PleoStack

Building Templates

Step-by-step guide to creating checklist templates with items and sections, and grouping them into collections.

This guide walks through creating checklist templates and collections — the building blocks for every inspection.

Creating a Checklist

1

Start a New Checklist

  1. Go to Inspections → Templates → Checklist Library tab
  2. Click Create Checklist
  3. Enter a name (e.g., "Reinforcement Inspection — Foundations")
  4. Select a category: Concrete, Steel, MEP, Safety, Closeout, or Custom
  5. If you are an owner or admin, choose the Scope — Project (this project only) or Organization (every project in the org). Organization scope is one-way and cannot be reverted.
2

Add Items

Each item describes one thing to check during the inspection:

  1. Click Add Item
  2. Set the label — be specific and measurable: "Rebar spacing at 150mm c/c per drawing" not "Check rebar"
  3. Add instructions for additional context or specification details
  4. Set severity if failed: Critical, Major, Minor, or Observation (critical items flag more prominently on failure)
  5. Toggle requires evidence if a photo should be mandatory for this item, and name the evidence type
  6. Toggle requires test result if a measurement must be entered before the verdict can be saved

Every item is answered the same way in the field — Pass, Fail or N/A. There is no per-item response-type setting.

Checklist builder — each item defines one inspection check
3

Organize into Sections

Group related items under section headers:

  • Click Add Section → name it (e.g., "Main Bars", "Stirrups", "Cover")
  • Drag items into sections
  • Drag sections or items to reorder
  • Sections become collapsible groups during inspection execution
4

Add Standard References

For items that reference codes or specifications:

  • Use the item's Reference standard / code field (e.g., "IS 456:2000 Clause 26.5.1" or "ACI 318-14 §25.2"). It is stored on the template and shown in the builder.
  • To put the reference in front of the inspector during the run, repeat it in the item's Instructions — that text travels with the item into the inspection.
5

Save

Click Save — the version number auto-increments. The checklist is now available for use in collections or as a standalone inspection source.

Creating a Collection

1

Start a New Collection

  1. Go to Inspections → Templates → Templates tab (collections view)
  2. Click Create Template
  3. Enter a name (e.g., "Concrete Pre-Pour") and description
2

Add Checklists

  1. Select checklists from your Checklist Library
  2. Mark each as required or optional
  3. Drag to reorder — order determines the sequence during inspection
  4. Add as many checklists as needed
Collection editor — group checklists and set their order
3

Save

Click Save. The collection is now available as a source when creating inspections. All included checklists appear as sections in the inspection.

Best Practices

  • Specific labels — "Rebar spacing 150mm c/c" not "Check rebar". Measurable criteria reduce ambiguity.
  • Reference standards — include IS codes, ACI, BS references where applicable
  • Critical severity — use for safety-critical or structural items. Failures on critical items are highlighted prominently.
  • Severity levels — Critical (red), Major (amber), Minor (blue), Observation (gray) — choose based on how urgently a failure needs attention.
  • Section grouping — mirrors the physical inspection sequence on-site. Group by location, system, or trade.
  • Evidence requirements — enable for items where photographic proof adds value (especially structural and safety items)

Managing Existing Templates

ActionHowNotes
EditClick template → modify → SaveVersion increments. Existing inspections unaffected.
Activate/DeactivateRow menu → ToggleDeactivated templates hide from creation wizard.
PromoteRow menu → Promote to OrgMakes a project-level checklist available across all projects in the organization. One-way.
DeleteRow menu → DeleteRemoves it from the library. Inspections already created keep the copy of the items they were built with.

Next Steps