Description

This form is used to Add Checklist Questions or Edit Checklist Questions on Checklist Templates. The fields on the form will vary depending on the type of Checklist Template being used.

There are three types of Checklist Templates: General, Compliance Audit, and EMS. All three templates provide a comment field for each question, but they differ in the structure of the question and the types of answers.

• The General Template contains a simple text field for your question and a section header (you can divide questions into different sections within a checklist). Possible answers for each question are “Yes,” “No,” and “N/A.”
• The Compliance Audit Template is perhaps the most complex and was designed to accept imports from Listbuilder (Team Guide). Section headers, Item ID, Citation Code, Reference Details, and the text of the question are all fields used in the checklist. The Item ID appears to the left of each question on the checklist form, and the available answers are “Compliant,” “Noncompliant,” and “N/A.”
• The EMS Template is similar to the General Template except for the addition of an Item ID (typically the ISO 14001 element number) and the “Conform,” “Nonconform,” and “N/A” answers.

Complete the fields on the Add / Edit Checklist Question Form and click on the Save Question button to save the question and return to the Questions grid.

Definitions for the Add / Edit (General/Simple) Checklist Question Form

1. Section Header: Name of the Section on the Checklist where this question will be located
2. Question Text: Question text that will appear on the Checklist

Definitions for the Add / Edit (Compliance Audit) Checklist Question Form

1. Section Header: Name of the Section on the Checklist where this question will be located
2. Item ID: the question number or unique identifier of the requirement on the Compliance Audit Checklist; typically a question number or alphanumeric ID from Team Guide/Listbuilder
3. Citation Code: The Citation Code is the unique identifier for the regulation or relevant environmental reference. If the Finding is linked to a Checklist that contains the ListBuilder Item ID Code, then the ListBuilder Item ID Code will automatically populate the Citation Code field.
4. Reference Details: information regarding the Citation Code
5. Question Text: Question text that will appear on the Checklist

Definitions for the Add / Edit (EMS Audit) Checklist Question Form

1. Section Header: Name of the Section on the Checklist where this question will be located
2. Item ID: the question number or unique identifier of the requirement on the EMS Audit Checklist; typically a question number or element number from ISO 14001
3. Question Text: Question text that will appear on the Checklist