Create Checklists

In this topic, we'll show you how to create the Checklists

  1. Click on the Auditor module from the left navigation.

      

  2. Click on Checklists from the drop-down list.

      

  3. Click on the Add New Checklist link. You might see few Checklists already listed on this page. In that case use the Add New Checklist button to add new Checklists.





  4. Select a template from the list.
    Note: All the Checklists are created using the prebuilt Checklist Templates. You can add new Checklist Templates using the Templates Module.



  5. Enter the Checklist Title in the text box.



  6. Enter the data in the relevant input boxes in the header section and then click on the Start button.





  7. Answer the questions by clicking on Yes, No or NA buttons in the body section.





  8. Select an item in the body section.



  9. Click on the Image Upload icon and upload an image file.



  10. Click on the File Upload icon.

      

  11. Click on the Attach a file button.

      

  12. Click on the Browse button and upload the image files.



  13. Click on the Done button.



  14. Enter your notes/comments in the Notes/Comments text box.



  15. Click on the Next button.



  16. Update the signature section.



  17. Click on the Add Signature link.



  18. Add your signature in the Signature box.



  19. Click on the Log & Save Once you click on Log & Save, a copy of the Checklist in the current state will be saved for your reference under Revision section of the Checklist.



  20. Click on the Finish button.



  21. The Checklist will be saved in your project.

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