Checklist Forms are custom checklists used by your company that may be configured for use on all or certain Projects depending on your preferences. 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 to improve organization and streamline workflows by eliminating the need to keep track of outside files or manually input information into RedTeam.
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 made 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.
Select Checklists from the Jobsite Management area of the Menu.
Click on the (+) New icon to add a Project Checklist.
Select your desired Project Checklist from the "Select a Checklist Form" window.
Enter the Date, Author, and Scope fields in the General Details section. Also enter the Phase and Description if applicable.
Fill out the required fields within the Form Details section. Select the appropriate "Yes", "No", or "N/A" response.
If a "No" response is selected, use the dropdown menu to select the appropriate response. Paragraphs may also be used instead of a dropdown menu.
Click the Save button when the Checklist is complete.
2. Edit a 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 edit Project Checklists. Checklists can be made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc.
Not only can you enter responses to Checklist Items in the Edit form, but you can also create Requests for Correction by clicking the Add (+) icon.
Steps:
Go to the Projects menu and select a Project.
Click on the Home Menu button.
Select Checklists from the Jobsite Management area of the Menu
Click on the Tools menu and select the Edit button.
Make any desired edits within the checklist fields.
Click the Save button when finished.
3. Commit a 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, fill out, and commit Project Checklists. Checklists can be made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc.
Steps:
Go to the Projects menu and select a Project.
Click on the Home Menu button.
Select Checklists from the Jobsite Management area of the Menu.
Click on the Tools menu and select the Commit button.
The Checklist is now Committed and will appear in a blue color in the list of Checklists.
5. View a 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 made available to all projects in your database, or they can be segmented to specific Customers, Projects, etc.
Steps:
Go to the Projects menu and select a Project.
Click on the Home Menu button.
Select Checklists from the Jobsite Management area of the Menu.
Click the View button to View the selected Checklist.
From the View screen, users can Email or Print a copy of the Checklist.
