How to create and edit checks

Creating a brand new Check

Creating a new check from nothing sees you filling in every detail. You can do this from the Checks section, for an ad hoc option or the Check Schedule section for a new, recurring check. 

It’s very important that you review all the details and ensure they are correct, as incorrect scheduling of your check could cause inconveniences when it comes to reviewing compliance.

Creating from Checks vs Check Schedules

Using the Checks section to create a new check is typically for creating an ad hoc, individual check. For example, if there is an extra check that needs to happen in an EMC opening check that is not already included within the default check schedule, then a user can quickly create a new check to appear in that checklist. 
 
Users creating a check can enter the value for the 'Applicable from', 'Due by date', 'Expiry date' and if required, the 'Corrective action' field. 
 
Using the Check Schedules section is our recommendation, as it is more involved. In addition to the fields the Check section provides, users can assign the 'active from' and 'active until' dates and how frequent they want the check to be generated (daily/ weekly/ monthly/ yearly).  

To summarise:

Checks allow for users to create their own checks on an ad hoc, needs be basis.

Check schedules are usually reserved for repeat checks that will appear throughout an academic year at a certain time. 

Creating Checks through Cloning

Cloning will often be the simpler approach to creating a new check. If a new check is needed and it already shares a lot of scheduling similarities with another check, we recommend going to Check Schedules. Find and select the similar check and clicking the 'Clone Check Schedule' option.

You will then have a window where you can edit the fields to suit the new check. Change the name of the check as a priority so you can readily identify this new Check once saved, this is found within the ‘Main’ section. 

We then recommend changing the ‘Content’ to match the purpose of this new Check, add any additional questions/prompts as needed then go to the ‘Schedule’ section.

Review whether any changes are needed here, such as 'Applicable from' and 'Due' times, as these may not be edited once the check is saved. If all is ready, you may then save the check (floppy disk icon, top option under 'Actions' menu) and it will appear on your app (after a minimum of 24 hours). 

Why would you want to clone a Check within the Check section?  

Cloning a check through the Check section may simply save time and effort, depending on the purpose. If you want to create a new check that has the same 'Applicable from', 'Due by' date but you want to change the name of the check, it is easy to clone the existing check and then manually amend the fields you want to change yourself. Cloning a check will not clone the audit trail, this is because a new check is still being created and at the time it is generated, there will are no actions applied to it. 

How does it differ to cloning a Check Schedule?

Cloning a Check Schedule works the same as cloning a Check. It will copy the entire schedule and all the fields. This is still a good idea if you want to create a schedule that is very similar to an existing schedule but some of the information is different, such as the name of the check.