Checklists: Creating Templates

• Create and manage checklist templates

  Overview How do I create and manage checklist templates in the Template Center? The Template Center allows you to create, organize, and customize checklist templates for reuse across multiple projects. You can manage visibility, availability, structure, and required input fields. || All users with registered company will have access to the template center When and why to use this Use the Template Center when you need to: Reuse checklist formats across projects StandaPopular

• 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. || Video guide below When and why to use this Use the AI engine when you need to quickly create new commissioning checSome readers

• Customize optional fields in checklist templates

  Overview How can I change the name of optional checklist fields or add new ones? In CxPlanner you can customize template fields such as Scope, Method, and others. You can also change the wording or verbiage of the PASS / FAIL / N/A options. This makes your checklists fit your project’s terminology and workflow. || Only users with the project role Manager or higher can edit checklist templates. When and why to use this Customizing optional fields helps you align checklSome readers

Checklists: Importing Templates

• Import a Word (DOCX) or PDF Checklist into CxPlanner

  Overview How do I import templates into the CxPlanner Template Center? The Template Center lets you upload checklists and documents to use across your projects. You can import Word or PDF files and convert them into reusable commissioning templates. || Requires CxAI to be enabled for your company When and why to use this Use the Template Center to standardize and streamline your commissioning documentation. When you want to upload a pre-existing checklist or form To convertSome readers

• Import a PDF Checklist into CxPlanner

  Overview How do I import a PDF checklist into CxPlanner? You can import a PDF checklist directly into CxPlanner and convert it into a usable template. This makes it easier to standardize workflows and reuse existing documents. || All users with access to the Template center and the CxAI can do this | See the How-to video guide below When and why to use this Importing a PDF checklist is useful when you already have predefined forms or documentation inFew readers

• Import a Excel (XLSX) Checklist into CxPlanner

  Overview How do I import checklist templates from Excel into CxPlanner? CxPlanner allows you to import checklist templates directly from Excel. You can either import multiple templates at once using a multi-sheet Excel file or quickly copy and paste checklist data directly into an existing template. || Only users with access to the Template Center can import checklist templates. When and why to use this Use Excel import when you want to create or update checklist templates faster aPopular

• Re-import a checklist template [System & Test view]

  Overview How do I re-import a checklist template in CxPlanner? If your company has updated an existing checklist template, you may need to re-import it into an ongoing project to ensure all checklists stay up to date. This process is quick and only takes a few clicks. || Only users with the project role Manager or higher can re-import checklist templates. || To re-import within the Asset module please refer to the Asset-help pages When and why to use this Re-importing templates iFew readers

• Advance import (bulk import) for the [System & test view]

  Overview How can I automatically attach checklists when creating new assets or equipment? With CxPlanner you can define an asset or equipment type and pre-attach one or multiple checklists. When new items of that type are created, the selected checklists are imported automatically. || Only users with the project role Manager or higher can configure checklist imports. When and why to use this Setting up automatic checklist imports is useful when you have repeated systems or equPopular

Checklists: Template Advance Settings

• Allocate a Template to a Project

  Overview How do I allocate a checklist template to a project in CxPlanner? This guide explains how to create and assign a checklist template to a specific project in CxPlanner. You’ll learn how to customize visibility, lock templates to a project, and allow external teams to import them. || All users with access to the template center and the relevant project can perform this action. | Video guide inserted below Video guide ${frame}[Onboarding: Creating a tFew readers

• Add comments to N/A Options in a checklist

  Overview How do I allow comments for N/A responses in a checklist? In CxPlanner, you can enable comments for checklist items marked as N/A (Not Applicable). This allows users to provide clarification or context whenever an item doesn’t apply to their project situation. || All users with access to checklist templates can enable the option When and why to use this Use this feature when you want to ensure that N/A responses include context or explanations. This is especiFew readers

• Lock a template to prevent editing

  Overview How do I prevent a template from being changed once it’s finalized? In CxPlanner, you can lock a template to preserve its structure and prevent any further edits. Once a template is locked, it becomes read-only permanently. || Only users with the Company role Admin or Manager can lock templates. || A locked template cannot be unlocked or modified. You must duplicate a locked template to make changes. When and why to use this Template locking is helpful whSome readers

• Customize line items with extra data [Advanced]

  Enrich line items with additional information such as internal links to files, photos and more.Few readers

• Inject asset and test data into line items (e.g. Manufacturer name)

  Overview How can I use attributes in checklist line items? Attributes let you embed values directly from your checklist or equipment data into line items. Instead of writing static text, you can dynamically reference values such as manufacturer, voltage, or even links and files. || For the asset module you might want to use the "sync-feature" which allows asset-attributes to be updated from the line items. When and why to use this Attributes save time and reduce errors when you need tFew readers

• Use scripting within a checklist

  Overview How can I use scripting to automate my checklist tasks in CxPlanner? Scripting lets you automatically update checklist values or reassign tasks based on user input. Instead of manually editing line items, scripting rules can process the entered data and adjust values or task assignments in real time. || Only users with the project role Manager or higher can enable and configure scripting. || Only available in the System & Testview, QA and QC module. For assets use the "SynchFew readers

• Use inline tables in checklists for data collection

  Overview How can I add and work with inline spreadsheets/tables in my checklists? In CxPlanner, you can embed spreadsheets directly inside your checklists. This lets you customize the layout, collect specific values, and even perform calculations without leaving the platform. || All users with access to the template center can use this feature When and why to use this Inline spreadsheets are useful when you need to capture structured data directly in a checklist. Instead of uploadPopular