Completing an Audit Checklist

Overview

This article will detail how to work through & complete a checklist within an audit. It will cover the following topics: 

• Accessing a checklist
• Answering a Question 
• Completing the Checklist

Accessing a checklist

The checklist on your audit can be found on the "Audit Notes" of the audit you are performing: 

Once you are on this page, you may find that the audit you are working on has multiple checklists to complete. To see what checklists are associated with the audit, click on the down arrow: 

Answering a Question 

The structure of a question can be broken down into the following sections: 

• Compliance. This the main section for of a question and contains a
• Additional Details. This is a section for any more relevant information you need to add.
• Findings. This is where you can either attach the existing findings report or raise a new report as a finding. This can be done with the plus button

• Attachments. This is where any relevant photos, pdf's etc can be attached via the   button 
• Area of Standard. Using the Add button, you can associate the relevant standard to the question. 

Completing the Checklist

Once all the questions on the checklist have been completed, it will show with a blue bar: 

From here the "perform" stage of the workflow must be completed and the audit is in the "performed status for checklist to be completed: