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Navigation: Platform > Administration > Master Data > Checklists > Create Checklists

Add Items to a Checklist

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Checklist items are tasks or conditions in a checklist a user must mark as checked or unable to be checked when they complete a checklist. Depending on how each task is configured, checklist items can require the users to enter additional information as they complete the checklist.

Generally, you can add items to checklists in VertiGIS FM by double-clicking a checklist on the checklist administration page and clicking the Add (icon-add) icon or the icon-ai icon in the Items section. Specific checklist item functionality varies between VertiGIS FM products.

When you create a checklist for any VertiGIS FM project, you have the option to manually create checklist items or quickly populate checklists with AI-generated items.

Add AI-Generated Checklist Items

If your system has an LLM associated with an active AI profile, your users can invoke it to generate a set of checklist tasks based on the name they entered for the checklist. Refer to AI.

Generate Checklist Items Using AI

The checklist item generation tool is available when you add items to order checklists or asset checklists. To quickly add AI-generated items to a checklist, create a new checklist (order checklist or asset checklist) for any checklist-associated VertiGIS FM product, module, or asset. Refer to Create a Checklist. Ensure the checklist name you enter includes context about the type of asset and type of maintenance, work, or inspection so that the LLM can generate relevant checklist items.

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New Checklist

After you click Save and Close, click the icon-ai icon in the Items section.

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Generating AI Checklist Items (1/2)

Review the name, description, Required setting, and notes for each checklist item generated by the LLM. Edit items or manually add other items to the checklist, as required.

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Generating AI Checklist Items (2/2)

Manually Add Checklist Items

You can also manually add your own tasks to any checklist in VertiGIS FM. Refer to the links below for detailed instructions on how to add items to checklists for each VertiGIS FM product or module.

Add Items to Checklists for VertiGIS FM Buildings

Add Items to Checklists for VertiGIS FM Contracts (Rental Management)

Add Items to Checklists for VertiGIS FM Maintenance

Add Items to Checklists for VertiGIS FM Parcel

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Documentation Version 1.0