Go to the Checklists Tab and select Checklist Configuration

Add and entry

Complete all necessary detail and Save.

Once saved, you can Add Entry under the Checklist Configuration section to start building questions. Click Add Entry for each question you need to create before publishing.

Fill out the detail as required. You can put each question under a specific heading if you wish, e.g. Specification. When you create the next question you can then create a new section or Use Existing Section and put it under Specification also. The Hint option will later allow you to include perhaps a clause number in reports. This may be an ISO clause or perhaps a clause from an SOP or Work Instruction.

For the Template, if you created a Hint, you can specify it here. Choose the sort order for this question as well as its weighting which contributes to the Score %.  Select the answer type as well as a choice from the answer list, e.g. Pass/Fail, Yes/No/NA etc.

(1) - If you wish to attach your own checklist from another source you can attach this to the checklist when configured. Be aware that this bypasses much of the reporting normally available with questions built into Intelex.

When you are completing an audit you will see the attached checklist in the checklist column and can create evidence file(s) to reattach the completed checklist. It is recommended you complete individual evidence entries where necessary to enhance reporting capability.

To publish the checklist so it may be used in an audit, click on Add Entry under this section

Select the version and add any comments and Save

Once published, it is now ready for use in audits and can be selected from the audit list

Under the Sections and Answers tab you will be able to see each question you have created under the various sections you made.

If you want to modify a published checklist you need to open the Checklist Configuration option from the Checklists tab. Open the checklist you want to change and click Edit. Make your changes and create another Published version document using the Add Entry button.  

When selecting checklists for an audit the currently version will always take precedence but you will be able to select a previous version.