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Complete Checklist Items
Work through an audit checklist by checking off items, adding notes, and attaching evidence. The progress bar updates automatically as you go.
Steps
- Go to Audit → Checklists in the sidebar.
- Click on the checklist you want to work on.
- For each item:
- Check the box to mark it as complete.
- Add Notes to document findings, observations, or explanations.
- Attach Evidence (files or references) to support the item.
- Watch the Progress Bar update as items are completed.
- When all items are checked off, the checklist status changes to Complete.
Tips
- You do not need to complete items in order — work through them as evidence becomes available.
- Add detailed notes while the work is fresh; they become part of the audit trail.
- Attached evidence is stored with the checklist for future reference and review.
- A checklist is only marked complete when every item has been checked off.
