. When adding new items marked with the "Asset- or Equiptment"-type, the checklists will automatically be imported. The two import-types There are two ways to attach checklists: Sub-checklists:Popular