Checklists can be created by clicking on the + icon as below:
Here is an example of what a checklist might look like. To create subfolders for your checklists, add "/" to the name, which you may want to do if you intend to create multiple checklists. In the example below, "ELEC" will end up under the "QA" folder.
Then select where the checklist is to be assigned.
- A checklist can be created per room, either in all rooms in the model or in selected rooms.
- By selecting "storey", the checklist will be added to all the storeys in the model.
- You can also select "Custom" and then you will be able to search for objects in the model and assign the checklist to these.
- The checklists can also be repeated, if the same checklist is to be filled in several times.
- Workflow can be selected so that topics created on checklist items that cannot be completed, automatically end up in the selected workflow.
Next choose which groups will be permitted to see the status and fill out the checklist items.
You can create checklist items by clicking on the +.
After you create a checklist item, you can add a title, a description, and select the control method for the item (visual or measurement). You can also choose to require comment and/or a photo before the user is permitted to check out the item.
See below for a view of checklists that are organized into folders.