Template center: for checklists

• Find the template center for checklists

  Hit the ground running with your own Template-center, where you can manage all of your checklists and test sheets. The Template-center let's you either create your own checklists and test sheets, or use CxPlanner's default templates. What can you do in the Template-center There multiple ways to work with templates, but the main ways are: Create personal templates you use own your own projects Share templates with your company and streamline your workflows Import your ExcelSome readers

• Create a new checklist template

  When you have opened the Template-center you should see a view like the one below. You can navigate between the Public, Company-shared and Private templates in the different menus. Template area Checklist-area (private, company and public templates) Create a new template Hit the "Add Template"-button and specify a name for the template and optional also a category. The example below createsSome readers

• Import checklist from Excel to the template center

  You easily import your existing checklist and test sheets into CxPlanner's structure. Use the method below or contact our support-team, who will do the importing for you directly! Import yourself Click on the "Import from XLSX (Excel)" button: Import XLSX button Download the Excel template converter In the popup box select the "Download template". This file will let you convert your existingPopular

• Use AI to generate test scripts

  You can leverage CxPlanner's trained AI engine to generate new checklists and test scripts. When using the engine, you only need to provide an equipment type, and our AI will generate the test for you. If needed, you can further refine it by specifying topics and focus areas.Few readers

• Customize and add extra data to test items

  Customize name of optional fields and adding more fields Within a template you customize the name of the optional fields (Scope, Method, etc.). Warnings If you are combining two or more templates on a project, then the lastest imported template will decide the name of the optional fields. Example: If you have changed the name of "Scope" to "Area" in templateA, and you have changedFew readers

Projects: All checklists on the project

• 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 importFew readers

• 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. Video guide Enable the bulk editing To enable bulk editing click on the grey "Menu" and select bulk editing. Then you should see the yellow buttons: Bulk editing in the system and test view (https://storFew readers

• Customize the overview (columns, percentage, 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. CFew 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 befoSome readers

Advanced checklist settings

• "Completed by" setting

  Completed by setting In some industries, it is required to have a "completed by" option in checklists. This is often used is special industries, such as the oil & gas platforms. When this setting is enabled, then users with the project role as Designer or Contractor can only complete the checklist. After the completion, another user must then either approve or reject the checklist. Enabling the feature The feature can be enabled within the "Project settings =Checklists =<sSome readers

• Use spreadsheets inside checklists for TAB

  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 spreadsheets, 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 clickiFew readers

• Links 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 To use this feature you must the the custom columns in the settings. The supported columns are: Col1 - Col16. Formatting data When inserting data - which can be done by hand or by importing the spreadsheet justFew readers

• 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 readers

• Auto-import checklists or test items

  Auto-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:Some readers