Locate the template you want to edit from the list and click the More menu (.) in the right side column in the row. Click the Module Selector Field Management. Only account administrators can edit account checklist templates. For example, a checklist template with the icon indicates an account checklist template. The type of checklist template defines where it can be edited. Checklist assignees are visible in the checklist log. When assigning users to sections, you can choose Inherit checklist assignee to quickly assign the checklist assignee to an individual section. Templates support default checklist assignees and section assignees, and you can edit templates after creation to change assignees. Select the Signature option if you'd like to enable a signature for the individual section.Ĭlick on the More menu (.) to select options such as Add a description, Attach a file, or Move to section.Ĭlick the More menu (.) to select options such as Add a description, Attach a file, or Move to section.Ĭlick Publish to save the template to the template list. In the New item section, select the the answer type from the drop-down menu. You will see Next change to Publish on the bottom right of the field.Ĭlick the Edit icon next to Add description option to add content, if desired, and click the check mark to save it. Require signatures (by a role or company) on checklist completion.Įnter a name in the New Section field and click the check mark or anywhwere outside the section title field to save it. Each template section can have an assignee to complete the work. Section and checklist item settings can be modified.Īllow adding section assignees. Note: You must select an Issue type to create settings for generating automatic issues. Select an option from the Type drop-down menu. Learn more about account-level checklist templates.Ĭlick the Module Selector Field Management.Įnter content in the Description field, if desired. Checklist templates can be built at the account level to use on multiple projects. The template builder allows you to quickly add sections and items to create a template. If you're not a project admin, those root causes will be discarded during the import process. 
If you're a project admin, any root causes relating to issue types from your BIM 360 Field Classic template that do not exist in your project's issues settings will be added to it. If you have a properly formatted spreadsheet, click Browse and select your template.Then click Browse to navigate to the saved spreadsheet.
#Checklist template download#
If you don't have a properly formatted spreadsheet, click Download a Sample and enter your information in the spreadsheet. If you're importing a template from Classic Field, select Import Template from Classic Field. If you're importing a template from another project in BIM 360, select Import Templates and see the next section. In BIM 360, Click the Module Selector Field Management. You can download a sample spreadsheet, enter your information, and then import it into Field Management. The following video demonstrates creating a checklist template: Import a Template from an Excel File Learn more about the inputs for checklist templates and their functionality. 
Use the filter button to sort and view specific checklist templates. After you set up a checklist template, project members can use it to create and complete checklists as part of their inspections. As a project administrator, you can create checklist templates for specific evaluations.
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