Checklist-templates - 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 sprPopularCreate 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.chatPopularUsing 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 readersHow 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 readersHow to add a note field to a checklist
When working with checklists in CxPlanner, there may be times when you need to add extra information or context that doesn’t fit into the standard checklist fields. A note field allows you to insert free text into your checklist - perfect for adding explanations, observations, or specific instructions related to a checklist item or process. This adds flexibility and helps ensure that important details are documented clearly. How to add a note field: Open your checklist within the TeFew readersUse 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 readersUse 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 readersHow 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 readersCustomize line items with extra data [Advanced]
Available transformsFew readersCustomize 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