Overview
Audit Checklists are reusable templates that define what questions and checks an auditor needs to perform during an asset audit. Each checklist is tied to a specific asset group and type.
Summary Counters
The badge next to the Checklist Templates heading shows how many templates you have. The counters beside it break that down:
| Counter | Description |
|---|---|
| Total | All checklist templates |
| Used Checklist | Templates that have been used in at least one audit |
| Unused Checklist | Templates that have not been used in an audit yet |
The counter you are viewing is underlined — Total by default.
Table Columns
| Column | Description |
|---|---|
| Checklist Name | The name of the template |
| Asset Group / Asset Type | The kind of asset the checklist is for, for example IT Assets / Laptop |
| Applies To | Which assets the checklist covers — every asset of the type, or specific assets. Not mapped means neither is set (see Applies To below) |
| No Of Attachments Allowed | The most photos an auditor can upload |
| Attachments Required | Whether a photo is required (Yes or No) |
| Audit Messages | How many questions the checklist has |
| Click the printer icon to print the checklist | |
| Action | The pencil icon edits the template; the bin icon deletes it |
Creating a Checklist
- Navigate to Audit Checklist in the sidebar
- Click the + button at the top right
- The New Checklist Template form opens
The form has four sections on the left. On the right, Auditor's view previews how the checklist will look when the audit is performed, and updates as you fill in the form. The question count next to the title (for example 0 questions) shows how many questions you have added.
Checklist Details
Where this checklist applies.
| Field | Required | Description |
|---|---|---|
| Checklist Name | Yes | Name for this template, e.g. Quarterly laptop condition check |
| Asset Group | Yes | Which asset group this checklist is for |
| Asset Type | Yes | Specific asset type within the group. Pick an Asset Group first |
Applies To
Which assets of this type the checklist covers. Pick an Asset Type first; then choose one of these:
- Common checklist for this Asset Type — turn this toggle on to use the checklist for every asset of the selected type.
- Specific assets — pick individual assets from the list to use the checklist for those only.
Photo Evidence
What the auditor may attach when submitting.
| Field | Required | Description |
|---|---|---|
| Photos Allowed | Yes | The maximum number of photos per audit |
| Photo attachment is mandatory | No | Tick this to make the auditor upload at least one photo. Allow at least one photo first |
Self Audit Questions
Each question is answered Yes or No by the auditor during the audit.
- Type the question in the Add a question box
- Press Enter or click + to add it
- Repeat for each question
Example questions: "Is the asset physically present?", "Is the asset in working condition?", "Does the serial number match records?"
Auditor's View
The preview on the right shows exactly what the auditor will see: the checklist name, asset group and type, the date, a Photos area, the Checklist questions, an optional Remarks box, and the declaration the auditor ticks before clicking Done:
"I hereby declare that I have audited the specified asset as assigned. I confirm that the audit was conducted in accordance with the relevant standards and regulations."
Remarks and the declaration are filled in by the auditor during the audit, not when you create the template.
Creating the Template
Click Create Checklist at the top right to save the template, or Cancel (or the ×) to leave without saving. The new template appears in the Checklist Templates list, where you can print, edit, or delete it.