Checklist Overview

• Assign responsibility to checklists and tasks

  Overview: assign checklist and task responsibility Responsibility assignment in CxPlanner works at checklist level and at task level. Checklist assignment sets who owns a full checklist or test. Task assignment sets who owns an individual task, issue, or punch list item. For role-based access (who can view or edit by project role), see Access levels in checklists. Your role must be Manager or higher to assign checklists, and Contractor or higher to assign tasks. You can find thFew readers

Performing Checklists

• Add images to an existing task

  Overview: add images to a task Image upload on a task lets you attach photos or documentation to any task or issue after it was created, which is used when supporting files arrive later or when you need to document a finding. Your role can be any project role. You can find the menu at the open task - file icon in the task toolbar. This changes the task record and any reports or PDF exports that include that task. || All project roles can add images to tasks. How to add images toFew readers

• Quick navigation between checklists

  Overview: quick navigation between checklists Breadcrumb navigation at the top of a checklist lets you jump to a parent or sibling checklist, which is used on projects with large checklist hierarchies and many related tests. It only covers checklists from the Asset module. Your role can be any project role. You can find breadcrumbs at the top of the open checklist view. This does not change checklist data. It only changes which checklist you have open. How to navigate between cheFew readers

• Configure Multi-Step Checklist Approval Workflows

  Overview: multi-step checklist approval The approval flow in the Asset module lets you configure sequential sign-off steps for each checklist type from Types: Checklists - Approval Structure, which is used to control who signs at each stage and in what order. Approval flows are configured only in Types: Checklists, not in Project Settings or Template Center. For Project Settings Completed by and Accepted by workflows, see Approval workflows on checklists. Your role must be **Few readers

• Bulk performing checklists

  Overview: bulk perform checklists Bulk perform lets you apply PASS, FAIL, or N/A across many checklists that share the same template, which is used when testing large sets of equipment such as hundreds of VAV boxes from a BMS station. For structural bulk edits such as move, copy, or delete, see Bulk edit checklists. Your role must be Manager or Admin. You can find the menu at project checklists - Menu - Bulk edit many items. This changes checklist execution results anFew readers

Editing & Customizing Checklists

• Add a note field to a checklist

  Overview: note field on a checklist The note field in Template Center lets you insert free text into a checklist template, which is used to record clarifications, instructions, or context that does not fit a pass or fail line item (checklist item). Notes do not create pass or fail results. For site-inspection detailed descriptions, see the site inspection notes guide. You can find the menu at Template Center - open checklist - Add test item - Actions - Note field. How toFew readers

• Add detailed descriptions/notes to a site-inspection report

  Overview: site inspection detailed description The Detailed description field in Template Center lets you expand a site inspection template with a longer text area for remarks, field notes, or inspection notes, which is used when a checkbox or short comment is not enough on site. For a free-text note field on a commissioning checklist template, see Add a note field to a checklist. Your role must be Manager or Admin. You can find the menu at Template Center - open template -Few readers

Checklist Actions

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

  Overview: delete a checklist line item Deleting a line item removes an unused checklist item from a checklist or template, which is used when cleaning unused steps from a test script without changing completed work. To clear Pass, Fail, or N/A on a line item first, see Reset a line item / checklist item. Your role must be the checklist responsible user, or Manager or Admin. You can find the menu at the open checklist - Menu - Edit and add items. This removes the selecFew readers

• Reset a line item / checklist item

  Overview: reset a checklist line item Resetting a line item clears Pass, Fail, or N/A so you can mark the checklist item again, which is used when a step was marked incorrectly. To delete an unused unchecked item, see How do I delete a single line item on a checklist. Your role must be the checklist responsible user, or Manager or higher. You can find the control on the open line item - three gear icons - Delete. This clears the line item status so you can respond again. ||Few 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: grayed-out checklist line items Grayed-out line items mean your project role needs an assignment before you can act on the checklist, which is used to keep Pass, Fail, and task actions limited to authorized users. For assigning responsibility in bulk, see Assign responsibility to checklists and tasks. Your role of Admin or Manager can always interact with line items. Contractor, Designer, and Consultant must be assigned first. You can find assignment contrFew readers

Checklist Exports

• Export checklists to PDF or Excel

  Overview: export a checklist to PDF or Excel Checklist export creates a printable report or spreadsheet from the open checklist, which is used for handover, sharing results, or further analysis outside CxPlanner. For downloading many checklists at once, see Export multiple checklists at once. Your role must be Manager or higher. You can find the menu at Checklists - Export to PDF and XLSX. This does not change checklist data. It creates PDF or Excel files for download. || OnPopular

Advance Checklist Functions

• Require PIN code before signing a checklist

  Overview: PIN code before signing a checklist PIN-to-sign requires each user to enter a personal PIN before Completed by, Accepted by, or Approved by, which is used on projects that need an extra signing control. The company must have the SecurityModule. Your role can be any user to set a personal PIN. Enabling the project setting requires Project Owner or Admin, and the company SecurityModule. You can find your PIN at profile - MFA settings - PIN for signing checklists, anFew readers