Checklists

What are Checklists?

Checklists are reusable lists of code checks your firm can build, share, and standardize. Each check includes a short description and can link to specific code sections for reference.

Why is it important and for whom?

• Every firm develops its own way of checking code compliance over time. Checklists capture that knowledge so it doesn't live in one person's head.

• Useful for firms onboarding junior architects, standardizing QA across projects, or building expertise in a specific market (healthcare, education, etc.).

• Senior architects can create checklists that guide the rest of the team through what to look for.

Benefits

1. Standardize your process

   Build checklists once and reuse them across projects. Everyone follows the same checks.

2. Train without handholding

   Junior architects can work through a checklist independently, with code citations attached for context.

3. Organize what matters

   Tag checklists by geography, market (healthcare, office, education), or product type (fire suppression, plumbing, etc.) so the right checklist is easy to find.

4. Get started quickly

   MeltPlan provides ready-to-use checklists out of the box. Use them as-is or duplicate and customize for your firm.

How to use Checklists: A step-by-step guide

Here is a detailed breakdown of how to get the most out of a checklist:

Step 1: Create a new checklist
Click on ‘Checklists’ in the left navigation sidebar. And then you can build a checklist in three ways:

• From scratch: Add categories and checks one by one

• From existing checklists: Duplicate Pick checks from other checklists to combine into your own

• From a Code Search answer: Add citations from a deep research query—either all as one check or each citation as a separate check

Step 2: Find an existing checklist
Search by name or filter by geography, market, or product type. You'll see system defaults (provided by MeltPlan), org-starred lists (mandated by your admin), and custom lists created by your team.

Step 3: Create a new checklist
Add attributes so your checklist is easy to find later:

• Geography: State or city the checklist applies to

• Market: Healthcare, office, education, residential, etc.

• Product: Fire suppression, plumbing, electrical, etc.

Step 4: Add checks and categories
Organize your checklist into categories (e.g., Extinguishers, Exiting, Accessibility). Under each category, add individual checks. Attach code sections to each check so reviewers can trace back to the source.

Step 5: Share with your organization
Choose whether the checklist stays private (only you) or is shared org-wide (everyone in your company can see and use it).

Pro Tips

Start with system defaults: MeltPlan provides starter checklists. Duplicate and customize rather than building from scratch.

One checklist per use case: Keep checklists focused. A checklist for "Fire Safety in California Hospitals" is more useful than a generic "Fire Safety" list.

Frequently Asked Questions (FAQs)

1. Are Checklists available on the Free plan?

   No. Checklists are available on Lite and Pro plans only. During your free trial, you have full access to try it out.

2. Can I share a checklist with just a few teammates?

   Not currently. A checklist is either private (only you) or shared with your entire organization.

3. Can I edit a checklist after creating it?

   Yes, if you're the author. You can add, remove, or reorder checks and categories anytime.

4. Can I duplicate a checklist?

   Yes. Open any checklist and click on ‘three dots’ button in the header and click ‘Duplicate’. This creates a copy you can edit without changing the original.

5. Can I edit a checklist created by someone else?

   No. To modify a MeltPlan checklist or one created by a teammate, duplicate it first. The copy is yours to edit.

6. Is there a limit on how many checklists I can create?

   No. Create as many as you need.

7. What happens to my checklists if I downgrade to Free?

   You lose access to Checklists. Your data stays intact—upgrade again to restore access.