Job Checklists

Job Checklists

The job checklist system is designed to allow you to setup several types of checklists for jobs.  For example you may consider setting up checklists for:
  1. Pre-Construction
  2. Field Handover
  3. Inspections
  4. Job Closeout
You can create these as Templates and copy them onto a job.  Once on a job, you can add/remove items suitable for the job.

The system is setup in two levels:  
      - Task (a group of checklist items)
            - Checklist Item

The TASK then is a major task to be completed with a number of checklist items inside it.
As an example, for. the reconstruction checklist you might have major tasks as follows:

Pre-Construction Checklist
      Budget (This is a Task)
            Break budget into work breakdown structure (This is a Checklist Item)
            Create schedule of values
            Load schedule of values into Spectrum
            Load Phase Codes into Spectrum
      Buyout
            Review vendor selections with PM            
            Request Submittals
            Issue purchase orders
      Contract Setup
            Bonding
            Insurance
            Executed Contract
      Spectrum Setup
            Review wage requirements
            Setup job details in Spectrum
      Documents
            Upload contract documents
            Upload estimating documents
            Upload drawings

Tasks and checklist items can be assigned to a person or department with or without a due date and priority.


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