Got a checklist template built and ready to go? Email it as an attachment to support@conqahq.com and we'll get it loaded for you! If you need guidance around what can be included, keep reading.
To add checklist instances into your project structure, they will need to be available as templates in your project library.
The most simple checklists are made up of only a checklist name and checkpoints. To create a simple checklist use the below structure in Excel or Google Sheets, just renaming the checkpoints to match your requirements. Remember for each checkpoint in your template, add the word ‘checkpoint’ into the ‘type’ column.
type | name |
checklist | Fit off Checklist |
checkpoint | Fixtures installed at correct height/clearance |
checkpoint | Appliances installed at correct location |
checkpoint | Dishwasher installed & tested |
checkpoint | Final test completed & hot water tempered |
checkpoint | Valves Installed/Completed (As Per Below) - Any issues comment below |
How to build more complex Checklist Templates
To create more complex checklists, you can include different components in the type column of your template. These can include sections to break up your checklist, as well as checkpoints with different datapoints attached, like tickboxes, buttons, dropdowns and text input.
See here for a full list of the different components used in checklist templates: Template components
Here is an example of what you might see in a complex checklist template
type | name |
checklist | Plumbing Rough-In Water/Gas/Sewer Checklist |
section | Sewer Stacks/Water Supply |
checkpoint | Pipe Work Secured in ceiling |
checkpoint | Pipe Work Secured in wall |
checkpoint | Pipe Work Siliconed |
checkpoint | Check for Crossovers |
checkpoint | Pressure Test 1500 KPA or product/job spec |
checkpoint | Visual check & photos attached |
tickbox | Photo uploaded |
checkpoint | Final test completed |
signoff | Request signoff from PM |
section | Water & Gas Rough-In/Pre-line Inspection |
checkpoint | Nogs in correct Location |
checkpoint | Cylinder seismic nogs in place |
checkpoint | Vanity, shower, toilet nogs |
checkpoint | Shower mixer - Depths allowance for tiles, nogs square to wall |
checkpoint | Mixers straight |
checkpoint | Capped Off |
checkpoint | Rubbish removed |
checkpoint | Protective covers in place |
note | Attach photos of completed area |
checkpoint | Final test completed |
signoff | Request signoff from PM |
What do you need to include in your template?
Please copy and paste the below table in Excel or Google Sheets as the basis for your checklist template
type | name | values |
checklist | Checklist name |
|
You will need to include the below components in your template:
Header row
Checklist name
The ‘type’ of each component
Values (only if required by the component type, if in doubt, leave blank)
Adding the template into CONQA
Currently, only CONQA staff can upload new checklist templates. You can email your template spreadsheet as an attachment to support@conqahq.com, or send it via Live Chat. Please advise which project/s will need the checklist template added.