Updating a Startup Checklist Item
Last Updated: September 19, 2023
A startup checklist is generated once for each project, which is a list of items and requirements that need to be verified and completed at the beginning of the project. Usually, the Project Manager or the Junior Project Manager who creates the startup checklist specifying the project scope.
To update a startup checklist, below are the steps to follow:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Startup Checklist.
On the Startup Checklist summary page, click on Create Ticket.
On the Startup Checklist form, fill out the Subject field and General Details section.
In the General Details section, select the Scope, fill out the Author field, and enter the Date to complete the project.
Date Created/Date Revised are system generated dates, and will be updated automatically when you update the checklist.
Use the Filter by dropdown list find the items by status. Click the Search button upon selecting which Status.
Not Started
In Progress
Pending
Closed
Rejected
Open
Then in the Start Up Checklist section, assign Owners 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.
To update the status of an item, click on Status and select from the options provided. Add Remarks if necessary.
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 can add Remarks or Reject an item for revision or leave feedback in the Comments tab.
Click the green check icon to approve the ticket.
The checklist has a single view that is visible to both Project Manager and Junior Manager, so any changes made by one user will be reflected in the view of both users.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Start Up Checklist
Updating a Startup Checklist Item
A startup checklist is generated once for each project, which is a list of items and requirements that need to be verified and completed at the beginning of the project. Usually, the Project Manager or the Junior Project Manager who creates the startup checklist specifying the project scope.
Instructions:
To update a startup checklist, below are the steps to follow:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Startup Checklist.
On the Startup Checklist summary page, click on Create Ticket.
On the Startup Checklist form, fill out the Subject field and General Details section.
In the General Details section, select the Scope, fill out the Author field, and enter the Date to complete the project.
Date Created/Date Revised are system generated dates, and will be updated automatically when you update the checklist.
Use the Filter by dropdown list find the items by status. Click the Search button upon selecting which Status.
Not Started
In Progress
Pending
Closed
Rejected
Open
Then in the Start Up Checklist section, assign Owners 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.
To update the status of an item, click on Status and select from the options provided. Add Remarks if necessary.
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 can add Remarks or Reject an item for revision or leave feedback in the Comments tab.
Click the green check icon to approve the ticket.
The checklist has a single view that is visible to both Project Manager and Junior Manager, so any changes made by one user will be reflected in the view of both users.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 19/12/2023
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