View Checklists

Modified on Thu, 6 Aug at 5:15 AM

The 'Checklists' module in the Project Management Console enables project managers from general contractors, subcontractors, and other participating companies to efficiently manage inspection and event-related tasks.

Create new checklists and assign them to themselves or team members.
Complete and submit checklists that have been assigned to them.
View and download completed checklists for review, documentation, or reporting purposes.

The Checklists Screen

Ensure you are on the 'Checklist Lists' screen within the 'Quality' module of the project. If not:
- Click the main menu at the top-left
  Click 'Checklist' under 'Quality' in the menu drop-down.
  The 'Checklist Lists' screen opens by default.
  Click 'Board' on the left

The 'Boards' screen opens and shows the checklists under various stages.

The general contractor can view all checklists handled by all contractors and other project participants
The subcontractors can view only the checklists in which they were involved

Use the following links to jump to the sections you need help with:

Boards View

Click 'Boards' on the left to return to 'Boards' screen if you are already on a different screen in the checklists module

Stages:

Draft - The checklists that are created by you or your staff, but yet to be forwarded to the assignee.
In Progress - The checklists that are forwarded to the assignee and yet to be completed
Completed - The checklists that have been completed and submitted. You can review and download the PDF version of the completed checklists at any time

Each card shows the at-a-glance details of the checklist:

1	-	Title of the checklist, briefly explaining the event.
2	-	The creation date of the checklist.
3	-	The individual responsible for managing and completing the assigned inspection or event.
4	-	The individual who initiated and assigned the checklist within the project.
5	-	The contractor company to which the assignee belongs.
6	-	The exact area on the site where the event/inspection takes place.
7	-	The date on or before which the inspection/event is to be completed. For items that are due shortly and overdue, the due date is highlighted to indicate the criticality. Yellow - The event is due within the next seven days Red - The event is overdue
8	-	The current status of the item. The possible values are: Draft In progress Completed

Click a card to open the checklist

List View

Click 'List' on the left to open the checklists in the list view

The list view shows the checklists as a list with their details:

The 'Default View' shows all the standard columns. However, you can customize the table by removing the columns you don't want to see, by right-clicking on the column header and deselecting the columns and re-arranging the columns in the order you want to view. See Customize Columns in List Views for more details. Following is the list of all possible columns:

S No - The serial number of the checklist.
Title - The subject of the checklist. Click the name to open the checklist.
Responsible Contractor - The contractor company responsible for executing the inspection or the event.
Assignee- The individual belonging to the responsible contractor assigned to execute the inspection or the event.
Status - The current progress state of the event. The possible values are:
- Draft
- In Progress
- Completed
Due Date - The overall deadline date of the checklist completion and submission. For events that are approaching their deadline or are already past due, the due date is visually highlighted to emphasize urgency:
- Yellow - The event is due within the next seven days
- Red - The event is Overdue.
Created On - The date on which the checklist was generated
Location - The area of the event or the inspection.

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box located at the top left to find an entry using any value from the table as search criteria 
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns. See Customize Columns in List Views.
The options at the top left 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:Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download as Excel Sheet
Click the 'Download' icon at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details

See the following sections to learn more: