Checklist creation
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 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 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 readers
Checklist completion
Bulk 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 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 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 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 readers
Import & Export
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 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 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 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
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 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 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 readersOverview of the Assets Module
Purpose and Rationale The new Assets module in CxPlanner has been developed to streamline project workflows, enhance consistency, and ensure that project activities are executed in a clearly defined order. By structuring commissioning processes around assets and their associated checklists, we enable more efficient data management, better traceability, and improved coordination across teams. This module aims to centralize key testing and documentation efforts by tying them directly to theFew readersImport files to template center (Word, CxAlloy, Facility Grid)
In CxPlanner you can import files directly into the template center. We both got AI analysis, OCR reading, and simple format recognition. That means you simply can click Import file, select the file type and then import it. The standard formats we currently support are: Word DOCX CxAlloy templates in Excel Facility Grid templates in Excel The video below shows a quick demo of how to do it. frame Import files into CxPlanner template center (https://www.loom.com/embed/4b306c6293ee4aFew 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 readersCustomize the System & Test view (Percentage, Columns, etc.)
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. CSome 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