Checklist Overview

• Manage checklists and test packages in the System and Test view

  Two separate modules - read this first ||| The System and Test view (Commissioning module) is not connected to or dependent on the Asset module. These two modules operate independently and serve different purposes. Changes, configurations, or data within one module do not affect the other - you can work in the System and Test view without enabling or configuring the Asset module, and vice versa. If you're trying to do one of these instead, use the Asset module **Track checklist completiSome 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 Role Role View Checklists Create Checklists Edit Tasks Close Tasks Close Others' Tasks Admin ✅ Yes ✅ Yes ✅ Yes ✅ Yes ✅ Yes Manager ✅ Yes ✅ Yes ✅ Yes ✅ Yes ✅ Yes Consultant ✅ Yes ✅ Yes ✅ Yes ✅ Yes ❌ Only own | Designer | ✅ Yes | ✅ Yes | ✅Few readers

• Bulk import and updating of checklists with Excel

  Overview How do I bulk import or update project data in CxPlanner? CxPlanner supports seamless bi-directional synchronization with Excel spreadsheets. This allows you to upload large datasets quickly, keep them updated during the project, and ensure your structure in CxPlanner matches your project documentation. || Only users with the project role Manager or Admin can perform imports and updates. When and why to use this **Bulk import and update is useful when you need toPopular

• Assign responsibility to checklists and tasks

  Overview How do I assign a checklist or task to a person, company, or user group in CxPlanner? Responsibility assignment in CxPlanner works at two levels: the checklist level and the task level. Checklist assignment defines who is responsible for completing an entire checklist and supports three assignment types - a person, a company, and a user group, all of which can be set simultaneously. Task assignment defines who is responsible for resolving an individual task or issue, and supports aFew readers

• Bulk edit checklists

  Overview How do I bulk edit multiple checklists in CxPlanner? Bulk editing allows you to update, move, copy, or delete multiple checklists at once instead of doing it one by one. This is especially useful when working with large projects containing hundreds of similar items. || Only users with the project role Manager or higher can bulk edit checklists. If you want to bulk edit checklists using Excel, please read this guide: [Bulk editing with Excel 2-way sync](/en-us/article/z2vkPopular

• 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". || Only users with the project role Manager or Admin can perform this action. When and why to use thisPopular

Performing Checklists

• Find and Perform Checklists on Desktop and Mobile

  Overview How do I find a checklist assigned to an asset and perform it on desktop or mobile? This article covers the Checklists module in CxPlanner - specifically how to locate, open, and perform assigned checklists including responding to line items, working with topics, viewing linked tasks, uploading required photos, and generating an AI executive conclusion. It applies to all checklist types: Commissioning tests, Quality Assurance, Quality Control, and Site inspection. Scope: coverFew readers

• Create a site inspection with a required photo

  Overview How do I create a site inspection that requires a photo before closing? In CxPlanner you can easily create individual inspections directly in the Site inspection module. This feature is useful when you need to document observations with mandatory pictures. || Only users with the project role Manager or higher can create site inspections. When and why to use this Creating a site inspection with a required photo ensures that important issues are always documented with vFew readers

• Add images to an existing task

  Overview How do I add images to an existing task in CxPlanner? You can upload supporting photos or documentation to any task, even after it has been created. This ensures that task records remain complete and up to date. || All project roles can add images to tasks. When and why to use this Adding images to a task is useful when: You did not have all documentation available at task creation. You need to highlight errors or issues found later. A colleague provides new supportingFew readers

• Quick navigation between checklists

  Overview How can I move quickly between checklists without scrolling through long lists? When working on projects with hundreds of checklists, jumping directly to a related checklist saves time and keeps you efficient. CxPlanner provides breadcrumb navigation at the top of every checklist so you can easily switch between parent and sibling checklists. || All project roles can use breadcrumb navigation. When and why to use this You should use breadcrumb navigation when you want toFew readers

• Configure Multi-Step Checklist Approval Workflows

  Overview How do I set up multi-step approval flows for asset checklists in CxPlanner? The multi-step checklist approval workflow feature in the Asset module allows you to define up to three sequential sign-off levels per checklist type - with customizable level names, statuses, user group restrictions, and dependencies - which is used to enforce quality control, document commissioning sign-off chains, and gate progression between test phases. This guide covers all three locations wFew 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. || Only users with the project role Admin can enable this setting. || When enabled, only Consultants, **ManagePopular

• Bulk performing checklists

  Overview How do I bulk perform multiple checklists at once? Bulk performing allows you to approve, fail, or edit multiple checklists in one action. This is especially useful when testing large sets of equipment (e.g. 100s of VAV boxes) directly from a BMS station. || Only users with the project role Manager or Admin can perform bulk actions on checklists. When and why to use this Bulk performing is designed for efficiency in projects with many repeated checklists. Use it wheFew readers

Editing & Customizing Checklists

• Add a note field to a checklist

  Overview How do I add a note field to a checklist in CxPlanner? Sometimes you need to document extra details that don’t fit into the standard checklist fields. A note field lets you insert free text into a checklist, making it easier to record observations, clarifications, or instructions. || Only users with the project role Manager or higher can edit checklists and add note fields. When and why to use this Adding a note field is useful when you want to capture details that doFew readers

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

  Overview Sometimes a checkbox or a short comment isn’t enough to explain what you saw on site. In CxPlanner site-inspection reports, you can enable a Detailed description field and add a dedicated Notes section to capture observations, constraints, risks, and follow-ups. This is also useful if you think in terms of remarks, field notes, or inspection notes. || Only users with the project role Manager or Admin can edit templates and enable fields (this also appliesFew readers

Checklist Actions

• Delete multiple checklists at once

  Overview How do I delete several checklists at the same time in CxPlanner? Bulk deleting checklists allows you to quickly clean up your project by removing one or more checklists in a single action. || Only users with the project role Manager or higher can delete checklists. When and why to use this You may need to delete multiple checklists when: Old or test checklists are no longer relevant. Wrong or duplicated checklists have been created. A project scope has changed, anFew 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. || Only users that's responsible for the checklist or useFew 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. || Only users that have been made responsible for the checklist or users with the project role Manager or higher can perform this action. 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. || Users with the project role Admin or Manager can always interact with all checklist line items. || Users with roles such as Contractor, Designer, or Consultant must be specifically assigned to the checklist before they can take action. 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. || Only users with the project role Manager or higher can create QR codes. When and why to use this QR codes can be used in several scenarios to save time and reducSome 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. || Only users with the project role Manager or higher can perform bulk checklist downloads. 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. || Only users with the project role Manager or higher can export checklists. When and why to use this Exporting checklists is useful in several scenarios: When you need a printable report for handover or documentPopular

Advance Checklist Functions

• Require PIN code before signing a checklist

  What is this about? How do I set up and use a PIN code when signing checklists? Some projects require you to enter a personal PIN code before you can sign off on a checklist. This applies to all signing actions: Completed by, Accepted by, and Approved by. This article covers how to set your PIN, how signing works when PIN is required, and how to remove your PIN. It also covers how project admins enable the feature. How to Who can do what Action Who can do itFew readers

• Create new checklist modules or sidebar shortcuts

  Structure the System and Test view even when there's 1,000's of assets and systems.Popular

• 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. || Only users with the project role Manager or higher can enable and configure custom columns for checklist line items || All users must have access rights to the Files module to open attachSome readers