Create a Checklist

Checklists in Completions are electronic forms that admin users can generate as a checklist template, which is a list of tasks required, things to be done, a reminder, and/or sign off. Generating checklist templates creates consistency when creating tasks.

Only Project Admins can import checklists via the checklist import tool which allows you to create or import new checklist templates into InEight Completions. The import tool also prevents double-imports by validating against existing checklist template names, and shows errors for missing or incorrectly-configured data.

You can create a checklist from any available Completion tab. As an example, you can create a checklist by selecting the Inspections tab.

The InEight Completions product is highly customizable per your specific project requirements. Tab order and its functionality may differ than what is shown.

As with other components within Completions, the order in which you access the icons at the bottom of the screen depends on how your Project Administrator configured the system.

EXAMPLE: A technician has completed the HVAC unit installation and is now ready to complete the HVAC quality acceptance checklist. The technician navigates to the Checklists tab and Executes the checklist. The technician then documents the checklist's tasks for the day, and clicks Pending Updates. The technician can return to the checklist on subsequent days to complete the checklist, clicking Update Status to close the checklist.

Create a Checklist

In order to create a standalone checklist, do the following:

Step by Step — Create a Standalone Checklist

  1. Open a Project.
  2. Click the Checklists button.
  3. Click Create New Checklists.

  4. In the pop-up dialogue box, click on the system for which you want to create the new checklist, in this example, Instrument Calibration, then click Next.

  5. Click the Assign Team or Person button.
  6. Select a Responsible Team/Team Member.

    • By doing so, the Team or Person is automatically added to the dialogue box as the Responsible Team
  7. Click inside the Description box and add a description for the new checklist.
  8. Click on the Select Location button.
  9. From the drop-down, select the appropriate location, knowing you may need to drill down to actual location within a complex or building, as shown below.

    • By doing so, the location is automatically added to the dialogue box as the Location

  10. Click the Priority drop down.

  11. Select a priority level, medium in this case.
    • By doing so, the priority level is automatically added to the dialogue box
  1. Click Create.

 

You can create a checklist from any available Completions tab.

Step by Step — Create a Checklist from any Available Completions Tab

  1. As an example, you can create a checklist by selecting the Inspections tab.

  1. Select a specific Inspection tile.

  1. Click Checklists.

There are two options for adding a checklist: either by creating a new one or linking to an existing checklist.