Overview

• 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

Checklist-templates

• 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

• Use scripting within a checklist

  Scripting is a new feature which allows you to automate some data-tasks within the checklists. The main purpose is for you to utilize the value, that a user types in on a line item. Setting the scripting up First you have to enable the scripting column. Then you have these options for modified data. And these for modifying the task the PASS/FAILFew 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

• Customize line items with extra data [Advanced]

  Available transformsFew readers

• Use AI to generate test scripts

  You can leverage CxPlanner's trained AI engine to generate new checklists and test scripts. When using the engine, you only need to provide an equipment type, and our AI will generate the test for you. If needed, you can further refine it by specifying topics and focus areas.Few readers

File-templates

• Create a file/folder structure template

  A folder structure template makes it easy to standardize your folder and file setup in CxPlanner, so you can quickly create consistent projects without starting from scratch every time. This ensures a uniform organization and can save you a lot of time in the long run. Step-by-step guide Go to the Template Center Open “Folder structure” Click “Add template” Give your template a name Set up your folder structure Steps 1, 2, 3 & 4 – Create your tempFew readers

Repport-templates

• Create a report template

  You can create a Template Report and then import it and use it on your projects. You can find the report template are in your Template-center: Report Template areaFew readers

Project-templates

• Standard project for your company

  You can standardize the projects created on your company profile. If you save a project as a template, it can be used as a global project standard each time a user adds a new project. This feature is particularly useful if you want to maintain a consistent folder structure across all added projects.Few readers

Advanced

• 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

  You may find yourself in a situation where it is necessary to re-import 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 this is done, find the folder whereFew 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

• 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