Project Checklist Items

Configure pre-established Project Checklist Items for keeping track of your company’s job progress. These active Project Checklist Items will be shown within the menu “Jobs > Project Documents” Checklist tab  as part of the Job editing process. Once editing a Job these Project Checklist Items can be set as “Completed” with the date and any related comments.

You access Project Checklist Items from the Configuration > Projects Setup > Project Checklist Items, shown below. (Figure 1)

Figure 1

The Project Checklist Items screen (see Figure 2) is where you can view and edit items.

Figure 2

Add Project Checklist Items

1. Click on the Add (Orange Box top left screen). The Edit dialog box will pop up (Green Box - Figure 3)
2. Select a 'Category'.
3. Enter a 'Description'.
4. Enter an 'Order By' if needed.
5. Click the [Save] to save this information.

Figure 3

Edit Project Checklist Items

1. Click on the Edit button. (Green Box see Figure 2).
2. You can modify the Category.
3. You can modify the Description.
4. You can modify the Order By if needed.
5. Click the Update button to save.

Delete Project Checklist Items

To delete a Project Checklist Items, just click on the delete button to the left of the Project Checklist Items (Red Box in Figure 1). Confirm that you want to delete the record (Figure 4) and the record will be deleted.

Export

You can export the items to Excel (Gray Box - Figure 1)

Audit Log of Changes

Click the Audit Log button (Aqua Box Figure 1) to see a record of changes made to Project Checklist Items. Click Close to return to the Project Checklist Items page.