Complete the issue checklist

Each package has its own copy of your studio's issue checklist. It does not stop you submitting or approving, but the package can't go to a client or contractor until it is complete.

Before you start

• You need to be the project lead, the design lead or a studio admin.

Steps

1. On the Drawings tab, click Open on the package.
2. Click the Checklist tab.
3. Click each item to tick it, or click Check all. Click a ticked item to untick it.

What happens next

• The tab shows how many items are done, and the package's row shows the same count.
• Each tick is recorded on the package's Activity tab.
• Once the package is approved and no review comments are open, Issue to contractor and Send to client become available.

Good to know

• You can tick the checklist at any stage.
• If your studio has cleared its checklist, you see No checklist configured for this studio. and there is nothing to complete.
• Later changes to the studio checklist do not change packages that already exist.