How to set up Checklists

This article will explain how to set up the checklist function in Dalux. We will cover how to activate the feature, how to create checklist templates, and how to delete and recover checklists.

Checklists are a list of predefined points and can be used for various controls and checks for your project.

Checklists can be used independently or incorporated into test plans and inspection plans.

How to set up checklists

Checklists might need to be activated on your project if they are not already.

Activating checklists

To activate checklists, go to

Settings Field Add features ChecklistsActivate.

This will activate the feature and you can start setting it up. If checklists are already activated, a feature card will be visible in Settings Field.

How to create checklist templates

Checklist templates can be found in

Settings Field 'Checklist templates'.

Checklist templates define the content of checklists and who can use them (association).

There are multiple ways to create checklist templates:

• You can either manually create a new template or use a spreadsheet template
• Copy from another project
• Copy from the company profile

When you create a new checklist template, you need to give the checklist a name and a prefix. You can also assign it to work packages and/or workflows and set whether the checklist is active or not.

The name is the checklist type, and the prefix is used to categorize the checklist. Each checklist created will be marked with a prefix and a unique number. For instance, if the prefix 'NVD' is used, the first checklist will be marked as NVD1, the second as NVD2, and so on.

It is important to keep this prefix short because it is also used on drawings, and a long prefix will clutter the view when printing the data.

Checklist templates are created using the different template data fields. You can read more about each field in this article: Template data fields for Tasks and Checklists.

When hovering over a data field in the checklist you can click the -icon and will have the following options:

• Edit - Open and edit the data field, such as changing name, requirement, values, etc.
• Duplicate - This creates a duplicate of the data field, which can be used to speed up the creation of similar data fields.
• Add condition - Available for lists, multiple choice, and red/yellow/green data fields. Here you can create a condition for specific values. For instance, if a user picks 'Not OK' in a list, an additional data field can be displayed:

• Remove - Deletes the data field. This action cannot be undone (after you save the template).

Create checklist template from spreadsheet

If you prefer to create your checklist template in spreadsheet software (such as Excel), the template can be exported and imported. To do so, click on the Checklist template and 'Export template'. Edit the template in your spreadsheet software before importing it again.

We recommend adding fields to your template before exporting, so you have a few examples of the format. The columns of the template contain the following information:

• Category: This defines whether a field is part of the 'Header' or the 'Body' (Data fields).
• Text: The displayed name of the field.
• Type: The field type you want to add to the checklist.
• Required: Yes/No, whether it is required to fill out the field before closing the checklist.
• Required image: Yes/No, whether it is required to add an image to this field.
• Details: This contains list values (delimited with a semicolon) or a condition. The condition states that the field will only be displayed if the list value of the parent field meets the condition.
• Help text: You can add a help text that lets end users know how to fill out this field.
• Unique ID: This is an ID for list, condition, repetition, and RGY fields. This is used to link conditional and repetition fields.
• Parent: If this field is displayed under certain conditions or is part of a repetition, add the unique ID of the parent field here.
• Standardvalue: If this field should have a standard value in case it is not filled out by a user, add it here.
• GUID: Leave this field empty to create new fields in your checklist template. If you want to update an existing field, make sure this GUID stays unchanged; otherwise, it will create a new field.

Always export the template before editing and avoid using outdated versions. Save before exporting a template; changes before saving are not included in the export.

Checklists work package association

To make sure, that the correct checklists can be seen by different users on the project, they will need to be associated with work packages and/or workflows. If a checklist is associated with one workflow, only users in the creator role within that workflow can create the checklist.

A checklist can be associated with many different work packages and/or workflows.

If a checklist is not associated with a work package or workflow, it is considered a public checklist that can be accessed by any user with access to the Field module and is in a creator role.

This is covered in detail in this article: Checklist work package associations.

Auto task creation

When using the list data field, it is possible to set up automatic task creation, based on a certain value in the list. If this is activated, a new task of the selected type will be automatically created when selecting a certain value from the list. Only one task type can be selected per list value.

If auto task creation is active for a data field, a -icon will show in the template.

Link a checklist to zones or rooms

When creating a checklist template, the location type can be changed. This is done by clicking on the location data field in the checklist template.

You can choose between:

• Position - a specific point in a location.
• Zones (or Zone layer) - linked to the zone, rather than a specific point.
• Room - linked to a room, rather than the specific point (rooms are imported via a BIM model).

When choosing zones or rooms, it is possible to use the Locations module to get an overview of where checklists have been conducted.

When you are in Locations, choose a specific checklist to change the view.

Zones or rooms will be designated with either:

• Grey - no checklist has been created in the zone or room.
• Orange - an open checklist has been created in the zone or room.
• Green - a closed checklist in the zone or room.
• Red - two or more checklists with the same template have been created in the zone or room.

Delete and recover checklists

Checklists can only be deleted by project administrators or Field administrators. This is done by selecting one or more checklists in

Field Checklists All checklists More Delete.

Deleted checklists can be found in Settings Field 'Deleted checklists'.

From here deleted checklists can be viewed or recovered.