Updating a Construction Checklist
Last Updated: October 02, 2023
To update a construction checklist in Steer, the occurrence of updates depends on the project's specified period, whether it's on a weekly or monthly basis.
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Construction Checklist.
On the Construction Checklist summary page, click on Create Ticket.
On the Construction Checklist form, fill out the Subject field and General Details section.
In the General Details section, provide the Checklist ID, select the Scope, fill out the Author field, and enter the Date Revised and the Date to Complete the project.
The numbering of checklist for Checklist ID field may depend on the organization policies. The Date Created is a system generated date and the Date Revised can specify manually as well as Date to Complete.
The Status field can be set to either In Progress or Completed, and when the entire checklist is completed, change status to Completed and the checklist will be closed.
To update an item in the Construction Checklist list of items, assign Owner/s for specific items and select an Action for each item.
In File (Hard Copy)
In File (Soft Copy)
Not in File
Not Applicable
Relevant documents can also be attached to checklist items. To attach a document, click on Add a File. If there is no softcopy of the document available, you can paste the link in File Location field. Add Remarks if any.
To update the status of an item, click on Status and select from the options provided.
Not Started
In Progress
Pending
Closed
Rejected
Open
Once all items are updated, click Submit Ticket. The checklist will be routed to a Project Manager for review. The approver reviews the checklist items and can download the attached files.
The approver could reject the ticket if revisions needed and add Remarks or leave feedback in the Comments tab.
Click the ✔ icon to approve the ticket. Once the approver approves the checklist items, all changes made are saved.
The construction checklist will remain open while the overall status of the items is In Progress. The checklist saved changes or data entered are stored in the project Records.
To submit completed items within a specified period (Week or Month), create a ticket, select all items, update the checklist status to Completed, and click Submit Ticket.
Previous Article: Creating a Construction Checklist
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updating a Construction Checklist for the Week or Month
To update a construction checklist in Steer, the occurrence of updates depends on the project's specified period, whether it's on a weekly or monthly basis.
Instructions:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Construction Checklist.
On the Construction Checklist summary page, click on Create Ticket.
On the Construction Checklist form, fill out the Subject field and General Details section.
In the General Details section, provide the Checklist ID, select the Scope, fill out the Author field, and enter the Date Revised and the Date to Complete the project.
The numbering of checklist for Checklist ID field may depend on the organization policies. The Date Created is a system generated date and the Date Revised can specify manually as well as Date to Complete.
The Status field can be set to either In Progress or Completed, and when the entire checklist is completed, change status to Completed and the checklist will be closed.
To update an item in the Construction Checklist list of items, assign Owner/s for specific items and select an Action for each item.
In File (Hard Copy)
In File (Soft Copy)
Not in File
Not Applicable
Relevant documents can also be attached to checklist items. To attach a document, click on Add a File. If there is no softcopy of the document available, you can paste the link in File Location field. Add Remarks if any.
To update the status of an item, click on Status and select from the options provided.
Not Started
In Progress
Pending
Closed
Rejected
Open
Once all items are updated, click Submit Ticket. The checklist will be routed to a Project Manager for review. The approver reviews the checklist items and can download the attached files.
The approver could reject the ticket if revisions needed and add Remarks or leave feedback in the Comments tab.
Click the ✔ icon to approve the ticket. Once the approver approves the checklist items, all changes made are saved.
The construction checklist will remain open while the overall status of the items is In Progress. The checklist saved changes or data entered are stored in the project Records.
To submit completed items within a specified period (Week or Month), create a ticket, select all items, update the checklist status to Completed, and click Submit Ticket.
Previous Article: Creating a Construction Checklist
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 02/10/2023
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