Open Checklist Mode from Audit Detail
Use it when the prepared audit scope is ready and the user wants to work through selected checks.
Question by question
Checklist mode
Checklist Mode helps auditors work through selected checks with answers, notes, references, findings, evidence, and history.
Step by step
Filter or group the question deck
Checklist preferences can store grouping by regulation or section code, helping the user see the audit in the structure they need.
Answer and document the question
Capture outcomes, long notes, document references, and controlled regulatory references.
Create linked findings when needed
When an answer reveals an issue, create a finding directly from checklist context so the finding inherits useful references.
Use history and traceability
Checklist answer history/version information helps show how the response developed over time.
What makes it useful
- Questions can show notes, findings, evidence, or document references as meaningful activity.
- Custom checklist questions and reusable approved library rules can be used.
- OCR-assisted document reference scanning is available from checklist context.
What this helps prevent
Flat checklists, missing rationale, and answers that cannot explain which source or evidence supported them.