In the web app, a System Admin or Project Admin adds a checklist to a project from one of three sources — the Organisation Library, the digiQC Library, or by creating a new one. A newly added checklist starts as Draft; once configured you take it Live and assign the users/teams.
Go to the Projects tab and open the project.
Open the Checklist tab and click + Add.
Choose the source — Organisation Library, digiQC Library, or Create New.
From the Organisation Library (checklists created at your organisation level)
Select one or more checklists from the drop-down.
Click Add — a confirmation appears.
From the digiQC Library (ready-made checklists from digiQC)
Select one or more checklists from the drop-down.
Click Add — a confirmation appears.
Create a new checklist (build one from scratch)
Enter the checklist name, unit of measurement and reference no.
Click Add.
Open the checklist and add its stages and checkpoints.
Whichever source you use, the checklist is added with status Draft.**
Complete the checklist's configuration (stages, checkpoints, RFI, approvals, etc.).
Click Go live at the top-right.
On Go live, assign the Checklist user (the Project Admin is auto-assigned), the RFI user (if applicable), and the Maker team.
Click Go live — the checklist is now live for inspections.
A System Admin or Project Admin.
Organisation Library (your organisation's checklists), digiQC Library (ready-made checklists from digiQC), or Create New (from scratch).
Checklists created at the organisation level, available to fetch into a project. Once fetched, that checklist no longer appears in the fetch list.
Ready-made checklists provided by digiQC for your organisation — same rule: once fetched into a project, it won't appear in the fetch list again.
Because it's already been added to the project — a fetched checklist is removed from the fetch list.
The checklist name, unit of measurement, and reference number — then add the stages and checkpoints.
The Checklist user, the RFI user (if applicable), and the Maker team. The Project Admin is auto-assigned as a checklist user.
It stays Draft until you finish configuring it and click Go live.
System Admin or Project Admin can add checklists.
Three sources: Organisation Library, digiQC Library, Create New.
A Library checklist, once fetched into a project, no longer appears in the fetch list.
A new checklist starts as Draft and needs stages + checkpoints before going live.
On Go live you assign the Checklist user (Project Admin auto-assigned), RFI user (if applicable), and Maker team.
2.5.11 How to configure or edit a checklist (multiple stages)?
2.5.17 How to duplicate a checklist?
2.5.26 Setup RFI stage for Project Checklist
2.5.18 How to archive & unarchive a checklist?