Checklist Templates

Introduction

A checklist template consists of a list of things that you must do or have. It is a type of job aid used in repetitive tasks to reduce failure by compensating for potential limits of human memory and attention.

There are three existing pre-defined checklist templates as given below:-

• Master Checklist - FY 2022 Predefined

• Test SIS Checklist Predefined comments

• Master Template 2022

You can clone these existing checklist templates and edit them or create a completely new one. 

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:- Once you have created a new template or cloned an already existing template, then only you will be able to edit the templates. None of the existing templates can be edited.

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.

Step 6:- Once the Template is published, you can only view the template, and the Edit and Delete option will be disabled. You can also set the checklist template as default.

Note:- Once the template is published, it can not be deleted, though it can be archived. Also once the template is archived, it can not be published or drafted again.

How to Add Checklist Item

Step 1:- Click on Admin > Checklist Template.

Step 2:- Now click on Edit for the checklist you want to add a checklist item.

Step 3:- Now click on Add Checklist Item.

Step 4:- Now select Heading from the drop-down and enter Procedure, and Predefined Comments and hit Save.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

• Related Articles

• Report Templates

  Introduction Report templates are used to create templates for pre and post-audit reports. Creating a report template is a one-time process and the same report templates can be used as many times as required. These Report Templates can be deleted, ...

• Review Checklist

  Introduction The Review Checklist is divided into three parts, which are the SIS Checklist, the Other Checklist, and the Audit Program Checklist. From the Fund Dashboard, 1. Click on Process > Review Checklist. 2. You can also click on any of the ...

• Legacy Reports

  Introduction Legacy Templates are the former version of Report Templates in the Auditomation Portal. They are used to create Pre-Audit and Post-Audit Report Templates. The system generates several predefined report templates, including Pre-Audit and ...

• Roll-forward Comments and Import Prior Year Checklist

  Introduction We’ve introduced two powerful new features to save time, reduce rework, and make your audit process smoother than ever. Import Prior Year Plan Checklist This new feature allows you to import the Plan Checklist from the prior year, ...

• Using Predefined Report Content in Report Templates

  Introduction Predefined report content is a new feature that allows you to add standard content to report templates using placeholders. This feature simplifies the process of adding common content to reports, making your workflow more efficient. ...