Who is this article for?
Auditors responsible for managing your audit calendar.
The Add Checklist to Audit Record permission is required.
An audit checklist is a convenient way to list all the checks that need to be performed during an audit to validate compliance. These usually come in the form of a collection of questions
This article outlines the steps required to add a checklist to the audit. This article does not provide steps on how to create a checklist template and instead focuses on adding the checklist to the audit. Please visit How to Create an Audit Checklist Template for more details on creating the checklist.
1. How to Add a Checklist to an Audit
- Open the Audit record.
- Go to the Audit Notes tab.
- Click Add New...
- Click Add Checklist.
- Select your checklist from the available checklists and click Add.
Need to create a checklist template? Visit How to Create an Audit Checklist Template for more details.