Create a Checklist

Click on the Checklists option on the left-hand side navigation bar. This will take you to the Checklists page, which contains the existing checklists.

Note: By default, Auditflo provides sample checklists depending on the Primary Industry selected while creating your company. These will be visible on your Checklists page.

You can choose to modify/delete the sample checklists provided by Auditflo as per your requirements, or simply create new checklists from scratch.

How to create a new checklist

Click on the + New Checklist button on the top right corner of the screen.

A New Checklist page appears.

On the left side of this page, you will be able to provide Checklist Details. Add a title and description for your checklist, create questions, and specify the expected response types. You can organize the checklist into sections, and add information wherever necessary.

On the right side of this page, you will see a Mobile Preview. This innovative feature allows you to view, in real-time, what this checklist will look like for mobile users who may execute your checklist.

Checklist Name and Description

To provide a name for this checklist, hover over and click on the Untitled Checklist box. You can now provide a suitable title for your checklist.

To specify the purpose of this checklist or provide other information, hover over and click on the Checklist description box. You can now provide a checklist description.

Note: Checklist name and description are mandatory fields. If you do not update the checklist name/description, the default text will remain.

Adding data to your Checklist

You can add questions and information to your checklist, and organize it into sections.

For more details, check out the following pages.

1. Sections
   

2. Questions
   

3. Information
   

4. Auto Score and Auto Number
   

Save draft checklist

If you are not ready to publish your checklist yet, you have the option to save the draft of the checklist. Use this option to ensure that you don’t lose any content/changes made to your checklist.

To save the draft, click on the arrow near the Publish button on the checklist page, and select the Save as Draft option.

Once the draft is saved, when you access the checklist from the Checklists page, the draft version will open automatically, and you can continue making changes to your checklist.

Once you are satisfied with your checklist, you can publish it as described below.

Publishing your checklist

Once you’ve added questions, information and more to your checklist, its time to publish it!

Click on the Publish button on the top right of the checklist page, to make the checklist operational on the Auditflo system.

Once you have published your checklist, it will be visible in the list of checklists on the Checklists page, which is accessible from the left navigation bar of your Auditflo screen.

Note: Checklists which have not been published even once will not be displayed in the list of checklists on the Checklists page.

Congrats! Your checklist is ready to use with Audits!

Now, when you create an Audit, you can select this checklist as the Checklist type on the Audit page, as shown below.

To know more about how to create an Audit, please visit: Audits.

Accessing your checklist

Here’s how you can access a checklist once it has been published/saved as a draft.

1. First, click on the Checklists tab in the left navigation bar of your Auditflo screen to go to the Checklists page.
   

2. Once on the Checklists page, select the desired checklist from the list of existing checklists displayed.
   

Editing your checklist

After you’ve created and published your checklist, you may want to make changes as per your requirements.

To do so, you need to access the desired checklist (as described in the Accessing your checklist section above).

Once you are on the Update Checklist page, you can make changes to your checklist.

To change the Checklist Name, click on the textbox next to Checklist name, and simply type out the new name. Once you publish the checklist, the name will be updated in the system. You can change the Checklist Description in a similar way.

You can also edit, duplicate, or delete questions from your checklist. To know more details, please visit: Questions.

Revert to an older checklist

Auditflo maintains the history of each checklist. Thus, if you want to go back to an older version of a checklist due to changes in your requirements or preferences, you can do so easily.

Select the desired checklist from the Checklists page. On the checklist page, you will see a Version dropdown under the Update Checklist heading.

The current version of the checklist will be selected by default. The dropdown will contain the previous version numbers, along with the range of dates from when the checklist was created to when it was published.

Select the desired older version number from this dropdown. Click on the Publish button to publish this version. Voila! Your checklist will be updated.

Note that newer versions of the checklist will still be accessible in the Version dropdown, if you want to move to a newer version later.

Duplicating your checklist

If you want to create a copy of your entire checklist, you can do so using the Duplicate option.

To create the duplicate, click on the arrow near the Publish button in your checklist, and select the Duplicate option.

When you see the following popup, click on Ok.

Now, you will be able to see the copied checklist in the list of checklists on the Checklists page. It will have the same name as the original checklist, but with a “_DUP” suffix.

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There you go! You’re on your way to creating great checklists with Auditflo!

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