Introduction

A checklist template provides a structured list of tasks or items that auditors can use to ensure key audit procedures and requirements are completed consistently. It helps streamline repetitive audit processes and reduces the risk of overlooking important tasks.

Here, you can clone an existing checklist template and customise it as required, or create a new checklist template from scratch.

How to Clone Existing Checklist Templates

Step 1:- After logging in to the portal, click on Admin > Checklist Template.

Step 2:- From the appearing page, click on Create Template from the top right corner of the screen.

Step 3:- Enter the Name, and description, and select the Clone Template with the type of template you want to clone from the available list. 

                

Note:- Master Checklist template is system generated and hence can not be edited or deleted.

If editing is required, you can clone the template and then edit it as required.

Step 4:- Now click on Create and you will receive a confirmation text pop-up at the bottom right of your screen.

  

How to Create a New Checklist Template

Step 1:- After logging in to the portal, click on Admin > Checklist Template.

Step 2:- From the appearing page, click on Create Template from the top right corner of the screen.

Step 3:- Enter the Name and Description, select the New Template option, and click on Save. You will receive a confirmation text pop-up at the bottom right of your screen.

      

How to Edit Checklist Template

Note- You can edit a checklist template only after creating a new template or cloning an existing one in Draft status. Existing checklist templates cannot be edited directly once they have been Published.  

Step 1:- Click on the Edit icon next to the checklist template that you want to edit. 

Step 2:- You will now be able to see all the checklist items.

Step 3:- You can click on the Delete icon to remove any checklist item or you can click on the Edit icon to change the text for each one of them.

Step 4:- You can also click on Add Checklist Item to add a new checklist item to the checklist.

Step 5:- Click on Update to save the changes that you've made.

Note:- Initially all the checklist templates will be in the Draft stage, you can click on the drop-down next to Draft. From there you can select the stage for the checklist template.                                                                                                                                   

How to Add Checklist Item