Checklists

Checklists enable evaluating the current environmental and energy performance of facilities, monitoring the impact of planned and implemented improvements, and rating environmental and energy performance. These evaluations are done to help determine what improvements should be made to achieve a higher level of certification.

Checklists also are a way to verify that defined actions were taken. A checklist is composed of categories that group checklist items and give their score. Checklist items are the requirements. Checklists and checklist items can include the specific projects and tasks that are to be implemented to achieve the score for the checklist item.

Checklist templates, which are in Tools > Application Setup, facilitate the standardization and easy creation of checklists, checklist categories, and checklist items. If a checklist template is revised or retired, you can apply the same action to checklists that are based on the template.

Although Checklists are added from Building, Land, Retail Location, and Structure records, they are accessible from the menu bar. Select Sustainability > Certifications.