Checklists are used to document observations during on-site assessments. Checklists can be launched from any assessment that includes an on-site component (see Assessments – Getting Started).

Before attaching a checklist, one or more checklist templates must already exist in the system (see Creating or Editing a Checklist Template).

Creating an Ad Hoc Checklist

Ad hoc checklists are typically used when:

• A single checklist is needed for a specific purpose, or
• The checklist does not correspond directly to individual methods

To create an ad hoc checklist:

1. Open the assessment and navigate to the Audit Checklists tab
2. Select + Create Ad Hoc Checklist
3. In the pop-up window:
   • Enter a checklist title
   • Select the checklist template to be used
   • Assign the checklist to an auditor
4. Once the template is assigned, launch the checklist using the play icon

The checklist is now available for completion.

Creating a Checklist for Each Method

For assessments that include multiple analytical methods, AB Manager can automatically create a checklist for each requested method.

To create method-based checklists:

1. Select + Create Method Checklists
2. When prompted, select Yes to confirm (all method checklists will be added)
3. Assign a checklist template to each method using the Setup Checklist button (methods can be assigned a default checklist)
4. Checklists can be assigned to individual assessors
5. After templates are assigned, build and launch each checklist using the play icon

Note: Changing the ‘assigned to’ person and building the checklist can be done in bulk using multi-select and the actions button.

This approach helps ensure method-specific requirements are reviewed and documented consistently.

Deleting Selected Checklists

Checklists may be deleted if they are no longer needed.

Important: Deleted checklists cannot be recovered.

To delete checklists:

1. Select one or more checklists from the list
2. Choose Delete Selected Checklists
3. Confirm Delete Selected Checklists when prompted

Exporting Selected Checklists

Checklists—whether blank or completed—can be exported to a multi-page Microsoft Excel spreadsheet. Exported spreadsheets may be used to review or complete checklists offline.

Note: Exported checklist data cannot be imported back into AB Manager.

To export checklists:

1. Select one or more checklists
2. Choose Export Selected Checklists
3. Save the file to local storage