Onboarding & Introductions
Welcome to CxPlanner!
We’re excited to have you on board, and we look forward to helping you optimize your commissioning processes. Whether you’re a new user or an experienced commissioning manager, our platform is designed to make your work more efficient and manageable. Who are we? CxPlanner is a platform for digital management and commissioning, where you have all the tools you need right at your fingertips - project web, schedules, quality assurance, and much more. Our system ensures real-time updatesFew readersInstall and log in to the CxPlanner app
Overview How do I install and log in to the CxPlanner app? CxPlanner works seamlessly on mobile, tablet, and desktop devices. You can either use the dedicated app on iOS or Android, or access CxPlanner directly in your browser. Both give you the full feature set. When and why to use this Use the app if you want quick access with a clean, full-screen experience (no browser bar). Use the browserFew readersGet Started as a Contractor in CxPlanner
Overview How do I get started as a contractor in CxPlanner? This guide explains how contractors can log in, navigate the platform, and complete assigned tasks using the System & Test View. When and why to use this Contractors use the System & Test View to review, update, and complete checklist items assigned to them within a project. This ensures accurate progress tracking and compliancFew readers
Video guides
Tutorial: Quick set up of platform + Create a new project (intro to Admin Users)
Overview How do I set up CxPlanner company license and create my first project? This guide explains how to set up the CxPlanner platform and create your first project, including adding your company branding, configuring project details, and inviting users. When and why to use this Use this process when: You are logging into CxPlannFew readersVideo guide: Creating a new project
In this onboarding video you will learn how to create a new project and set it up with user access and do the initial work.Some readersTutorial: Setting up the "System and test view"
Learn how to set up the System and test view - add equipment manually or import it - and use the bulk editing features for fast workflows.Few readersVideo guide: Documentation Management in the Files module
The Files module in CxPlanner allows you share and work with files in many ways. This video guide is a detailed insight into some of the main functionalities including: Uploading files Uploading new versions/revisions Editing the folder structure Providing access to users / user groups Notifications on new file uploads, versions, and deleted documents Approval of files Review and Markup of filesFew readersFind and perform checklists - desktop & mobile view
Here, you'll find everything you need to get started with checklists. To make it easy for you, we've included two helpful videos: one tailored for mobile users and another designed for desktop users. Whether you're on the go or at your desk, these guides will walk you through the steps to find and work with checklists effortlessly.Few readersVideo guide: Creating a checklist in the template center
In this onboarding video we're going to add a new checklist in our template center. We'll inspect the manual way but also how to import from spreadsheets.Few readers