Account checklist templates allow you to create one template and use it in multiple projects. Account checklists can be copied and edited in projects by members with Create, View and Create, and Full Control permissions. Account level checklists are great for routine checklists such as a standard safety inspection.

Create an Account Checklist Template

The following video walks through the process of creating checklist templates:

 

1. Click the Module Selector .
2. Click the Module Selector . This step brings you into the account templates.
3. Click Create New Template.
4. Enter a title.
5. Optionally, enter a description.
6. Select a checklist type using the drop-down list.
7. Optionally, toggle the allow for section assignees switch. This selection provides the capability of having different team members responsible for different sections of a checklist.
8. Optionally, toggle the Require signatures on checklist completion to enable final sign-offs.
9. Click Next to build the Template.
10. Enter a section name.
11. Optionally, add a description for the section from the more menu .
12. Add items to the section.
    • Enter the information to be checked
    • Select the answer type using the drop-down list.
    • Use the more menu to add a description to the item or set it as optional.
13. Optionally, add sections or organize the sections.
14. Click Save & continue. This step creates the template for consumption by projects.
15. In the Publish template to projects dialog box box, select the projects that you would like to access the template from.
16. Click Publish.

Edit Account Checklist Templates

Editing account checklist templates requires you to republish the template to projects that already have the template available. Changes to an account template don't automatically populate to the template in a project.

1. Click the Module Selector . This step takes you out of a particular project.
2. Click the Module Selector . This step brings you into the account templates.
3. Click Edit from the more menu of the desired account checklist template.
4. Make desired changes to the template order, items, or sections.
5. Click Details to edit the following:
   • Checklist Type
   • Description
   • Allowing section assignees
6. Click Save in the upper right.
7. Optionally, add projects to make the template available in.
8. Click Publish.

Import Account Checklist Templates

Import templates from a BIM 360 Field Management XLS template or directly from Field Classic project.

1. Click the Module Selector . This step takes you out of a particular project.
2. Click the Module Selector . This step brings you into the account templates.
3. Click Import.
4. Use the radio button to choose between importing from a spreadsheet or from Classic Field.
   • To import from a spreadsheet, browse locally to the file you want to upload.
   • To import from Classic BIM 360 Field, select the template type using the drop-down list, then browse to the file.
5. Click Import.