Checklists can be launched from any assessment (see Assessments – Getting Started). Checklist templates must be created beforehand (see Creating and Editing a Checklist Template).

Creating an Ad Hoc Checklist

Checklists can be added one at a time:

• From the assessment ‘Audit Checklists’ tab, select ‘+ Create Ad Hoc Checklist’
• In the popup, enter the title, template to be used, and the auditor to whom that checklist is assigned
• With the template assigned, launch the checklist using the ‘play’ icon.

Creating a Checklist for Each Method

It is possible to add a checklist for every requested method:

• Select ‘+ Create Method Checklists’, then select yes
• Assign a template to each method using the ‘Setup Checklist’ button
• With the template assigned, launch the checklist using the ‘play’ icon.

Deleting Selected Checklists

Checklists can be deleted. However, deleted checklists cannot be recovered.

• Select the checklists to be deleted
• Select “Delete Selected Checklists’
• Confirm ‘Delete Selected Checklists’

Exporting Selected Checklists

Checklists, whether blank or completed, can be exported to a multi-page MS Excel spreadsheet. The spreadsheet can be used to complete the checklists offline. However, the data cannot by imported back into the system.

• Select the checklists to be exported
• Select “Export Selected Checklists’
• Save the file to local storage