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All collections2 Knowledge2.5 Web Setup, Monitoring, Tracking and Analysis2.5.11 How to configure or edit a checklist (multiple stages)?

2.5.11 How to configure or edit a checklist (multiple stages)?

Configure or edit a checklist by selecting multiple stages at once — assign/remove approvers, edit stage settings and checkpoints. Works on Draft or Live checklists; only the settings you explicitly change are applied. Then Go Live and assign the roles.

Overview

Instead of setting up each stage one by one, you can select multiple stages of a checklist and configure them together. In bulk you can assign/remove approvers, edit the stage settings, and edit checkpoints. Only the settings you explicitly change are applied — all other configurations stay unchanged. You can do this on a Draft checklist or edit one that is already Live — editing a live checklist won't disturb its other settings or its past inspections.

🧭 How to use

  1. Open the checklist: Projects tab → select the project → Checklist tab → open the checklist.

  2. Select multiple stages you want to configure together.

  3. Apply any of the following in bulk:

Assign or remove approvers

  • Add or remove approvers across all the selected stages in one go.

Edit stage configuration (each is On/Off)

  • RFI — require a request to start inspection.

  • Witness required — increase accountability of the parties involved during inspection.

  • Drawing required — the inspector must add a drawing photo to complete the inspection.

  • Skip stage — the inspector can skip the stage with a single button, but a photo and remark become mandatory.

  • Validate stage — the inspector can pass or seek approval with a single button, with a mandatory photo and remark.

  • Checkpoint order — Sequence (the Checker fills checkpoints one after another) or Random (checkpoints can be filled in any order).

Bulk-edit checkpoints

  • Select multiple checkpoints and edit their:

- Type — Yes/No, Option, Text, or Numeric. - Photo mandatory — on/off. - Remark — on/off.

  1. Only the settings you explicitly set to On or Off are applied — everything else remains unchanged.

  2. When done, Go live and assign the roles:

- Checklist Inspector (mandatory) — fills and submits the checklist for each stage. The Project Admin is auto-assigned here. - RFI Raiser (mandatory when RFI is on) — raises an RFI to request inspection for the stage. - Maker Team (mandatory) — the team responsible for the physical work on site. - Approver (optional) — gives checklist stage approval after inspection. Then click Go Live.

❓ FAQ

1. What can I configure in bulk?

Across multiple selected stages at once: approvers, the stage settings, and the checkpoints.

2. Will my other settings change when I bulk-edit?

No — only the settings you explicitly set to On or Off are applied. All other configurations remain unchanged.

3. What stage settings can I toggle?

RFI, Witness required, Drawing required, Skip stage, Validate stage, and the checkpoint order (Sequence / Random).

4. What's the difference between Sequence and Random checkpoints?

Sequence — the Checker must fill checkpoints one after another. Random — checkpoints can be filled in any order.

What can I edit on checkpoints in bulk?

Their Type (Yes/No, Option, Text, Numeric), whether a Photo is mandatory, and the Remark.

What does "Skip stage" do?

The inspector can skip a stage with a single button — but a photo and remark become mandatory.

What does "Validate stage" do?

The inspector can pass or seek approval with a single button, with a mandatory photo and remark.

Can I edit a checklist after it's gone live?

Yes. Open the live checklist, select the stages, and change what you need. Since only the settings you explicitly change are applied, editing a live checklist won't affect its other settings or completed inspections.

Who do I assign when going live?

Checklist Inspector (mandatory — Project Admin auto-assigned), RFI Raiser (mandatory when RFI is on), Maker Team (mandatory), and Approver (optional).

💡 Good to know

  • Select multiple stages to configure them together.

  • Only the settings you explicitly change are applied — other settings are untouched.

  • Stage toggles: RFI, Witness, Drawing, Skip stage, Validate stage, plus checkpoint order (Sequence/Random).

  • Bulk checkpoint edits: Type, Photo mandatory, Remark.

  • On Go live, assign Checklist Inspector (Project Admin auto-assigned), RFI Raiser (if RFI on), Maker Team, and optionally an Approver.

  • Works on Draft or Live checklists — editing a live checklist changes only what you touch.

🔗 Related articles

  • 2.6.2 How to add a checklist to a project?

  • 2.6.10 RFI setup in checklist & go live

  • 2.2.13 digiQC Inspection Workflows

  • 2.6.4 How to Archive checklist?

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