How to add a Process/Checklist from the Plan Viewer?

Overview

A brief introduction explaining the purpose of this guide.

• Purpose: [What is this guide about?]
• Who It’s For: [General users, admins, project teams, etc.]

Prerequisites: [Any necessary setup, permissions, or access required]

Press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and choose Plan Viewer. Then Navigate to the correct drawing.

Once you have selected, you can then create a new process/checklist.

Raising a process/checklist from a location

Click on the blue location pin as shown below.

Click the ✚ button in the top left corner for the categories list to unfold and select the subcategory which you want to create as below...

Choose the relevant process/checklist from the subcategory and enter External Reference (highlighted) information if necessary in the detail window as shown below. 

Once completed, press "OK" to confirm.

Raising a process/checklist from the "add item" option

Press the ✚ button at the bottom right corner.

Under the Item section, select a subcategory from the categories list as shown below.

You will then need to pick the blue location pin in the area you wish to raise your process/checklist.

Choose Profile from the subcategory, enter External reference information if necessary and press "OK" to confirm.

Can't see the process you want to add? 

It may be the case that you do not have the permission to create that process/checklist. Please reach out to your Project Administrator for more details.

FAQs & Troubleshooting

Q: Can I add multiple processes or checklists from the Plan Viewer?
A: Yes. Depending on your project setup and permissions, you can add multiple processes or checklists directly from the Plan Viewer.

Q: Why can’t I see the option to add a process/checklist in the Plan Viewer?
A: The option may be restricted by your user permissions or project configuration. Ensure you have the correct access rights and that the relevant plan has been loaded correctly.

Q: Can I add a process/checklist to a specific location on the plan?
A: Yes. When using the Plan Viewer, you can place the process or checklist at a precise location on the drawing or plan for easier tracking and management.