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Managing audit checklists
Who is this article for?Users responsible for scheduling Audits.
Audit Create permissions are required.
Checklists are an integral part of the Audit process, as they allow Auditors to consistently ask the same questions to inform their findings. This standardised approach improves the quality of findings, especially in larger organisations where the same Audit may be carried out by different people over time.
This article shows you where you can add a checklist to your Audits.
1. Adding a checklist
1.1. New checklist
To create a checklist:
- Access the Audit module.
- Open an Audit record.
- Switch to the Checklists tab.
- Click Edit (Pencil icon).
- Open the Actions menu.
- Select Create Checklist.
- Enter a Title.
- Add a Description.
- Click Add & Edit Section Header/Question.
Alternatively, you can pull through existing questions by clicking Add from Question Bank.
- Enter a Question.
You can tick the Mark as Section Header box instead to create a section. - Fill out optional information.
- Repeat the process for remaining sections and questions.
- Click OK.
1.2. Template checklist
Rather than creating a new checklist, you can add a checklist from a template. It will import all questions associated with the selected template, but can be modified as needed.
To add a checklist from template:
- Access the Audit module.
- Open an Audit record.
- Switch to the Checklists tab.
- Click Edit (Pencil icon).
- Open the Actions menu.
- Select Add Checklists from Template.
- Tick all required checklist templates.
- Click OK.
To edit a checklist template:
- Click Edit Checklist.
- Select Edit Section Header/Question.
- Make required changes.
- Repeat the process for remaining sections and questions.
- Click OK.
2. Removing a checklist
To remove a checklist:
- Tick the box in its record row.
- Open the Actions menu.
- Select Remove Checklist(s).
- Click OK.
Removing a completed checklist?
Deleting a checklist from the Audit record does not affect any findings raised as part of reviewing it.
1. Adding a checklist
1.1. New checklist
To create a checklist:
- Access the Audit module.
- Open an Audit record.
- Expand the Checklists section.
- Click Add Checklist.
This will open a separate window.
- Enter a Title.
- Add a Description.
- Enter a Question.
You can do this by:-
- Dragging questions from the Question Bank.
- Adding the question from the text field.
- Clicking New... and completing the form.
-
- Repeat the process for remaining sections and questions.
- Click OK.
1.2. Template checklist
Rather than creating a new checklist, you can add a checklist from a template. It will import all questions associated with the selected template, but can be modified as needed.
To add a checklist from template:
- Access the Audit module.
- Open an Audit record.
- Expand the Checklists section.
- Click Add Checklists from Template.
- Select all required checklist templates.
You can highlight multiple rows by holding down Ctrl. - Click OK.
To edit a checklist template:
- Click Open Checklist.
- Select Edit Checklist.
- Click OK.
This will open a separate window. - Highlight a section or question.
- Click Edit....
- Make required changes.
- Repeat the process for remaining sections and questions.
- Click OK.
2. Removing a checklist
To remove a checklist:
- Tick the box in its record row.
- Open the Actions menu.
- Select Remove Checklist(s).
- Click OK.
Removing a completed checklist?
Deleting a checklist from the Audit record does not affect any findings raised as part of reviewing it.