Checklists are created globally and then applied to a building construction or building.

Checklist Administration

Global checklists are stored in the Administration section of VertiGIS FM.

To Access Checklist Administration

1.Click the Administration button in the bottom-right corner of the application.

2.Expand Master data and then click Checklists.

3.Double-click Buildings.

The Checklists of Orders section shows checklists that are associated with orders. This means that their tasks need to be marked as complete for an associated order for a device or system to be closed.

The Checklists section shows checklists that are not associated with orders. These can be applied directly to a building.

Checklist of Orders in Checklist Administration

Create a Global Checklist

You can create global checklists on the checklist administration page.

To Create a Global Checklist

1.In the Checklist of Orders or Checklists section, click the Add () icon.

2.Click the button in the Type of Inspection box and select the inspection type.

3.Optionally, from the Category drop-down menu, select the category to which the new checklist should belong.

4.Optionally, from the Number text box, enter a unique identifier for the checklist.

5.In the Name text box, enter a descriptive title that summarizes the tasks the checklist will contain.

6.Click Save and Close.

The new checklist can be seen in the Checklists of Orders or Checklists section.

New global checklist in the Checklist of Orders section under Administration > Maintenance

Add Tasks to a Global Checklist

After you have created a global checklist, you can add tasks to it.

To Add Tasks to a Global Checklist

1.In the Checklists of Orders or Checklists section, double-click the checklist to which you want to add tasks.

2.Expand the Items section and click the Add () icon.

3.Enter a descriptive name for the task in the Name text box.

4.Optionally, fill out any other details relevant to the task in the Position form.

7.Optionally, attach any items to the task using the Add () icons beneath the form.

8.Click Save and Close.

The Items section now displays the new task.

New Task Added to a Checklist

You can now apply your checklist to a version.