From the Setup tab → Checklist, the System Admin adds a checklist in one of two ways — from the digiQC library (ready-made templates) or manually (a fresh checklist you build yourself).
Checklists live at organisation level. Once Activated, they become the organisation library — available for the Project Admin or System Admin to import into projects. Only activated checklists can be imported.
Open Setup → Checklist → click + Add.
Turn on the "digiQC templates (ready to use)" toggle.
Click Select Template → pick one or more checklists → Add.
You'll see "Checklist added successfully."
Activate it — toggle on in the Actions column.
Open Setup → Checklist → click + Add.
Enter the Checklist name → select the UOM (Unit of Measurement) → Reference number (optional) → Add.
The checklist is created Inactive and empty — add its stages & checkpoints by editing it (see 2.7.6).
Activate it once its content is ready.
A single checklist can be edited, duplicated, deleted, or deactivated from the Actions column.
In the checklist list, select multiple checklists to Activate, Deactivate, or Delete them together (bulk actions).
A deactivated checklist can't be imported into projects.
Only Activated checklists can be imported into a project.
If you edit a checklist at org level after it's already been imported into a project, the project's copy does not update automatically — you must re-import the checklist in that project to use the latest version.
Your activated org-level checklists — the Project Admin or System Admin can import them into any project.
Because only an active checklist can be imported into a project for inspections.
Yes — in the checklist list, select multiple checklists to Activate, Deactivate, or Delete them together.
Org-level edits don't flow to projects that already imported it. Re-import the checklist in the project to get the latest version.
Add from the digiQC library or manually (name + UOM, reference optional).
Activate to make it importable — only active checklists import.
A single checklist can be edited / duplicated / deleted / deactivated; in the list, multi-select checklists to Activate / Deactivate / Delete together.
Org-level edits don't auto-update already-imported project checklists — re-import to apply.
System Admin sets these up; Project Admin & System Admin can import them into projects.
2.7.6 How to edit an organisation-level checklist
2.7.2 The Setup tab — overview
2.6.5 How to add a checklist to a project?
2.6.6 How to configure or edit a checklist (multiple stages)?
