New article
Recently updated
Creating a new checklist in Assurance
Who is this article for?Full users who want guidance on creating checklists in Assurance.
Full user type is required. Only a Full user with checklist create rights can create checklists.
This article provides step-by-step instructions on how to create a new checklist in Assurance.
1. What is a checklist?
Assurance enables you to create checklists for practice audits, process inspections, security questionnaires security and more. Checklists can be assigned to both Full and Lite users with one-off or recurring due dates. Completion can be tracked and monitored with reviewers, escalations, notifications and reports.
2. How does a checklist work?
Checklists consist of three main components.
A checklist is made up a series of questions along with any review questions that may be set up. To create a checklist, a Full user must have at least checklist create rights.
Once a checklist has been created, it can be completed by one or more users. A Full or Lite user can complete a checklist without needing access rights. To assign a checklist to another user, a Full user must have at least read rights for the checklist and create rights for the checklist assignments.
A checklist can be assigned to a user with a one-off or recurring due date. Each completion of a checklist is referred to as a checklist result. A person responsible can view their own completed checklist results. To access results of others, a Full user must have at least read rights for those checklist results.
3. How to create a new checklist?
Follow the steps below to create a new checklist:
- From the navigation bar, select Checklists.
- From the Checklists dropdown menu, select New Checklist.
- Enter a Title and Description for the checklist.
- Select the Checklists Category from the dropdown menu.
- Review the default settings for the checklist that have been set at the organisation level. The defaults can be adjusted and set at the checklist level for new assignments.
- Select the Create button to create the checklist.
Your next steps will be to add questions to the checklist and then assign it to a user to complete.
4. How to set up the default settings for a checklist?
The default settings for checklists have been set by an administrator at the organisational level. New checklists will follow these default settings. However, you can modify the default settings to suit your checklist. Any changes you make will then become the default settings for any new assignments of this checklist.
4.1. Repeat
For example, if your checklists are typically done on a quarterly basis, tick the Repeat box and then select Quarterly from the Repeats dropdown menu.
4.2. Escalation
You can modify other default checklist settings, including whether it escalates to another user when overdue.
4.3. Notifications
Notifications can be customised for assignment, progress, completion, and both before and after the due date.