Project Checklists

Standard Treeview path: CMiC Field > Site Management > Project Checklists

Checklist Access

In order to access the Project Checklists program, users will need to be assigned menu access on their security role through Role Maintenance or directly to their User Access. Users will also need to have the create privilege for the specific checklist type they intend to execute. Template level privileges can be granted through Checklist Template Maintenance.

Open the Checklists program by selecting the Project Checklists option from the menu. Project Checklist can also be accessed on the web. By default, it is located under the “Site Management” menu option, but its location may differ in environments with customized menus.

NOTE: Project checklists inherit template locks from system level checklists. If a project template is locked users cannot make any changes to the locked template. See the Checklist Template Maintenance article for more information on template locking.

Creating a New Checklist

New checklists can be created by pressing the Plus icon (). Create a new instance of a given checklist by selecting the type from the menu that appears.

Note:  Once a checklist has been created using a selected checklist template, that template is locked and cannot be edited. Any attempts to edit the checklist template will prompt the user to create a new branch of the template and make the changes to the new branch instead. See Checklist Template Maintenance for more information on checklist template management.

General Tab

Standard Treeview path: CMiC Field > Site Management > Project Checklists - General Tab

This tab is used to capture high-level information about the checklist. Here, users can view checklist progress, select the default issue contact and issue type, view the date the record was created and the user who created the record. This tab also allows the user to enter values for any Header-fields that have been set up for that checklist template in the header section (see the Edit Header section of the Checklist Template Maintenance screen for more details). Any instructional documents that have been added to the checklist template will also be displayed and available for the user to view.

Issue Responsibility and Type

These values will be populated by default in any new Issues that are created during the execution of the checklist record (either manually or automatically after selecting a non-compliant answers). This allows the user to quickly document issues that arise from checklist execution.

Checklist Progress

This bar shows the percentage of checklist questions that have either a selected answer (for Radio, Dropdown, Multicheck, and Time/Date type questions) or a text entry (for Open Text answers).

Checklist Tab

Project Checklists - Checklist Tab

This tab displays the checklist questions and is used to execute the checklist. Below each question, an Expand link and three icons are displayed:  Notes [], Issues [], and Attachments [].

Expand

Gives users a full view of all the photos, notes, and issues associated with that checklist question.

Notes

Selecting the Notes icon will pull the user into the Expanded view and bring up the keyboard, to allow them to enter a new note on that checklist item.

Issues

Allows the user to create and link a new issue (or link an existing issue) to the question. Issues linked to checklist items are collected and displayed in the Issues tab. Please note that selecting non-compliant responses will force the user to create (or link) an issue to the question.

Attachments

The Paper Clip icon will open the menu with different methods of adding attachments.

  • New Photo: Opens the device camera and allows the user to attach new photos to the question. Annotations can be added to any photos by tapping the thumbnail from the camera roll or from the Attachments section and using the Edit/Annotation tools.

  • Device Library: Allows the user to attach photos stored on the device.

  • File Manager: Allows the user to attach PDFs and other documents stored on the device.

  • Project Documents: Allows the user to attach existing files to the question from the document folders they have access to on the project within CMiC.

Issues Tab

This tab displays all the issues associated with the checklist.

When a user selects a non-compliant answer, they are forced to document it by creating a new Issue record or linking to an existing one. If the Issue Responsibility and Issue Type fields found on the General tab are filled, these values will be populated in the new issue automatically. Additional notes and photos can be added to the Issue. Please note, non-compliant responses cannot be selected without the documentation of a related issue.

Submitting a Checklist

The user can submit the checklist at any point, from any one of the above tabs, by pressing the [Submit] button. They may also save the checklist without submitting it, by selecting save from the overflow menu () to the right of the submit button. It’s recommended that checklists are submitted only when satisfactorily completed, as users may not have the necessary privileges to edit the record after submission.

Reporting

To learn about how you can use your checklist data for reporting purposes, refer to Creating BI Reports From Project Checklists.