Checklists Overview

Linarc empowers project managers to efficiently monitor and track various events and inspections, whether assigned to team members or completed personally, through structured and easy-to-use smart checklists. This versatile feature supports a wide range of use cases — from site safety checks and progress reviews to punch list inspections, material delivery checks, events, and even routine daily activities like toolbox talks.

• Checklists are created at the project level and assigned to the responsible party, typically using ready-made templates for consistency and efficiency.
• Template management is handled centrally at the company level, where a master list of checklist templates is maintained. These templates are available for selection when setting up new inspection or checklist tasks within individual projects.
• Checklists can be created one at a time as needed, or scheduled to repeat. For inspections that recur on a fixed cycle, such as daily safety walks or weekly equipment checks, you can set up a checklist schedule once. Linarc then creates and assigns the checklists automatically on a daily, weekly or monthly basis

One-Time Checklists – Workflow

1. Checklist Assignment – To Responsible Organization

The assignor—typically a project manager—initiates the process by creating a checklist from a template using the web or mobile app. The checklist is then assigned to the appropriate contractor organization responsible for the task. If the event or inspection is to be handled internally, the assignor can assign it to their own organization.

2. Checklist Assignment – To the Team Member

Once the contractor organization receives the assignment, a responsible manager selects a specific team member to perform the inspection or event and complete the checklist. For self-performed work, the checklist can also be self-assigned.

3. Checklist Completion

The assigned team member completes the checklist using either the web or mobile app, depending on their role and the location of the task. Once completed, the checklist is submitted for review.

4. Review and Download

Upon submission, the assignor receives a notification and can review the completed checklist. For documentation and reporting purposes, the checklist can be downloaded as a PDF.

Scheduled Checklists – Workflow

Scheduled checklists follow a shorter path, because creation and assignment happen automatically.

1. Schedule Setup

The creator, typically a project manager, selects a template and assigns the schedule to a specific team member or to a project role within their own company. They then set how often the checklist repeats and the start and end dates. When a role is selected, every person who holds that role on the project receives their own checklist each time.

2. Automatic Creation and Assignment

On every scheduled date, Linarc creates the checklists overnight and assigns them directly to the selected people, who are notified. No manual routing or assignment is needed.

3. Checklist Completion

Assignees complete and submit the checklists from the web or mobile app, exactly as they would a one-time checklist.

4. Review, Download and Reports

The creator reviews submitted checklists and downloads them as PDFs. They can also generate a single report covering all completed checklists from a schedule.

5. Schedule Management

From the ‘Checklist Schedules’ screen, the creator can edit, stop, restart or delete the schedule. Checklists already created are always kept.

One-Time and Scheduled Checklists at a Glance

See the following sections to learn more:

• View Checklists
• Create a Checklist
• Assign a Checklist to a Team Member
• Schedule Recurring Checklists
• View and Manage Scheduled Checklists
• Complete and Submit a Checklist
• View and Download Completed Checklists
• View Checklists (Mobile)
• Create and Assign a Checklist (Mobile) 
• Complete and Submit a Checklist (Mobile)