Checklist Overview

• Working tips for the System & Test view

  Overview How do I work effectively in the System & Test view? The System & Test view is designed for managing checklists, test packages, and system hierarchies within a project. It supports both quick individual actions and advanced bulk operations. 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 (https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/imagSome readers

• Access levels in checklists

  Access levels in checklists Checklists in a project can be accessed and managed based on your project role. Here's a breakdown of what each role can do: 🔒 Access by RoleFew readers

• Bulk import and updating of checklists with Excel

  Overview How do I bulk import or update project data in CxPlanner? CxPlanner supports seamless bi-directional synchronization with Excel spreadsheets. This allows you to upload large datasets quickly, keep them updated during the project, and ensure your structure in CxPlanner matches your project documentation. When and why to use this Bulk import and update is useful when you need toPopular

• Bulk edit checklists

  Overview How do I bulk edit multiple checklists in CxPlanner? Bulk editing allows you to update, move, copy, or delete multiple checklists at once instead of doing it one by one. This is especially useful when working with large projects containing hundreds of similar items. If you want to bulk edit checklists using Excel, please read this guide: Bulk editing with Excel 2-way sync (/en-us/article/z2vkSome readers

• Customize the Checklist Overview Settings (Percentage, Columns, etc.)

  Overview How do I configure the overview settings for checklists? CxPlanner allows you to customize the checklist overview to match your preferred layout and workflow. You can control columns, sorting, calculation methods, sidebar items, and action buttons. You might find this module or area named: "System and test view", "Site inspection overview", "QA/QC overview". When and why to use thisSome readers

Performing Checklists

• Create a site inspection with a required photo

  Overview How do I create a site inspection that requires a photo before closing? In CxPlanner you can easily create individual inspections directly in the Site inspection module. This feature is useful when you need to document observations with mandatory pictures. When and why to use this Creating a site inspection with a required photo ensures that important issues are always documented with vFew readers

• Add images to an existing task

  Overview How do I add images to an existing task in CxPlanner? You can upload supporting photos or documentation to any task, even after it has been created. This ensures that task records remain complete and up to date. When and why to use this Adding images to a task is useful when: You did not have all documentation available at task creation. You need to highlight errors or issues found later. A colleague provides new supportingFew readers

• Quick navigation between checklists

  Overview How can I move quickly between checklists without scrolling through long lists? When working on projects with hundreds of checklists, jumping directly to a related checklist saves time and keeps you efficient. CxPlanner provides breadcrumb navigation at the top of every checklist so you can easily switch between parent and sibling checklists. When and why to use this You should use breadcrumb navigation when you want toFew readers

• Multi-Step Checklist Approval Workflow with "Completed by" and "Accepted by"

  Overview How do I require both “Completed by” and “Accepted by” steps for checklist approval? CxPlanner allows you to add an extra layer of approval for checklists by enabling the Completed by and Accepted by settings. This is particularly useful in industries like oil & gas where multiple signatures or review steps are required before a checklist can be approved.Some readers

• Bulk performing checklists

  Overview How do I bulk perform multiple checklists at once? Bulk performing allows you to approve, fail, or edit multiple checklists in one action. This is especially useful when testing large sets of equipment (e.g. 100s of VAV boxes) directly from a BMS station. When and why to use this Bulk performing is designed for efficiency in projects with many repeated checklists. Use it wheFew readers

Editing & Customizing Checklists

• Add a note field to a checklist

  Overview How do I add a note field to a checklist in CxPlanner? Sometimes you need to document extra details that don’t fit into the standard checklist fields. A note field lets you insert free text into a checklist, making it easier to record observations, clarifications, or instructions. When and why to use this Adding a note field is useful when you want to capture details that doFew readers

• Use scripting within a checklist

  Overview How can I use scripting to automate my checklist tasks in CxPlanner? Scripting lets you automatically update checklist values or reassign tasks based on user input. Instead of manually editing line items, scripting rules can process the entered data and adjust values or task assignments in real time. When and why to use this Scripting is useful when you want to reduce manual data haFew readers

• Use inline spreadsheets in checklists

  Overview How can I add and work with inline spreadsheets in my checklists? In CxPlanner, you can embed spreadsheets directly inside your checklists. This lets you customize the layout, collect specific values, and even perform calculations without leaving the platform. When and why to use this Inline spreadsheets are useful when you nSome readers

Checklist Actions

• Delete multiple checklists at once

  Overview How do I delete several checklists at the same time in CxPlanner? Bulk deleting checklists allows you to quickly clean up your project by removing one or more checklists in a single action. When and why to use this You may need to delete multiple checklists when: Old or test checklists are no longer relevant. Wrong or duplicated checklists have been created. A project scope has changed, anFew readers

• How do I delete a single line item on a checklist?

  How to Delete Checklist Items When your checklist has grown long or includes line items that were never used, you may want to clean things up. Deleting unchecked line items is an easy way to remove unused tasks from a checklist—without affecting completed or reviewed items. This guide explains how you can delete unchecked line items in a few clicks, whether you’re tidying up a checklist template or an active inspection checklist.Few readers

• Reset a line item / checklist item

  How do I reset the status of a checklist line item in CxPlanner? Sometimes a checklist item is marked incorrectly - accidentally set to "PASS," "FAIL," or "N/A." Fortunately, it's easy to correct. You can reset any line item, whether it's been marked or not. Step by step guide on how to reset a line item/checklist: Click on the checklist item youFew readers

• Reset or Revert a Checklist Signature

  Learn how reverting a checklist signature works, how it affects PDF reports, and what happens when a checklist is re-approved.Few readers

• Line items are grayed out / not clickable

  Overview Why are checklist line items sometimes grayed out or not clickable in CxPlanner? This behavior is linked to your project role and whether you are assigned to the checklist. Example of grayed out line items: (httpsFew readers

• Generate QR Codes in CxPlanner

  Overview How do I create QR codes in CxPlanner to access projects, checklists, or tasks more easily? QR codes provide a fast way to access specific elements in CxPlanner without typing URLs or navigating folder structures. This is particularly useful on construction sites where quick access to information is critical. When and why to use this QR codes can be used in several scenarios to save time and reducFew readers

Checklist Exports

• Export multiple checklists at once

  Overview How do I download multiple checklists at once in CxPlanner? If you're working on several projects or need to create documentation, you can save time by exporting multiple checklists in one go instead of downloading each report individually. The bulk download feature allows you to quickly collect reports into PDF files for archiving, sharing, or reviewing. When and why to use this DFew readers

• Export checklists to PDF or Excel

  Overview How do I export a checklist from CxPlanner into a PDF or Excel file? Exporting checklists lets you create a report that can be shared, printed, or used for further data analysis. You can choose between several export formats depending on your needs. When and why to use this Exporting checklists is useful in several scenarios: When you need a printable report for handover or documentSome readers

Advance Checklist Functions

• Create new checklist modules or sidebar shortcuts

  Structure the System and Test view even when there's 1,000's of assets and systems.Some readers

• Add links and files to checklist line items

  Overview How can I add links or files directly into checklist line items? In CxPlanner, you can enrich checklist line items with internal file references or external links. This makes it easier to connect drawings, documents, or external resources directly to your commissioning checklists.Few readers