Checklist conformance review

Run your checklist across the whole set

Bring the checklist your firm, owner, lender, or jurisdiction already uses. Groundbook applies each item to the drawings, specifications, and references, then shows where the set answers it, where it does not, and where the answer is unclear.

Where to focus

What to bring into the review

Firm QA/QC standards

Apply your internal drawing standards: required sheets, title-block information, general-note content, tagging conventions, and required schedules.

Owner and lender requirements

Check the set against owner design standards, program requirements, and lender or insurer conditions that the documents must show.

Permit and submittal checklists

Use the jurisdiction’s plan-check checklist or submittal requirements to find items the package does not yet address before submission.

Milestone deliverables

Confirm that the sheets, details, and specification sections expected at a given milestone are present and coordinated with the drawing index.

Inside Groundbook

Give Groundbook the checklist to apply

Start with a review preset, then paste your checklist items into the review instructions. Note the items to focus on, any that do not apply, and the references needed to answer them. A longer checklist can be uploaded as a PDF and marked as a reference.

Groundbook review settings with a preset, editable instructions, and a building-code review option.
Start with a preset and tailor the review instructions to the project.Start for free

A practical workflow

From the first pass to a decision

  1. Prepare the checklist

    Use the items in the form your team already reviews against. Paste them into the review instructions, or upload the checklist as a PDF and set it to “Use as reference”. Note items that do not apply and add any references, such as owner standards, that the items depend on.

  2. Review each item beside its evidence

    A finding that depends on a checklist item quotes the item and links the sheet, schedule, or specification it checked. Decide whether the item is satisfied, unsatisfied, or needs more information.

  3. Record the closure

    Assign open items to the responsible designer, record the decision, and confirm the correction in the revised issue.

From a published project review

Deferred fire-protection packages are not fully listed

A completeness item of the kind a permit or QA/QC checklist asks: the deferred-submittal list did not match the systems the notes and approval conditions required.

Notes and approval conditions required sprinkler, alarm, and waterfront standpipe systems, but the deferred-submittal list identified only a different system.

Read the finding

Define the scope with your team

Groundbook applies the checklist your team supplies; it does not decide which checklist a project needs. Items that depend on calculations, site conditions, or professional judgment remain with the responsible reviewers.

Download a starter QA/QC checklist (CSV)

Questions, answered

FAQs

Which checklists can I use?

Any list your team reviews against: firm QA/QC standards, owner or lender requirements, a jurisdiction’s plan-check checklist, or a milestone deliverables list. Start with the review preset and add your items.

Do I have to rewrite the checklist for Groundbook?

No. Paste the items as written into the review instructions, or upload the checklist as a PDF reference. Add a short note where a term is project-specific or an item does not apply.

Is a checklist review the same as a code review?

No. A checklist review checks the set against your own list of items. A building-code review compares the documents with the code references you include. Many teams run both in the same project.

Bring your next set into focus

Set up a review or talk through your project with our team.

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