Complete and Submit a Checklist

The 'Checklist' module gives you direct access to all checklists assigned to you. It allows you to review and complete the checklist items related to a specific event or inspection task. As you perform the task, you can enter relevant details for each item directly.

Once all checklist items are completed, you can submit the checklist to the assignor for review and record-keeping. Upon submission, your signature is automatically appended to the checklist as a form of endorsement, and it is then forwarded to the assignor.

Prequisite: Make sure your signature has been added to your user profile. If you haven’t registered your signature yet, refer to the Register your Signature section for step-by-step guidance.

To access and complete the checklist assigned to you

• Ensure that you are in the checklists module of the project. If not,
  • Open the project management console
  • Click the app launcherand select 'Quality'
  • Click 'Checklist' on the top.

The module opens at the 'Board' view

• Locate the checklist assigned to you under the "In Progress" column.
• Alternatively, you can switch to List View and click the checklist name directly from the list

 The checklist is organized into sections, which are listed on the left sidebar.  When you select a section, its corresponding items appear on the left. Mandatory items are indicated with a red asterisk (*).

• Enter the required details for each item listed on the left.
•  You can open and complete the remaining sections in any order.
• You can add supporting attachments, notes/comments to your responses. You can also add links to other document items like plan sheets, RFIs, and Submittals of the project to the responses, if needed.

To add attachments

• Click '+ Attachments' at the bottom-left of the field to add attachments like photos, images, and/or other document files to your response:

• To attach an item from your device, select 'Upload' and drag and drop the file to the right pane
• Alternatively, click 'Browse' and navigate to the required file
• To attach an item from the project's file repository, choose an option on the left from Company Drive, Project Drive, or System Drive
  • Navigate to the item you want to upload

To add notes or comments

Click 'Notes' at the bottom of the field

• Type your text inside the text box
• Use the options at the top to format your text and insert links to external resources
• Click 'Save' to append your notes to the response

To add links to other project document items

You can add related plan drawings, schedule items, budget items, and project documents like RFI, submittals, punchlists etc., to your response for reference. 

• Click 'Link' at the bottom-right of the field 
• Choose the type of the item from the drop-down at the top

• Select the item to link
• Click 'Add'
• Repeat the process to link more items as required

Notes on Plan drawings and plan markups:

You can link plan drawings with or without markups, or already existing markups to the PLI.

Plan drawings with or without markups:

• Choose 'Plans' in the link items drop-down menu
• The plan drawings added for the project are shown:

• To add a plan sheet, select the plan you want to use by clicking the check box on its left and click the 'Add' button
• To create a new markup to specify the location or illustrate the defect, click 'Add markup' on the left. See Markups for guidance on creating different types of markups on the plan drawing.
• Enter a name for the markup and click 'Ok' to add the newly created markup.
• Repeat the process to add more plan drawings.

Plan markups

• Choose 'Plan Markups' in the link items drop-down menu
• The list of plan markups added to various plan drawings for the project is shown
• Select the markup and click the 'Add button'
• Repeat the process to add more markups

Submit the Checklist

Once all relevant items are completed, click "Submit" in the top-right corner to forward the checklist to the creator for review.

The confirmation dialog appears with your signature. If you haven't registered your signature to your user profile yet, you will be prompted to do so. 

• Click 'Submit' to forward your checklist to the assignor