Assurance enables you to create checklists for audits, facilities inspections, food safety, security, and more. Allocate checklists to auditors with due dates and monitor completion.
To create a new Checklist, click on the Checklist Tab at the top of your Assurance Screen and select New Checklist.
Then complete the Title and Description of the Checklist and select an appropriate category.
You are also able to set up default settings for your checklist. So for example if your Inspections are typically done on a quarterly basis, tick the Repeated box and then select quarterly. You can also change other default settings for the Checklist, such as whether or not it is escalated to another user if it becomes overdue and notification settings.
Once you have completed all these details, click on Create to set up your Checklist. Your next steps will be to add questions to the checklist and then assign it to a user to complete.