Working with Checklists

The checklists in Audit Manager have a significant role in suggesting codes. Audit Manager uses the auditor's responses within the checklists to determine the appropriate suggested codes.  As a result, there are "core" checklists that cannot be modified, or the suggested code logic will not work or will not work properly.  These core checklists are identified in their title with a '+' at the end of the title.  Within the checklist, some of the Audit Elements are also partially greyed out or identified with a '+' sign to preserve the suggested code logic.  However, there are four actions users can take within these core checklists. 

1. Users can modify the supporting text. This allows users to modify the text to reflect their organizational vernacular and wording.
2. Users can add additional Audit Elements they desire in addition to the standard Audit Elements.  These Audit Elements will not impact the suggested code logic. 
3. They cannot copy or clone a core checklist. This is to prevent users from copying a checklist and thinking Audit Manager will behave differently when suggesting codes.  
4. You can inactivate a core checklist. This allows users to "turn off" the suggested code logic for the procedure codes. This might be useful if you disagree with the way Audit Manager is suggesting the code.

Choose the desired version of Audit Manager+ to see the relevant steps:

• Audit Manager+ Enterprise
• Audit Manager+ Multi-Account

Audit Manager+ Enterprise

Follow these steps to start working with Checklists using the Enterprise version:

• Navigate to the Admin Manage Audit Settings and select the Checklists tab. A Checklists screen will be displayed.
• This screen displayed the checklist ID, name, and status.
• Under the Action menu, the user can also choose the following option, if required:
  • • Show/Hide - This allows the user to remove columns in the list portion of the grid.
    • Run Report - It allows printing the data displayed in the grid when the report option is selected. This allows users to search for specific rows and then create a report.
    • Add Checklist - It allows the user to add a new checklist. The user can refer to the Add Checklist and follow the instructions.
    • Copy Checklist - It allows the user to create a duplicate copy of the checklist. Select the checklist you want to copy by clicking on the box at the end of the row.
    • Delete Checklist - It allows the user to permanently delete the defined checklist details from the database. Once deleted, the checklist cannot be restored. 
    • Edit Checklist - It allows the user to edit the predefined checklist. The user can refer to the Edit Checklist and follow the instructions.
  • The Toggle button allows users to switch between viewing active and inactive checklists on the Checklist List page.

Audit Manager+ Multi-Account

Follow these steps to start working with Checklists using the Multi-Account version:

• Navigate to the Admin Manage Settings and select the Checklists tab. A Checklists screen will be displayed.
• This screen displayed the checklist ID, name, and status.
• Under the Action menu, the user can also choose the following option, if required:
  • • Show/Hide - This allows the user to remove columns in the list portion of the grid.
    • Run Report - It allows printing the data displayed in the grid when the report option is selected. This allows users to search for specific rows and then create a report.
    • Add Checklist - It allows the user to add a new checklist. The user can refer to the Add Checklist and follow the instructions.
    • Copy Checklist - It allows the user to create a duplicate copy of the checklist. Select the checklist you want to copy by clicking on the box at the end of the row.
    • Delete Checklist - It allows the user to permanently delete the defined checklist details from the database. Once deleted, the checklist cannot be restored. 
    • Edit Checklist - It allows the user to edit the predefined checklist. The user can refer to the Edit Checklist and follow the instructions.
  • The Toggle button allows users to switch between viewing active and inactive checklists on the Checklist List page.

Add Checklist 

Follow these steps to add a new checklist:

• Navigate to the Actions and select Add Checklist. The Add Checklist window will be displayed.

• Type the desired checklist name and select one of the following checklist Status:

• • • Active: An active checklist indicates that the desired checklist is currently in use and accessible for ongoing audits and procedures.
    • Inactive: An inactive checklist indicates that it is no longer in use and is not in the Audit Worksheet.
• Click on the icon to add a new audit element.

• Enter a description or explanation of the desired criteria in the Audit Element field.

• Select an Element Type based on the desired outcome. Only Yes/No/NA impacts the score; others gather data. Dividing Line and User Instruction are for checklist organization only.

• • • Date: Use a date when the audit element requires a specific date to be entered. This is useful for deadlines, audit start/end dates, or dates when issues were identified. This field is only for gathering information and does not impact the score.
    • Picklist: A picklist (dropdown menu) provides predefined options for the user to select the appropriate response. This is useful for standard responses, categories, or levels of risk. This field is only for gathering information and does not impact the score.
    • Number: Use a number to record quantitative data, such as amounts, percentages, or counts. This field is only for gathering information and does not impact the score.
    • Free Form Text: A free-form text field allows users to enter custom text. This is used for detailed descriptions, recommendations, or findings where structured input isn't sufficient. This field is only for gathering information and does not impact the score.
    • Yes/No/NA: Used for direct responses in audits. Users define Yes or No as incorrect, triggering a point deduction when selected. NA has no impact. This Element Type affects audit scoring.
    • Dividing Line: A dividing line is a visual separator used to break up the audit elements into sections within the checklist, making it more readable and organized.
    • User Instruction: A user instruction field provides specific guidance on how to fill out a particular checklist item or section. This ensures consistency and clarity in input.
• Enter Supporting Text to describe the issue evaluated by the Audit Element. This text is optional but will appear in the audit report if provided. To include data from Element Types (e.g., date, number, picklist), use a placeholder. For example, for a Date element, enter "Last Covid vaccine date [value]".If the auditor enters 5/4/2024, the report will display "Last Covid vaccine date 5/4/2024."
• Enter the desired Possible Points/Deduction Points of the desired audit elements. This functionality is only enabled for the Yes/No/NA element type, with the value ranging from 0 to 99.

• After adding all the required elements, click Save and choose one of the following options:

  • Save – Saves the checklist and returns to the checklist view page.

  • Save & Next – Saves the current item and moves directly to the next one, streamlining the setup or review of multiple entries.

Note:

• • • The user can add multiple Audit Elements by following the above steps.
    • When using the Dividing Line and User Instruction, the Audit Manager will automatically populate these terms into the Audit Element, as it is a mandatory field.
    • Supporting text is optional for element types such as Date, Picklist, Number, and Free Form Text.
    • Supporting text is required for element types Yes/No/NA and User Instruction.

Edit Checklist

Follow these steps to edit an existing checklist:

• Select the checkbox located before the checklist name you want to edit.
• Navigate to the Actions and select Edit Checklist. The Edit Checklist window will be displayed.
• Update the necessary fields, such as name, status, element details, or other required information.

• After adding all the required elements, click Save and choose one of the following options:

  • Save – Saves the checklist and returns to the checklist view page.

  • Save & Next – Saves the current item and moves directly to the next one, streamlining the setup or review of multiple entries.

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