Checklist Overview

In the Checklist section of the site, you can create, edit, and complete checklists for systems and equipment that are installed during the construction phase of the project. In addition, checklists may be created to track safety or other important items that are not directly related to assets.

Each checklist contains sections of procedure lines, documents, permissions, history, and issues. Each section can be expanded by clicking the section name.

Checklists can be batched from the existing template library or created from a blank form. Any of the above methods is an acceptable way to create new checklists.

NOTE You can import a checklist from a spreadsheet to use as a template.

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