Who is this article for?

Users who are responsible for determining what needs to be audited.

Audit Manager (AUDMGR) or higher permissions are required.

Checklists are created by assembling Questions together. One or more Checklists may be associated with an Audit Type. When an Audit is set up, based on an Audit Type, the collection of Checklists associated with the Audit Type, forms the Questionnaire for the Audit.

1. Accessing Checklists
2. Creating Checklists
3. Adding Questions to Checklists
4. Amending Checklists

1. Accessing Checklists

To access all stored Checklists:

1. Go to Audit Manager.
2. Select Audits.
3. Choose Checklists.

To access Checklists you own:

1. Go to Audit Manager.
2. Select Audits.
3. Choose My Audit Items.
4. Expand My Checklists

2. Creating Checklists

To create a new Checklist:

1. Click the Add New Record icon located above the Code column heading.
   An overlaid New Checklist screen will be displayed.

2. Give your Checklist a Code.
3. Enter a Title.
4. Click Save.
   You will be presented with the Checklist.
5. Fill out displayed fields.

6. Click the relevant Associate... icon to add Organisation Areas, Standards, or Documents to the Checklist.

7. Choose the required associations by ticking the boxes.
8. Select Associate Selected....
   The chosen associations will appear in the Associated Items table.
9. Click the Associate Auditor Type icon to optionally associate Auditor Type permissions for this Checklist.

10. Tick the boxes next to the required Auditor Types.
11. Select Associate Selected Auditor Type.
12. Click Save.

3. Adding Questions to Checklists

To view Questions for a Checklist, switch to the "Questions" tab to the right of the "Checklist Details" tab.

If Questions have been already added to the Checklist, you will see a list of Questions within Sections similar to this.

Click the Reveal/Hide icons within Sections to expand/collapse them.

Reposition Questions by selecting the Move Up or Move Down icons to the left to them.

There must be at least one Section.

To add a Section:

1. Click the Add Section icon on the right end of the Section Heading bar.
   You will see an overlaid Checklist Section Heading screen.

2. Give your Section a Heading.
3. Click Save.

To add a Question:

1. Click the Add Question icon immediately above the list of Questions.
   Question Selection will be displayed.

2. Tick the boxes for the Questions to be added.
3. Click the Add Selected Questions icon.
4. Checking the Allow Unanswered Questions box gives access to the Minimum Answers Required field.
   The number in this field must be equal to or less than the total number of Questions.
   When carrying out the Audit, the Auditor will only have to answer the minimum number of answers required.
   Any questions set as mandatory will still be required, no matter the total.
5. Click Save once you have added all required questions.

Once Questions have been added to the Checklist, the Total Questions field in the "Checklist Details" tab should populate with the current number of Questions associated.

4. Amending Checklists

To edit a Checklist:

1. Switch to the "Checklist List" tab at the top of the active area.
2. Select anywhere in the row of the relevant Checklist.
   The relevant Checklist Details screen and tab for that Checklist will be added at the top.
3. Amend the details as required.
4. Click Save.