Checklist item, section and control method

This guide centers around the checklist section and items in Streambim, providing users with step-by-step instructions on creating a new checklist section and items. By following these instructions, users can easily navigate the platform, understand the process of creating a straightforward checklist, and efficiently add items and sections to improve their checklists.

StreamBIM offers several methods for checking out checklist items. Additionally, users have the option to require comments and/or photos before they can check out an item.

In the upcoming example, we will illustrate the creation of a checklist item using each of the available filling methods.

1. Click on + Add section

The section feature allows users to group checklist items together.

2. Provide a title, select a condition, and determine the repeatability

Condition: Controls if this checklist item is always visible or if it is based on the previous answer
Repeatable: Check this box if you want the checklist item to be repeated on a regular basis.

3. To complete, click on the "Create" button.

4. To add your first item to the created section, click on the "+ Add item" button.

5. Enter a title and choose control method

You have the option to select either visual control or measurement.

6. To complete, click on the "Create" button.

7. Choose type of checkout method

StreamBIM provides a variety of methods for checking out checklist items, including:

Simple checkbox: This method allows users to mark an item as checked or unchecked by clicking on a single checkbox.
Yes/No: Users can select either "Yes" or "No" to indicate the completion status of the checklist item.
Single select dropdown: This method presents users with a list of options, and they can choose one option from the dropdown menu to represent the status of the checklist item.
Multi-select checkboxes: Users can select multiple checkboxes from a list of options to indicate multiple selections related to the checklist item.
Text input: This method enables users to provide a text description or comment relevant to the checklist item.
Number input: Users can input numerical values to represent quantities or any other numerical information related to the checklist item.
Date input: This method allows users to enter a specific date related to the checklist item, such as a due date or completion date.
Object property: Users can associate the checklist item with specific properties or attributes of an object within StreamBIM, providing additional context to the item.
Signature: This method enables users to digitally sign off on the completion of the checklist item, providing a verified record of acknowledgment. Signing can be allowed on behalf of others.

These diverse methods cater to various scenarios and preferences, offering flexibility and precision when managing checklist items within StreamBIM.

8. Choose a workflow where you store the topics created in the checklist.

9. Additional requirements for control

You can check these boxes to require a comment, photo, and allow the item to be ignored as relevant.

{[{category.name}]}