Linarc empowers project managers to efficiently monitor and track inspection tasks, 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 as a starting point for consistency and efficiency.
- Template management is handled at the company level, where a master list of checklist templates is maintained. These templates are made available for selection when setting up new inspection or checklist tasks within individual projects.
- Linarc also offers a curated collection of widely used and industry-relevant templates, which can be imported directly into your company’s master list for immediate use.
- Additionally, users can create custom templates from scratch or import a Linarc-provided template and tailor it to meet specific project or organizational requirements - ensuring maximum flexibility and alignment with your company policies.
This article explains how to manage checklist templates in your company-level master list. Use the links below to jump to the section you need:
`To open the checklist templates screen
- Ensure that you are in the 'Company Checklist Templates Configuration' screen of the company admin console. If not:
- Open the company admin console
- Click 'Configuration' at the top, then select 'Check List' on the left
The list shows all the templates in the company-level master list. The 'Default View' shows all columns in the table. You can remove the columns you do not want to see from the table and save it as your custom view. See Customize Columns in List Views and Manage Custom List Views to learn more.
- Template Name - The title of the checklist template. Click the name to open and view its sections and items in detail.
- Type - The category that defines the checklist’s purpose or application.
- User Role - Specifies the role or position of the person responsible for carrying out the event or inspection.
- Location Type - Indicates the physical or functional area where the event or inspection is conducted.
- No. of Sections - Displays the total number of sections included in the checklist.
- No. of Items - Displays the total number of individual items listed within the checklist.
- Published - Indicates whether the template is published and available for use in projects.
- Created On - The date when the template was added to the company’s master list.
- Created By - The name of the user who created and added the template.
- Actions - Provides option to remove the template from the master list.
Search and filter options:
- Use the 'Search' box located at the top left to find a template using any value from the table as search criteria
- Right-click the column header and customize the display and order of the columns as you wish
- The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Add Checklist Templates to the Master List
New templates can be added to your company master list in two ways:
Create from Scratch
- Click '+Add Template' at the bottom of the 'Checklist Templates' screen.
A blank template opens:
- Enter the general details:
- Template Name - A clear and concise label that describes the task, event, or inspection the checklist is designed for.
- Template Type - Select the category that best defines the checklist’s purpose or application.
- Project Role - Specify the role or position of the person responsible for performing the task, event, or inspection.
- Location Type - Indicate the location where the event or inspection takes place (e.g., Site, Office, Yard, etc.)
The next step is to add the sections and items within each section
- Click '+' beside 'Sections.' A new checklist section gets added.
- Enter a label for the section
- Click the 'Save' icon to save the section
Once a section is saved, you can add items to it:
- Click 'Add Row' in the right pane to add a blank row
- Add the details of the first field items to include under the section
- Item - A descriptive label for the field
- Type- Select the appropriate data format for the custom field. The available field types are:
- Yes/No/NA — Displays 'Yes,' 'No,' and 'N/A' checkboxes, allowing users to select the applicable option in the checklist.
- Pass/Fail — Displays 'Pass' and 'Fail' checkboxes for quick, binary validation.
- Number — Allows users to input a numerical value directly into the field.
- Dropdown — Lets users choose from a predefined list of options. You can configure these options in the side panel that appears after selecting 'Dropdown' as the field type.
- Date — Offers a calendar date picker, allowing users to select a specific date.
- Text — Provides an open text field for entering short notes or descriptions.
- Mandatory - Set up whether the field should be compulsorily filled-in to complete the checklist
- Repeat the process to add more checklist items to the section
- Use the trashcan icon in the 'Actions' column to remove unwanted items
- Click '+' in the 'Sections ' header and repeat the process to add more sections
Once all sections have been added, click ‘Publish’ to save the template and make it available for use across your projects.
Import from Linarc provided templates
- Click '+System Template' at the top-right of the 'Checklists Templates' screen:
The table displays a list of predefined templates provided by Linarc. This list is continuously updated to reflect the evolving needs of our customers.
- Select a template by clicking its serial number, and click 'Save'
A new template is created with a default title as the name of the source template:
- Edit the details as explained above
- Open the sections one-by-one from the left pane to view and edit the items as explained above
Once all sections are done, click ‘Publish’ to save the template and make it available for use across your projects.
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