Checklists: Creating Templates

• 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 Excel XPopular

• 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 Create a new template Hit the "Add Template"-button and specify a name for the template and optional also a category. The example below creates a ventilation template: (https://storage.crisp.chatPopular

• Generate Checklists and Test Scripts Using the AI Engine

  Overview How do I use the AI engine to generate checklists and test scripts? CxPlanner’s AI engine enables you to automatically generate commissioning checklists and test scripts by simply selecting a system or equipment type. This feature accelerates setup, ensures consistency, and leverages a model trained on real-world commissioning data. When and why to use this Use the AI engine when you need to quickly create new commissioning checFew 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 changedSome readers

Checklists: Importing Templates

• Import 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 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 existing sprPopular

• How to re-import a template

  How to reimport a template: You may find yourself in a situation where it is necessary to reimport templates for ongoing projects if your company has updated its checklists. Fortunately, this is super easy to fix and can be done with just a few clicks. Start by clicking on "System & Testview" in the left sidebar. Then, click on "Menu" and select "Bulk edit many items" Once thisFew readers

• Advance 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

Checklists: Template Advance Settings

• How to Lock a Template (Prevent Editing or Modifying)

  How to Lock a Template (Prevent Editing or Modifying) Overview The "Template Lock" feature allows users to secure a template in its current form by locking it from any future edits or changes. Once locked, the template becomes read-only forever. When to Use Template Locking You want to preserve a finalized version of a template. You need to ensure that templates used acrFew readers

• Using attributes to populate values/information

  A special feature you can use in the line items is our attributes . By using this feature, you can embed/populate values from the equipment/checklist and use them directly in the line items. Take this example: At the checklist level, you have already specified the manufacturer name to be Mitsubishi. Within the line items, it's possible to use that value. For example, a line item could be: "Is the manufacturer: Manufacturer ?". That would be translated into "Is the manufacturer: MFew readers