Changes to Common Tasks in Upgraded Projects


In this article, we will review how three common tasks have changed in upgraded projects.

  • Viewing checklists
  • Copying account templates
  • Batch creating checklists

This article will use examples based on a checklist named "AHU-1" and a checklist template named "Air Handling Unit", both with three sections: "Mechanical", "Electrical", and "Controls".

Viewing Checklists

Prior to upgrading, you would see a single checklist in the list, "AHU-1". You would click on the checklist name to view that checklist and its three sections. You could then answer the lines of any of those checklist sections, set their status, reassign them, and so forth.

After upgrading, the single "AHU-1" checklist will be converted into three separate checklists, one for each section. Clicking on one of these will let you view only that checklist, which was not possible before the upgrade when it was one of three sections.

To see all three checklists on a single page as you did prior to the upgrade you will use the new "Group" page. First, sort the list of checklists by Asset. All three checklists will appear underneath the "AHU-1" blue divider. Click "Open Group" to view all three checklists on a single page. You can then answer the lines of any of those checklists, set their status, reassign them, and so forth.

Note: You can also click the name on the left side of the blue divider to visit the group page.

Alternatively, you could filter the list of checklists by selecting "AHU-1" in the equipment filter, then click the "Open Group" button at the top right of the list (right next to "Clear Filters").

Copying Account Templates

Prior to upgrading, you would copy the "Air Handling Unit" account template into the project by clicking "Copy from Account" and then  select  the "Air Handling Unit" template.

After upgrading, the "Air Handling Unit" template will have been converted into three separate templates, one for each section. You would click "Copy from Account" and then select each of the three "Air Handling Unit" templates.

Batch Creating Checklists

Prior to upgrading, you would create the "AHU-1" checklist by selecting the "Air Handling Unit" template, then equipment "AHU-1". This would create one checklist with three sections (because the "Air Handling Unit" template has three sections).

After upgrading, the "Air Handling Unit" template will have been converted into three separate templates, one for each section. In the batch process, you would first select equipment "AHU-1", then select the three "Air Handling Unit" templates. This would create three checklists.

The new batch process has some additional options as well. In the final step, you can set a different checklist type for each template you selected. You can also customize the name that each checklist will be given.

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