Content Customisation - Audit Checklist Management

Audit checklists are used in the main application flow and were designed as the primary mechanism to support the collection of supporting evidence that is required to be examined during an independent review process. It contains both Global and Company audit checklist. The global is the default checklist and the Company tab contains all the checklist created by the company users.

Global

Company

Creating Audit Checklist Template

The Health Check comes preloaded with a default audit checklist which contains a list of categories and documents that might be typically sought to be examined during the document review process.

Company Administrators can create new Audit Checklist Templates by clicking the Create New Template button, which will provide the following pop-up screen, which following the entry of the audit checklist template name provides three choices to start with either:

1. Existing Audit Checklist Template - which only appears if any have been created previously; or
2. Default Audit Checklist Template - which is the out of the box template; or
3. Empty Audit Checklist - which is starting from scratch.

The audit checklist template is fully editable with new categories, subcategories and documents can be added, edited and deleted easily.

The audit checklist template can also be re-ordered by dragging and dropping the content using the 'dots' on the left hand side to reposition these into the desired order and once finished clicking Save and Exit.

The list of templates that have been created and will be available to retrieve into the main Health Check flow are stored here and can be edited at any point in time.

We recommend that the template name is meaningful, for example, describing the industry sector, type of review or type of organisation that this type of template is relevant for.