Client Checklists

This article guides users on how to customize client audit checklists to meet the specific needs of their organization. By customizing checklists, users can add, remove, or modify items to align with internal policies, regulatory requirements, or unique audit objectives, ensuring audits remain accurate, relevant, and effective.

Follow the steps below to create a Client Checklist:

1. Navigate to My Workspace, then click Audits. The Audits Queue page will open.
2. Click Client Checklists in the left-side panel. A Client Checklists window will be displayed, listing available checklists.
3. Click on the Create to add a new checklist. An Add Checklist window will be displayed.

4. Select the desired location from the Location dropdown list to associate the new checklist.

   ℹ️ Notes

   • Checklists linked to the primary Compliance Manager location can be used across all sub-locations.
   • Checklists associated with a specific sub-location are accessible only within that sub-location.
5. The user can choose one of the desired options:
   • Create New Checklist allows users to generate a new checklist according to their specific needs. This option is selected by default.
   • Clone Existing Checklist enables users to duplicate the existing checklist from the list.

6. Select the desired checklist type from the Type dropdown menu. All checklists are organized by their respective departments. If the desired type is not available in the list or you want to add a custom type, follow the steps below:
   • Navigate to the Type pickup listing, then choose Add Custom Checklist Type.
   • The Add Custom Checklist Type window will be displayed to add the required checklist type.
   • Enter the desired type name in the Title field and click on Submit. The added type will be listed in the checklist types.

7. Enter the desired name of the checklist in the Title field.
8. Under the Question area, the user can choose the following options:
   • Add Question allows the user to add a required question to the checklist. Click on the Add Question and follow the instructions.
   • The Add Section allows users to add a section to the question list. This helps users insert a header in the question area. Click on the Add Section and follow the instructions.

9. Once all the questions and other details have been entered, click on the Save button to save the checklist. The added checklist will be displayed in the checklist window.
10. The user can also edit the checklist details using the following steps:
    • Click the desired checklist to display its details on the screen. You can also use the filter from the left panel or use the search bar to find the desired checklist.
    • Click on the Edit icon. The Edit Checklist window is displayed to edit the required details.
    • Click Save to save the edited checklist details.

Add Question

Add Question allows the user to add a required question to the checklist.

Follow the steps below to add a new question:

1. Click on the Add Question, which appears on the right side of the question area. Related options and fields will be displayed to add new question details.
2. Enter the desired question in the description field.

3. Choose the desired question type from the drop-down list. The other options will vary based on the selected question type.

   ℹ️ Notes

   If the Dropdown question type is selected, click the + icon after entering each answer to add additional options. You can also set a preferred answer to support scoring within the system.

4. Click the 'There is a preferred answer for this question' checkbox to indicate that there is a preferred answer to the question, and then select the correct answer from the available options (optional).

   ℹ️ Notes

   Only questions with a designated correct answer are included in the checklist score. If no correct answer is specified, the question will not be included in scoring.
5. In the Correct Answer, select the desired Yes or No option. This field and option change depending on the selected question type.
6. Once all the other details are filled out, click on Add. The question you added will then appear in the list of questions.
7. The user can add multiple questions by following the same steps above.

Add Section

The add section allows users to add a section to the question list. This helps users insert a header in the question area.

Follow the steps below to add a new section:

1. Click on the Add Section, which appears on the left side of the question area. An Add Section window will be displayed to select the required section.
2. Select the desired section from the list and click on the Save to insert the section.
3. The added section will be displayed in the question listing area. Users can drag and drop the section as needed.
4. If the required section is not listed and the user wants to create a new one, then click on 'Sections' in the left side panel. It will navigate users to the Sections window.
5. Click on the Add icon to add new section details. A screen will be displayed to add the section name and other details.
6. Enter the desired name of the section in the Name field.
7. Enter the desired description of the section in the Content field.
8. The user can also change the font formatting and insert a hyperlink using the content toolbar.
9. Click Submit to save the details. The added section will be available in the section list.
10. The edit icon allows the user to edit the section details.
11. The delete icon allows users to delete the section details from the database.

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