Using New Project Checklists on Your Job
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Introduction
Overview of how to assign new Project Checklists to your job in CMiC.
Note: If your job already had Checklists added to it prior to July 13, 2024 then there is no need to add new Project Checklists to it. You can continue to access and use the classic Checklists through the new interface and mobile app.
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Steps
1: On the treeview navigate to Site Management
2: Click on Project Checklists
3: If there are existing Project Checklists they will show up in a list here. Otherwise, click Create Checklist in the top, right-hand corner.
4. Choose the checklist type you would like and click it. For this example we'll use Safety.
5. On the General tab set the responsible person, type of Safety checklist, and add any supporting attachments.
6. Click on the menu button in the top, right-hand corner, then click Save.
7. Your new Safety Checklist now shows up in the list. When you are ready to run through it, click it to open.
8. Once open, click the Checklist tab at top, then begin answering the necessary questions.
9. On any question you can click the icons to add an attachment, add a note, or link an existing Issue.
10. If you need to save and come back to finish the checklist later, click the menu in the top, right-hand corner once more and click Save. Otherwise, if you are good to submit the checklist, click Submit.
11. If you need to email the checklist as a report, or send a direct link to it, you can find these options by opening up the checklist and clicking on the menu button in the top, right-hand corner once more.
