How to Create a New Checklist in Assurance

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.

This guide provides step-by-step instructions on how to create a new checklist in Assurance.

To Create a New Checklist in Assurance

1. Select Checklists in the top menu

2. Select New Checklist from the dropdown menu that appears

3. Complete the following fields in the spaces provided:

• Title
• Description of the Checklist

4. Click the textbox beneath Checklists Category and select an appropriate category from the dropdown menu that appears.

Note: 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.

5. Click Create once you have responded to all of the questions.

Your next steps will be to add questions to the checklist and then assign it to a user to complete.

For step-by-step instructions on how to add questions to a checklist please visit this guide:

How to Set Up Checklist Questions in Assurance