Who is this article for?

Users responsible for managing audit checklists.

Edit Checklist Templates permissions are required.

A checklist template is a collection of related questions that are to be asked during the audit process.

These questions can be added from the 'Question Bank' or can be created/edited in the 'Manage Checklist Template Screen'.

To access the screen; within the Audit module, click 'Edit' and select 'Checklist Templates'.

From this screen users can: 

• Double-click any existing checklist to edit its questions
• Create a new checklist from scratch by clicking 'New' then 'Checklist Template'
• Use the contents of an existing template by selecting the existing template in the list, then click 'New', then 'Checklist Template Based On'.

• Each checklist should have a title and can also have a description to assist the auditor
• Users can add questions/headers to the checklist by either type directly into the text box and click 'Enter' or click  to add a header or drag questions from the question bank.
• The green arrows can be used to adjust the order of the questions. 
• To convert a question into a section header: double-click the question and tick 'Mark as Section Header'