PleoStack

Building Templates

Step-by-step guide to creating checklist templates with items, sections, and response types, 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 New Checklist
  3. Enter a name (e.g., "Reinforcement Inspection — Foundations")
  4. Select a category: Concrete, Steel, MEP, Safety, Closeout, or Custom
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 a description for additional context or specification details
  4. Choose response type: Pass/Fail (default), Yes/No/N/A, Measurement, etc.
  5. Set severity: Critical, Major, Minor, or Observation (critical items flag more prominently on failure)
  6. Toggle evidence required if photos should be mandatory for this item
Checklist builder showing items with sections, response types, and drag-and-drop reordering
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:

  • Add the standard in the description field (e.g., "Per IS 456:2000 Clause 26.5.1" or "ACI 318-14 §25.2")
  • These references appear in the inspection detail and exported PDF reports
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 New Collection
  3. Enter a name (e.g., "Concrete Pre-Pour") and description
  4. Select a category
2

Add Checklists

  1. Click Add Checklist → select from your Checklist Library
  2. Mark checklists as required or optional
  3. Drag to reorder — order determines the sequence during inspection
  4. Add as many checklists as needed
Collection editor showing grouped checklists with multi-party verification sequence
Collection editor — group checklists and configure the party sequence
3

Save

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

Response Types

TypeUser InputWhen to Use
Pass/FailPass ✓ / Fail ✗ / N/A —Standard compliance checks
Yes/No/N/AYes / No / N/ASimple binary questions
ConformingConforming / Non-Conforming / N/AStandards compliance
TextFree text entryObservations, descriptions
MeasurementNumeric value + unitDimensional checks, readings
SelectChoose from predefined optionsCondition ratings, grades

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.
CloneRow menu → CloneCreates a copy. Useful for variations.
Activate/DeactivateRow menu → ToggleDeactivated templates hide from creation wizard.
PromoteRow menu → Promote to OrgMakes project-level template available across all projects.
DeleteRow menu → DeleteOnly works if no active inspections reference it.

Next Steps