Quality Planning

Build out the project specific QC plan.

Written By Patrick

Last updated 5 months ago

All instructions in this article are for QAQC managers only. Company level Admin Permissions required.

This tool is for the QAQC manager to plan out what needs to be inspected and where, and preset groups of checklists such that all the team needs to do is click "Create" and they're off an running.

Add/Update Checklist Items [Company Level]

  1. Under Company Admin (gear in the far upper right), select the Tool Categories tab, and then next to Quality, choose Checklist Items

  2. Choose the Default response template to the pass/fail checklist. This is the observation form that will appear when Pass or Fail is selected in the Checklist item.

  3. The Edit Defaults button will allow you to change the name for Pass or Fail.

    Ex. Fail = Deficient

  4. Add the Group(s) that will carry the checklist items.

  5. Checklist Items can be added individually or pasted from CSV or Excel Spreadsheet.

  6. Use the pencil on the left to edit the text or change the response options. The three ellipses on the right will recycle (remove) or allow editing of

Validate QC Checklist Template

This template will be used when ever a Form is created from the Planner. The create a plan look to the next section. Check this Building Tools article to learn about editing templates.

Build Project QC Plan

Three tiers are available for organizing the quality checklists. After creation, default values can be selected for the group. Each sub-group inherits the default values from the group it was created from.

  1. Add Planner Group > Add Input - Checklist Items > Default Values - Add Group or Individual

  2. Add Subgroup > Add Input & Default Values

  3. Add Subgroup > Add Input & Default Values

  4. Add Forms, Type Label and Enter a Quantity

Recycle Rules for Planned (Display Mode) Checklists

If you choose to Recycle a:

  • Published Form will be voided. Voided forms in the the Planner View (roll up) will be hidden, but still show in the Table View.

  • Draft Form: It will be removed completely

  • Group or Sub Group: It will only be removed if there are no forms or all forms are Void.

Good to Know

  • Don’t forget to select Add Item after picking a Checklist Item

  • When importing the Planned Inspection Template, make sure to choose Planned under Display Mode.