Within an individual Checklist Form you may include multiple Sections and Items to be filled out by the user. These Items may include a variety of options for additional details to be included on a Checklist, such as a dropdown selection, date, linear scale, etc. Checklists can be customized for nearly any use on the jobsite. They can also integrate with other areas of RedTeam Flex to improve organization and streamline workflows by eliminating the need to keep track of outside files or manually input information into RedTeam Flex.
1. Create a New Project Checklist
Project Checklists, once configured, are able to be created from the home menu of any Project they have been configured for. Any users with the required Permissions are able to create and fill out Project Checklists. Checklists can be available to all projects in your database, or they can be segmented to specific Customers, Projects, etc. When a new Project Checklist is created, certain default information like the user's name will automatically be filled in.
Steps:
Go to the Projects menu and select a Project.
Click on the Home Menu button and select Checklists from the Jobsite Management tab.
Click (+) New to add a Project Checklist.
Select your desired Project Checklist from the window: Select a Checklist Form.
Enter the Date, Author, and Scope in the General Details section. Enter the Phase and Description if applicable.
You can add attachments to the checklist by clicking +Add Files. These will be displayed as links at the bottom of the final document.
Select the appropriate response if the item has it (In the screenshot below Yes, No and N/A are displayed, but this depends on how the checklist was configured).
Add information to any open text field you have available and/or select the required information when you see checkboxes, a linear scale, dropdown lists, date pickers, etc. Remember that for any item that has option fields, only the choosen option(s) will be presented in the final document, not the whole list of them.
Click Save when the Checklist is complete.
2. Edit a Checklist
Any users with the required Permissions are able to edit Project Checklists. To edit a checklist follow the steps below.
Steps:
Go to the Projects menu and select a Project.
Click on the Home Menu button and select Checklists from the Jobsite Management tab.
Click on the Tools menu and select Edit.
Make any desired edits within the checklist fields.
Click Save when finished.
3. Commit a Checklist
Any users with the required Permissions are able to create, fill out, and commit Project Checklists. To commit a checklist, follow the steps below.
Steps:
Go to the Projects menu and select a Project.
Click on the Home Menu button and select Checklists from the Jobsite Management tab.
Click on the Tools menu and select Commit.
The Checklist is now Committed and will appear in blue in the list of Checklists.
4. View a Checklist
After you finish filling out the appropriate information in your checklist, you can view the final result. Follow the steps below:
Steps:
In the Manage Checklists area, locate the Checklist you want to view.
Click the Paper icon to View the selected Checklist.
From the View screen, users can email the checklist by clicking Email. Or print it or download a PDF copy by clicking Print.
