Checklists (iOS)

Create, manage, review, and monitor your workflows throughout a project using checklists. You can create Quality, Safety, Punch List, and Commissioning checklists from existing templates. You can also complete checklists, and create issues from non-compliant items.

If your device has been synced to the project with the most recent version of checklist templates, you will be able to create and fill out checklists while offline.

For more information on Checklist capabilities using the iOS app, see Mobile Capabilities.

Create a Checklist

1. Tap .

2. Tap the template you want to use, and then tap Select.

3. Enter a title.

4. You can optionally add an assignee, specify a location, and a schedule date.

   Tip: You can assign by user, role, or company. Assignees receive an email notification with a link to the checklist.

5. Tap Create.

Complete a Checklist

1. Tap Checklists.

2. To filter your checklists by name, type, status, location or sublocation, assignee, or schedule date, tap Filter .

   Note: When you filter by assignee, the checklist is filtered by both the checklist assignee and section assignee.

3. Tap the checklist you want to complete.

4. As you perform your inspection, review the criteria for each item and tap an appropriate response.

   Tip: Tap to quickly navigate to a specific section of the checklist.
   Note: Each time you select a non-conforming item, the New Issue form opens, allowing you to immediately create an issue to ensure this item will be addressed.

5. To create an issue for non-compliant items, tap Issue. For more details, see Issues (iOS).

6. To attach a photo, tap Photo. You can upload an existing photo or take a new one.

7. To attach a note, tap Note.

   Tip: To edit a checklist, tap the checklist, and then tap Edit. You can modify the checklist title, assignee, location, and schedule date.

8. To view files attached to the checklist, tap the blue link displaying the name of the file you want to open.

   Note: Files can be attached to templates only from the Field Management module of the BIM 360 web application. For more details, see Create Checklist Templates.

9. To complete each section, tap Done.

10. In the All sections Completed dialog box, tap Show signatures in order to submit your signature.

11. Tap the signature box and draw your signature. If needed, hand the device to the person whose signature is required.

    Tip: To delete a signature, tap .

12. Tap Create.

13. Tap Complete Checklist.

For more information about how to enable signatures for checklist sections, see Create Checklist Templates. You can also refer to the Templates and Checklists topic to learn more.