Checklist components

The following components are available in checklist documents:

  • Procedures - The checklist items that users need to go through and provide responses for.

  • Groups and subgroups - To group related procedures.

  • Sub-level Procedures - To add sub-procedures to a procedure and create a multilevel structure.

  • Response Types - To specify the expected user response. The following table describes the available response types:

    Response type

    Expected user response

    Manual

    Enter the requested information.

    Picklist

    Select one item from the drop-down list.

    Multi-Picklist

    Select one or more items from the drop-down list.

    Date

    Select a date from the calendar.

    Entity Information

    View and verify client data.

    The displayed information links to CaseWare Cloud. The user can edit any incorrect information if needed.

    Contact Information

    View and verify client contact data.

    The displayed information links to CaseWare Cloud. The user can edit any incorrect information if needed.

  • Guidance - To provide guidance information for the users. For example, to state which document will be available in the engagement file if user answers Yes in this procedure.