How do I link a checklist to a register item?

By linking checklists to specific items, you can view relevant information in the context of those items, making it easier to manage and track inductions or other related tasks.

Step 1: Accessing the Plant Register

  • Log in to your BuildPass account.
  • Locate and open the plant register where the item you want to link checklists to is located.

Step 2: Identifying the Item and Required Checklists

  • Find the entry for the mobile crane in the plant register.
  • Determine the checklists you want to link to this item, such as plant induction forms.

Step 3: Enabling Linked Checklists (if necessary)

  • If the option for Linked Checklists is not visible in the item settings, it may be disabled in your register settings.
  • To enable Linked Checklists, go to the register and click on "Edit Settings."

Step 4: Enabling Checklist Assignment for Each Item

  • In the register settings, ensure that the option allowing checklists to be set for each item is enabled.
  • If it was previously disabled, toggle the option to enable it.

Step 5: Linking Checklists to the Item

  • Return to the item you want to link checklists to (the mobile crane in this example).
  • Click on "Edit Item" to access the item settings.

Step 6: Searching for Linked Checklists

  • Within the item settings, locate the option that says "Linked Checklists."
  • Click on the search icon or field within the "Linked Checklists" option.

Step 7: Searching for the Plant Induction Form

  • In the search box, type "plant induction form" or the name of the checklist you want to link.
  • The system will display search results based on your query.

Step 8: Selecting the Checklist

  • From the search results, locate the desired checklist (e.g., plant induction form).
  • Click on the checklist to select it.

Step 9: Updating the Item

  • After selecting the checklist, update the item settings to save the changes.
  • Click on the appropriate button (e.g., "Update Item") to confirm the updates.

Step 10: Viewing Linked Checklists

  • Once the item is updated, you will see the plant induction form checklist appearing underneath the item.
  • As people complete inductions for the mobile crane on different projects, their completed checklists will appear on this page.

Congratulations! You have successfully learned how to link checklists to register items in BuildPass. By following these steps, you can ensure that relevant checklists are easily accessible within the context of specific items in your register. If you have any further questions or need assistance in customizing your registers, don't hesitate to contact the BuildPass support team through the green chat button in the bottom right-hand corner.

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