Adding Checklist Templates Manually

  1. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Templates and Reports | Checklist Templates.
  4. Click the 'Add' button to view the details form.
  5. Enter the Checklist name.
  6. Click the 'Save' button.

Optinal: Add Checklist Sections For Grouping Items

If the Checklist has many items, sections can be created for group/filtering purposes.

  1. Click the lookup button (eyeball) next to the Checklist Items Section drop-down.
  2. In the popup form, navigate to the new row highlighted in yellow.
  3. Enter the Section Code and Description. The Section Code is alphanumeric and used for sorting. Examples: 01, 02, 10, 11 etc.
  4. Click the 'Enter' key so the section moves out of the yellow row. This is required before saving.
  5. Repeat the last three steps for any additional sections.
  6. Click the 'Save' button below the grid.

To Add Checklist Items

  1. Click the 'New' button in the Checklist Items section. This will open a popup form for data entry.
  2. The next available Item # should be already set but can be modified.
  3. Optional: Select the Section.
  4. Enter the Item Description.
  5. Click the Save button.
  6. Repeat the steps above for additional items.