Checklist Template

Use Case:

Checklist Templates are used to add Checklists to your audit file. You can then use these Checklists from your created Checklist Template when conducting audits.

Let’s see how you can create your Checklist Templates

Create Checklist Template

Step 1: Fill out Basic Info

Note:

The Title should be unique to ensure proper identification of the Checklist template.
If "Is the checklist applicable only to specific clients?" is ticked, then the Associated Clients table cannot be empty.
If "Enable" is checked, the Audit Type field becomes mandatory.

Checklist Template Basic Info — Fill out the basic information for the Checklist Template

Step 2: Add Questionnaire

Note: At least one Questionnaire must be added to the Checklist Template for it to be valid. This ensures that the checklist contains relevant questions for the audit.

Step 3: Associated Clients

Note: If you have ticked "Is the checklist applicable only to specific clients?", then at least one Associated Client must be added to the Checklist Template.

Add Associated Clients — Adding Associated Clients to the Checklist Template

Button and it's Purpose

Button	Purpose
Duplicate	Create New Template with Audit Program of Current Template

Error You May Get

Error Message	Remedial Action
If restrict client is checked then Associated Client Table Cannot be Empty	Add at least one associated client in the Associated Client Table if "restrict client" is checked.
Audit Area should exist if Checklist is enabled	Ensure an Audit Area is selected when enabling the Checklist.
Only enabled Linked Audit Area allowed [should throw this error = 'Audit Area Should Exist if checklist is enabled']	Select an enabled Audit Area when enabling the Checklist.
Checklist Question Template should be unique for an Audit Firm.	Ensure the Checklist Question Template is unique for each Audit Firm.