Custom Checks

Introduction

Auditor 1.2.13 extends the program with the function to create user-defined entries for the checklist. These checks can be used to map additional operational checks or other requirements. Each of these entries is a manual test whose status must be set by the auditor. The checklist can be used as a kind of to-do list in which additional checks are stored and ticked off. The status of these checks is saved together with the audit report and output together with the Excel export.

Groups

Custom checks in the checklist are managed in groups. Before a check can be created, it is therefore necessary to create a group. This can be done via the main menu under Tools and Add new Custom Checklist Group. Groups can only be created if a report has been loaded beforehand because they are stored in the associated audit report.

A group name must be entered in the window for creating a new group. This is a mandatory field. You can also select a category and enter an info text. Both fields are used for a better understanding of the task of this group, but have no influence on the test. The info text is displayed when the corresponding Show button is clicked in the checklist. There is nothing to stop you from providing a comprehensive description for the info text.

Checks

New checks can also be created via the main menu. Under Tool and then Add new Custom Checks. The window is very similar to the one for creating a group. The difference is that the parent group must be selected for each check.

In the checklist

In the checklist, the custom groups and checks do not behave any differently to the checks that already exist in the Auditor. Comments can also be entered for all custom groups and checks.

All custom groups and checks can be edited and removed via the context menu of the checklist.

Export and import

As soon as custom groups and checks are created, they are saved by the program in a reference file. It is therefore very easy to share these extensions with other users. All you need to do is transfer the reference file. It is particularly convenient with the export and import functions, which you can find in the settings under Manage Settings. Export custom Checks copies the reference file to a location of your choice. Import custom Checks allows you to import a file into the Auditor. Any existing checks or groups are replaced in the process.