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Complete an audit checklist

Use the audit form to record the audit date, overall rating, and detailed checklist findings for each audited item.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the audit form​

Navigate to the relevant project or audit and open the audit form so you can start entering details.

Open the audit form

Step 2: Enter the audit date​

Use the date field labelled "Audit date" to select the day the audit took place; this field is required before you can submit.

Enter the audit date

Step 3: Choose an overall rating​

In the "Overall rating" dropdown, select whether the audit outcome is "Satisfactory" or "Needs improvement" based on your findings.

Choose an overall rating

Step 4: Add checklist items​

In the "Checklist" section, add each audit item, providing a clear label in the "Item" text field for what you are inspecting.

Add checklist items

Step 5: Record responses for each item​

For every checklist item, choose a required "Response" option (Yes, Partial, No, or N/A) so each item has a clear audit outcome.

Record responses for each item

Step 6: Set severity and disposition​

For items that require more detail, use the "Severity" and "Disposition" dropdowns to classify the issue and indicate any needed follow-up work.

Set severity and disposition

Step 7: Review and submit the audit​

Check all required fields are complete, then submit the form to save the audit record for the project.

Review and submit the audit

Last updated: 2026-06-12