Checklists: Creating Templates

• Create and manage checklist templates

  Overview: create and manage checklist templates The Template Center lets you create, organize, and customize checklist templates for reuse across projects, including visibility, availability, topics, and required inputs on each line item (checklist item). For Excel, Word, or PDF import, see the dedicated import guides. For locking a finished template, see Lock a template to prevent editing. Your role mPopular

• Generate Checklists and Test Scripts Using the AI Engine

  Overview: generate checklists with CxAI CxAI checklist generation creates commissioning checklists and test scripts from an equipment or system type, and optionally from a Sequence of Operation (SOO) upload, which is used to kickstart PFC, FPT, IST, and Level 1-5 test plans. For importing an existing Excel, Word, or PDF checklist, see the import guides. Your role must be Manager or Admin. You can find the menu at Checklist module or Test plan builder - Generate using AI.Popular

• Manage and Use Templates in the Template Center

  Overview: Template Center management The Template Center in CxPlanner lets you create, manage, and import checklist templates - including commissioning tests, quality assurance, quality control, and site inspection templates - from a central library outside any individual project, which is used to standardize testing procedures across projects. For Excel-only import steps, see the Excel checklist import guide. For locking a finished template, see the lock-template guide. Your role must bFew readers

• Customize optional fields in checklist templates

  Overview: customize optional checklist fields Optional field customization in Template Center lets you rename columns such as Scope, Method, and Acceptance criteria, and change the wording of PASS / FAIL / N/A, which is used when a project needs its own test terminology. Your role must be Manager or higher. You can find the menu at Template Center - open a checklist template - click a column header. This changes field labels on all checklists created from that tempSome readers

Checklists: Importing Templates

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

  Overview: import Word or PDF checklists Import converts Word (.docx) or PDF checklists into editable commissioning templates with CxAI, and also supports general PDF documents and migrations from CxAlloy or Facility Grid. For Excel (.xlsx) spreadsheet import, see the Excel checklist import guide. For PDF-only steps, see the PDF checklist import guide. Your role must allow Template Center import, and CxAI must be enabled for your company. You can find the menu at Template Center - CommiSome readers

• Import a PDF Checklist into CxPlanner

  Overview: import a PDF checklist PDF checklist import in Template Center uses CxAI to extract line items from a PDF and create an editable checklist template, which is used when owners or contractors hand over existing PDF test forms. For Word (.docx) or Excel (.xlsx) import, see those dedicated guides. Your role must allow access to Template Center and CxAI. You can find the menu at Template Center - AI Create and Import Files - Import PDF Checklist. This creates a new editaFew readers

• Import a Excel (XLSX) Checklist into CxPlanner

  Overview: import Excel checklist templates Excel checklist import in Template Center lets you create one or many checklist templates from a spreadsheet (.xlsx), or paste rows into an existing template, which is used for bulk import of commissioning tests and mass upload of test scripts. For Word or PDF import with CxAI, see the Word and PDF import guides. Your role must allow access to Template Center. You can find the menu at Template Center - Import Files - **Import CxPlanner ExcPopular

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

  Overview: re-import checklist template in System & Test view Re-importing a checklist template in System & Test view applies an updated company template to checklists already in use in a project, which is used when the company checklist library changes and active projects must stay aligned. For re-import in the Asset module, use the Asset help pages. Your role must be Manager or higher. You can find the menu at System & Test view - Menu - Bulk edit many items - **ImFew readers

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

  Overview: advanced bulk import in System & Test view In System & Test view, you can define an asset or equipment type and pre-attach one or more checklists so that new items of that type get those checklists imported automatically, which is used for repeated systems such as VAV boxes, fans, or pumps. It applies only to System & Test view. Your role must be Manager or higher. You can find the menu at Project settings - Checklists. This changes automatic checklist cPopular

Checklists: Template Advance Settings

• Allocate a Template to a Project

  Overview: allocate a template to a project The Template Center availability settings let you duplicate and lock a checklist template to a specific project, which is used when a test script must stay project-specific and not be reused elsewhere without a new import. For general template creation, see the Template Center create-and-manage guide. Your role must allow access to Template Center and the target project. You can find the menu at Template Center - create or open a template - **Some readers

• Add comments to N/A Options in a checklist

  Overview: comments on N/A options The Comment on NA setting in Template Center lets you require a comment whenever a line item is marked N/A (Not Applicable), which is used when commissioning tests need a written reason for skipped items. Your role must allow access to checklist templates in Template Center. You can find the menu at Template Center - open a template - line item settings. This changes how N/A responses are collected on checklists created from the template, andFew readers

• Lock a template to prevent editing

  Overview: lock a checklist template Template locking in the Template Center makes a checklist template permanently read-only, which is used when a verified test script must stay unchanged across projects. Your role must be company Admin or Manager to lock templates. You can find the menu at Template Center - Checklists - template three-dots menu - Lock Template. This makes the template permanently read-only. Locked templates cannot be unlocked. ||| A locked template cannoSome 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

• Auto-fill checklist line items with asset data

  The attribute placeholder feature in the Assets module pulls live values from an asset's overview columns - default columns like Manufacturer and Model, or custom columns you've added at the project level - directly into checklist line item text, by referencing {{ ColumnName }}. Use it so verification questions like "Is the manufacturer Mitsubishi?" fill in automatically instead of being retyped on every line item. || Only users with the project role Manager or higher can conSome readers

• Use scripting within a checklist

  Overview: checklist scripting Checklist scripting lets you automatically format entered values or reassign tasks based on PASS or FAIL, which is used when many line items need consistent units or automatic ownership changes on fail. Your role must be Manager or higher. You can find the menu at Checklist module - enable the Scripting column. This changes checklist data values, task or observation ownership, and exports that include scripted columns. || Only users with the projFew readers

• Use inline tables in checklists for data collection

  Overview: inline tables in checklists Inline spreadsheets in Template Center let you embed a table inside a checklist to collect numbers, run simple formulas, and mark input cells, which is used when a test needs tabular data without a separate Excel file. Advanced Excel features may not be supported. Your role must be Manager or higher to configure inline tables. You can find the menu at Template Center - open a checklist template - insert Inline Spreadsheet. This changes chPopular