Add a lead or project checklist manually

You can add a checklist for a lead or project manually.

Step 1: Add the general information

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Checklists in the QC and Safety section.
3. Select Actions > Add Manually.
4. Optionally, update the Lead or Project number as needed.
5. Optionally, if you're working with a project, select the Prime Contract number.
6. Enter the Checklist Name.
7. Select Next.

Step 2: Add sections to organize items

If your checklist includes many items, you can create sections to organize them.

1. If you do not need to create sections, select Skip.

2. To create sections, do the following:

   1. For each section, enter the following information:
      1. Enter the Section Code.

         This is a text field. For example:

         • 01, 02, 03, ... 10
         • A, B, C, D
         • A.01, A.02, A.03, A.10, B.01, B.02
      2. Enter the Section Name.
   2. To add more sections, select Add New Line and repeat the previous step.
   3. Select Add & Next.

Step 3: Add checklist items

1. If you do not prefer to add items in this step, select Skip.

2. To add items, do the following:

   1. In the Default information for Checklist Items section, select the Responsible Company, Responsible Contact, and Default Due Date that can be used for the checklist items.

      These selections are applied automatically to each checklist item, but you can adjust them individually as needed.

   2. For each checklist item, do the following:

      1. Optionally, if you added sections, select the Section.
      2. Optionally, update the Order number.
      3. Enter the Description.
      4. Optionally, select the Responsible Company, Responsible Contact, and Default Due Date.

         The default values are the ones selected in the Default information for Checklist Items section.

   3. To add more sections, select Add New Line and repeat the previous step.
   4. Select Add & Next.

Step 4: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the checklist.

• If you do not prefer to add or upload files in this step, select Skip and Finish.

• To add or upload files, do the following:

  1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

     Alternatively, select Add to find and upload files from your local drive.

  2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
     1. Select Link Existing Files and select one of the following options:
        • Drawings & Specs
        • Photos
        • All Other Records

     2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

        If All Other Records is selected, the dropdown lists only features with existing linked files.

     3. Select one or more files from the list.
     4. Select Link & Close.

        These files will be added automatically to the record and will not be shown in the Drag Local Files section.

        You can only link existing files that were uploaded to records within the same project or lead.
  3. Select Add and Finish.