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Introduction

Overview of how to create a new Checklist on a project.


Note: The CMiC Field how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE


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Steps


1. Navigate to the Checklists module in the springboard.




2. Tap the action button to start a new Checklist.




3. Choose the Checklist type.




4. On the General tab choose whether or not to Automatically create an issue or add Comments.




5. Tap the Checklist tab and answer any items that need to be answered at this time.



6. If you would like to save the Checklist as a draft to continue entering information later, tap on the menu in the top, right-hand corner, then tap Save As Draft.




7. If all needed information has been entered and you are ready to submit the Checklist, tap Submit instead.