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

  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 befoPopular

• Bulk 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 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

• 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 readers

• How 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 readers

• Quick 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 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 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 readers

• Use 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 readers

• Spreadsheet 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 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 documentation.Few 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