Search Tips
Overview
Construct PM allows users to quickly and easily access their project checklists.
Checklist Log
The Checklists log
The Checklists log screen appears after the user selects Checklists from the
Search
Press the Filter icon (
) in the search bar to filter the search results. Checklists can be filtered by status, type, project partner, created by, and submitted date.
Sort
Press the icon that reads, "Date Created" to sort records by date created, date submitted, checklist number, or status.
Group By
Press this icon to group the log by checklist number, status, checklist template, contact, partner, or date created. Press the arrow to sort the results in ascending or descending order.
NOTE: This option is only available on the web.
Delete
Press this link to delete the issue record from the project.
Checklist Access
In order to access the Checklists screen, users will need to be assigned menu access on their security role through Role Maintenance or directly to their User Access - CMiC Field. 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 screen by selecting the Checklists option from the menu. Project Checklists can also be accessed from CMiC Field. By default, it is located under the “Site Management” menu option, but its location may differ in environments with customized menus.
NOTE: The Classic Checklists screen has been deprecated. It will no longer appear in the navigation rail of the Construct PM app as of release 1.0.44. Access to existing Classic Checklists is available through the Classic tab, see Accessing Classic Checklists for more information.
Creating a New Checklist
New checklists can be created by pressing the 
)
Create a new instance of a given checklist by selecting the type from the Select Checklist Type menu.
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
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.
Location Code
Select a location code for the checklist.
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).
Instructional Documents
This field contains documents saved to the template for reference during checklist execution. These documents are maintained in the Checklist Template Maintenance screen. For more information, please refer to Checklist Template Maintenance - CMiC Field Security.
Attachments
Press the Add Attachments button in this field to add an attachment to the checklist. The user can either take a new photo with the device's camera, attach a file from the device library, or attach a document or drawing already saved in Construct PM.
Notes
Enter any additional notes concerning the checklist here.
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. Enter any additional notes concerning the checklist here.
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 Attachment 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
Project Checklists - 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 Checklist Reports
The reports printing functionality in Construct PM allows users the flexibility of printing a single report (form letter), or multiple reports (form letters) and attachments, the latter option producing a single PDF file with all the reports and attachments as pages of that file. For more information, please refer to Construct PM – Construct Printing .