Checklist Overview
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 readersAccess 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: đź”’ Access by RoleFew 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 befoPopularBulk 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 theSome readersCustomize 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
How to create a site inspection with a picture
How to create a site inspection with a picture There may be situations where you need to create individual inspections, and fortunately, it’s super simple. However, we always recommend creating templates that can be quickly imported to optimize your workflow. If you’re unsure how to create templates, check out this help page: https://help.cxplanner.com/en-us/article/create-a-new-checklist-template-9nl52t/ ToFew readersHow to add images to existing punchlist items & tasks?
You don’t always have all the images ready when a task is created. You might discover errors later, or you may receive documentation from a colleague afterwards. That’s why it’s possible to add images to an existing task, ensuring the documentation is always up-to-date and complete. How to add images to tasks - step-by-step guide: Open the record Click the small "file icon" Attach your images via drag & drop or by clicking to open your computer’s file system Step 1 - Open the taFew readersQuick navigation in checklists
Move fast - even in large projects Even the most well-structured checklist system can feel slow when you're navigating through hundreds or even thousands of checklists in a large project. Completing one checklist and then having to scroll through a long list to find the next one can be frustrating and time-consuming. To make this process faster and more intuitive, we’ve added breadcrumb navigation to checklists. With the breadcrumb navigation, you can instantly jump to any siblingFew readersMulti-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 readersBulk performing multiple checklists
Bulk performing of checklists allows you to execute multiple checklists at the same time whether it's bulk approving or failing them. This can be a real 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 tFew readers
Editing & Customizing Checklists
How to add a note field to a checklist
When working with checklists in CxPlanner, there may be times when you need to add extra information or context that doesn’t fit into the standard checklist fields. A note field allows you to insert free text into your checklist - perfect for adding explanations, observations, or specific instructions related to a checklist item or process. This adds flexibility and helps ensure that important details are documented clearly. How to add a note field: Open your checklist within the TeFew readersCustomize line items with extra data [Advanced]
Enrich line items with additional information such as internal links to files, photos and more.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 readersSpreadsheet inside checklists for data gathering
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 Excel files or online Google Sheets, 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 clicking and select "Input field".Some readers
Checklist Actions
How to 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 readersReset a line item / checklist item
It can happen to anyone - you click the wrong option on your checklist, and suddenly something is marked incorrectly. But don’t worry - it's easy to fix! If you want to change a checklist item from “pass” to “fail” or “N/A”, or the other way around, you can simply click the item again to start over or correct a mistake. Step by step guide on how to reset a line item/checklist: Click on the checklist item you want to change the status of Click the three small gear icons in the topFew readersResetting/Reverting a Signature on a Checklist
Learn how reverting a checklist signature works, how it affects PDF reports, and what happens when a checklist is re-approved.Few readersLine items are grayed out / not clickable
Why are checklist line items grayed out or not clickable? Checklist access in CxPlanner is based on the user’s project role. If you have the role of Admin or Manager, you can always interact with all line items. However, if you have a lower role, such as Contractor or Designer, you must be specifically assigned to the checklist before you can perform any actions. Example of grayed out line items (https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/imFew readersHow to create a QR-code for your checklist
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 readers
Checklist Exports
Download many PDF checklist reports in bulk
How to download multiple checklists at once in CxPlanner If you're managing several projects or need to generate reports for documentation, it's often useful to download multiple checklists at once. Instead of downloading each report individually, you can use the bulk export feature in CxPlanner to export multiple reports efficiently. This batch download of checklists helps streamline your workflow by allowing you to retrieve several PDF reports in one go. Whether you're archiving, sharingFew 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
Advance Checklist Functions
Structure checklist and systems with new menus
Structure the System and Test view even when there's 1,000's of assets and systems.Some 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 readers