Add a Checklist to an Audit

This article guides users on how to add a checklist to an audit. Checklists can be assigned either to the same individual responsible for the audit or to another user. Adding checklists helps ensure audits are performed consistently, with predefined questions and criteria that support accuracy, compliance, and completeness.

Follow these steps to add a checklist to an Audit:

1. Navigate to My Workspace Audits to access the Audit Queue page.
2. Select the desired audit from the Audit Queue. You can use the filters in the left panel or the search bar to quickly locate a specific audit. The Audit Details page opens.
3. Scroll down to the Checklists area.
4. Click the More Options icon and choose Add Checklist. The Select Checklists page will be displayed.
5. Select the checklist by clicking in the associated checkbox.

6. Click the Next button at the bottom of the page.

   💡 Workflow Tip

   You can select multiple checklists at once or add additional checklists later as needed.
7. Select a Due Date.
8. Click the Add button to assign a Person Responsible. In the Select Employee window, check the box next to the user, scroll to the bottom of the page, and click Save.
9. Enter the number of checklists to assign in the Count field.

10. Click Attach Checklists to complete the process.

    ℹ️ Notes

    The Audit Details page displays both the total number of checklists attached to an audit and the count by checklist title when multiple checklist types are included.

    

11. Total Checklist Count - Shown at the bottom of the Audit Details page.
12. Total Checklist Count by Title - Shown in the Checklist section of the Audit Details page.

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