# Checklists for Audits (QMS)

QMS includes an enhanced checklist type to support the execution of an _Audit_. If enabled by an Admin, users can use the _Audit Checklist with Findings_ type of checklist to define reusable, structured questionnaires which allow the capture of detailed responses, attachments, and support direct filing of findings or observations. Responses to the questions and findings related to those responses will be automatically linked up to the _Audit_ through the checklist or directly as findings.

Admin configuration and setup of Audit Checklists consists of enabling creation of the appropriate type of Checklists, and authoring those checklists. Familiarity with the <a href="/en/gr/52824/">platform Checklists feature set</a> is required before proceeding with Audit Checklist setup and use.

## Enabling Audit Checklists with Findings

To enable Audit Checklists with Findings for use in your Vault:

  * If not yet activated in your Vault, you must activate the _External Audit Checklist Design_ or _Internal Audit Checklist Design_ object types on the _Checklist Design_ object.
  * Activate the standard _Audit Checklists with Findings_ picklist value in the _Checklist Types_ picklist to enable it for use.

You may also update the page layouts of your checklists, audits, or findings to ensure appropriate visibility of the linkages between them, as well (for example, listing related findings and the questions they came from). This can support behaviors such as users hovering over a finding which has been added to a checklist question, and having Vault display the field data as determined by <a href="/en/gr/15057/">the _List Layout_ of the object type</a>.

## Authoring Audit Checklists with Findings

Once activated, checklist administrators can select this checklist type when creating a _Checklist Design_ record, then author the checklist via the <a href="/en/gr/537448/">Visual Checklist Designer</a>.

## Adding Findings to Audit Checklists

Users can click the **Create** button under _Findings_ in each checklist question to add a finding. When clicked, Vault displays a record creation dialog with all required fields.

The **Create** button for findings only appears when the checklist is in the _In Progress_ state.

## Related Permissions

Users who may need to create findings while completing audit checklists require the following permissions via a security profile or role:

  * _Create_ permission for at least one object type of the _Finding_ object; or
  * _Create_ permission for the the following objects and object types:
    * _Quality Event (External Finding)_
    * _Quality Event (Internal Finding)_

Users who may need to delete findings require _Delete_ permissions for the same objects and object types.