Checklists
Learn ways to create checklists and manage their settings
By Inanc1 author19 articles
How to create or edit a checklist
4 convenient ways to generate a new checklist
- Create a checklist manually
- Managing pages in a checklist
- Adding / Editing Questions in a checklist
- Using the AI Question Optimizer in the Checklist Editor
- Import Your SOP Document or PDF ChecklistHave an existing audit checklist in a document or PDF? Easily convert it into a digital checklist using Audit Now’s AI-powered builder.
- Use AI to Generate a Tailored ChecklistLet Audit Now’s built-in AI assist you in creating structured checklists. Describe your audit needs and get a customized draft in seconds.
- Import from the Checklist LibraryUse pre-built checklist templates from the Audit Now Library to save time. Browse and import checklists instantly into your workspace.
- Scorable Checklists: Turn Audits into Measurable Performance DataConvert basic pass/fail audits into advanced scoring systems that deliver quantifiable insights, compliance metrics, and performance benchmarks.
- Checklist Editor – Adding Reference Photos / Videos / PDFs to Pages or GroupsEasily add reference visuals and documents that auditors can view during inspections both on mobile and on the web.
- Disable Gallery Access in Checklist SettingsControl photo capture during audits by restricting gallery access per checklist
- Prevent New Audit If In Progress ExistsEnsure users focus on completing one audit at a time
- Physical Location ValidationEnsures audits are performed only when the auditor is physically present at the designated location, enhancing data integrity and preventing off-site submissions.
- Customize Your Audit Reports with Report TemplatesReport templates let you control how your audit results are presented. You can create different templates for each checklist and choose which information appears in reports.
- Importing Location Data via CSV FileThis feature allows you to upload location-specific operational data to Audit Now using a CSV file. The uploaded data is displayed as a reference during the audit and is automatically…
- Conditional Logic: Automate Your Audit WorkflowsConditional Logic allows the system to automatically trigger actions based on audit responses. This ensures that missing, incorrect, or risky situations are handled immediately.
- AI Visual Audit: Automated Inspection with Photo and VideoLet AI analyze the photos and videos your field team captures in seconds and answer your audit questions with objective evidence. AI Visual Audit reduces manual review time, eliminates human…
Manage checklist level settings
Manage Access and Report Distributions
- Manage Who Can Conduct AuditsControl access to each checklist by defining who can use it to perform audits.
- Manage Who Can See or Edit Audit ResultsControl visibility and edit permissions for audit results tied to a specific checklist.
- Manage Who Receives Automatic Audit ReportsAutomatically share completed audit reports with selected users groups and individual users every time an audit is submitted.