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How to use Checklists

This article will explain how checklists are created and filled out on Dalux Mobile and Desktop.

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

 Read more

If you are looking for information about the setup of the checklist feature, you can read this article: How to set up Checklists.

Table of contents

  1. Creating new checklists on mobile and desktop
  2. View, edit, and print checklists

Creating new checklists on mobile and desktop

You can create checklists using the Field module or Locations. Creating a checklist from Locations is easier because it automatically saves the checklist's placement.

Mobile Desktop

Creating a new checklist

To create a new checklist directly on a location, go to Locations.

You can navigate to your locations by changing buildings, floors, and drawings. You can also use the 3D view. If you need to learn how to navigate drawings and models you can read this article: Navigate drawings and models on mobile.

Please, note that the method is slightly different if a checklist has been linked to zones or rooms. This is explained below.

Go to Locations Find your location and press on the drawing New registration  Checklists Press on the checklist you want to create.

The checklist opens and you can start filling out the information. 

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You can also create a checklist from the Home screen, by pressing the -icon in the upper right corner of the app. Next, locate and select the desired checklist under the Checklist section.

If a checklist has been linked to either zones or room, you must first select the checklist as a filter, before you can create a new checklist of that type.

To create a filter, go to Locations  Press the-button  Checklists Select the checklist you are looking for.

You can then press on a room or zone and create a new checklist.

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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.

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Filling out a checklist

When a checklist has been selected in one of the methods above, the checklist will open and can be filled out.  Depending on how the checklist is set up, it might appear slightly different. Generally, points in the checklist are filled out by pressing on them.

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You can take pictures with or attach files from your device with . A comment can also be added.

When a point of the checklist is open you can navigate back to the checklist with the -icon. You can also move to the next or previous point of the checklist with the /-icons. This makes it quicker to go through the checklist.

Depending on the project, you might be able to use Add task to raise a task that will be connected to the checklist.

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You can save a checklist without completing it by pressing 'Save' in the top right of the checklist. If you are also done filling out the checklist, make sure to click 'Complete' at the bottom of the checklist.

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Jump to the top

View, edit, and print checklists

You can see all your checklists in

Field Checklists Select the appropriate work package Select a checklist.

You then have several options:

  • View - Open and view the checklist (This can also be done by double-clicking on a checklist)
  • Edit - Edit and make changes to the checklist. Completed checklists have to be reopened before they can be edited.
  • Print - Print a PDF version of the checklist. Different print options are available.
  • Send - This creates tasks that can be sent to other project participants - such as sending a filled-out checklist for approval or asking someone to fill out the type of checklist.

In the More menu, you can

  • Show on drawing - Opens the drawing that contains the checklist position.
  • Delete - A checklist can only be deleted by project administrators.
  • Notify - Send a notification to another project participant about the status of the checklist.
  • Change association - This can only be used if the same checklist is associated with multiple work packages/workflows.
  • Export - This allows you to export checklist data. Several export options are available.

 

Read more

If you want to learn more about how to set up checklists, you can read this article: Checklists: How to set up.

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