Checklists tab: (within the Compliance module and relevant subsystem)
Checklists – An area to create checklists that can be used to audit organisations and display continuous oversight.
Creating a checklist:
1. Click on the ‘Create New Checklist’ button
2. Complete the screen by entering a checklist number (the order it sits in the overview landing page), a checklist name, the style of checklist, the possible answers, audit editability
If the checklist style of Classic or Classic (with evidence) is selected an additional Audit Method option is displayed. The Audit Method allows you to select if this audit is Conducted by one of your audit team (a regular audit), Conducted by the auditee (a self-assessment of the organisation being audited), or a Mixed Audit (as combination of both).
3. Once completed click on the ‘Save’ button.
Once saved this enables the ability to add in the required sections and contents.
4. Click on the ‘Edit’ button, or click on the ‘+Add New Section’ button
5. The section number is autogenerated but can be overridden, add in a section name alongside a description (if required)
6. Use the ‘+ Add Heading’ and ‘+ Add item’ buttons to add in your audit questions, headings can be used to separate areas of the audit, but findings cannot be added to a heading, only to an item.
You are also able to add in any relevant regulations against a checklist item.
7. Once all items and any linked regulations have been added click on the ‘Save’ button
Once organisations and checklists have been added you can move forward by adding in your inspections.