Table of Contents:
When is this helpful?
This section is helpful to create audit forms/questionnaires/checklists. You can even edit, clone, or delete checklists here.
Creating a checklist
You can create a checklist by clicking on either the 'Create New' or 'Add New Checklist' buttons on this page.
Editing a checklist
You can edit an existing checklist by clicking on the 3 dots and then selecting 'Edit' in the options.
Cloning a checklist
You can clone an existing checklist by clicking on the 3 dots and then selecting 'Clone' in the options.
Deleting a checklist
You can delete a checklist by clicking on the 3 dots and then selecting 'Delete/Archive' in the options.
Viewing and searching for checklists
You can also view existing checklists created for each company here using the 'Company' dropdown. You may also search for a specific checklist within a company using the top search bar.
Here, you can also create a new checklist under a specific company.
Viewing deleted/archived checklists
Under the 'Deleted/Archived' tab, you can view all the checklists for a specific company you have deleted in the past.
Changing the checklists view
You can view your checklists in a grid or a list using the 'Grid' and 'List' buttons on the top-right.