Within the Sites section, you can check the status and progress of each checklist and reset progress on items if necessary.
Checking Progress
Click the Site ID of the site you are interested in. This opens a list of the current checklist templates for each of the checklist types that are currently in use for the selected site (checklist types which you do not have security access to are not shown). Click one of the current templates to view a list of plots within the site which are using that template. The percentage completion of each checklist is listed in the Progress column.
To check the progress of a particular plot, click the plot name in the left-most column. Alternatively, right-click the plot, or left-click the plot and click the menu icon
, then click Review Sections. This opens a list of the sections within that plot. The percentage completion of each section is listed in the Progress column.
To check the progress of a particular section, click the section name in the Section column. Alternatively, right-click the section, or left-click the section and click the menu icon 
, then click Review Items. This opens a list of the items within that section. The completion status of each item is listed in the Status column.
To check any comments or photos added to an item by a mobile user, right-click the item, or left-click the item and click the menu icon 
, then click Manage Comments and Photos.
Click on a photo to view it in full screen. If you have access to Issue Management, the Open Issues and Total Issues columns display the number of issues raised against each item. Click on one of these numbers to view the details of the issue or issues. Alternatively, click the Issues tab to view all issues raised against items within this section.
Re-Opening Items
Items that have been checked off by mobile users can be re-opened at any time from the Section grid. Mobile users cannot re-open items, so this is the only way to reset items that have been checked off in error. Re-opening an item from a closed checklist will also re-open the associated checklist (note that you must have the Business Support user role to be able to re-open a closed checklist). Re-opening checklist items has no impact on any construction stages or valuation tick groups that may have been ticked by the app when the item was checked off.
Click Sites > Site ID > Plot > Section and find the item you wish to re-open.
Right-click the item, or left-click the item and click the menu icon
, then click Re-Open Item. You will receive a popup message asking if you are sure.
Click
to confirm. The status of the item will revert to “Not Started” in the grid.
Checklist Validation
The Checklist Validation screen provides information about a checklist, including the template it was derived from and a breakdown of each section and item within the checklist. Any sections or items from the template that are inactive or failed to validate are also displayed, so this is the place to check if you believe there is something missing from the checklist. Note that checklist validation is disabled for completed plots.
To view Checklist Validation:
Click Sites > Site ID and find the plot you are interested in.
Right-click the plot, or left-click the plot and click the menu icon
, then click Checklist Validation. This opens the Checklist Validation window.
Click the name of a section in the top grid to view a similar breakdown of the items of that section in the bottom grid.
Sections and items can be edited from this window via right-click > Manage Section/Item or left click > menu icon 
> Manage Section/Item. They can also be activated or deactivated via right-click > Activate/Inactivate Section/Item or left click > menu icon 
> Activate/Inactivate Section/Item.
Photo Evidence Reports
If you have the Checklists Web Reporting user role, you can generate photo evidence reports from started plots. These are PDF reports containing the completion status of each section and item, along with any comments and photos attached to them when they were completed (not reference photos). To generate a photo report:
Select a site and then a development.
Right-click a started plot, or left-click a started plot and click the menu icon
, then click Print Photo Evidence Report. You will receive a popup to confirm that the report is being generated.
When the report is finished generating, you will receive an in-app notification with a link to download it. Click the link to download and view the report.
