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Checklist Items Where Rule Will Apply

Checklist items where the rule will apply is a setting in the automated task that allows you to specify the particular audit template questions, where, when violations are detected, the system will automatically create a task. This provides flexibility and accuracy in determining which violations should trigger automated task creation.

When selecting or changing an audit template in the automated task, the system will display a list of questions for this template on the right-hand side in a tree format. The questions are organized into sections and categories, which makes it easier to navigate and choose the necessary items.

Note: Tasks will only be created for questions with the following answer types:

  • Dropdown List
  • Number
  • Slider
  • Flag

Questions with other types of answers are not supported.

Question Selection Features​

  • Question Tree: Questions are displayed in a tree format, reflecting the structure of the audit template with sections and categories.
  • Item Selection:
    • You can select individual questions by checking the box next to them.
    • You can select a category or section by checking the box next to its name. In this case, all questions within that category or section will be automatically selected.
  • Exceptions: Questions from the "General Information" section are not included in automated tasks and are not available for selection.

Counting Selected Items​

At the top of the list of questions, a counter will show the number of selected items, for example: "Items selected: 4". This helps you track how many questions will be considered by the system for automatic task creation.

Requirements:

One of the roles:

  • Administrator
  • Automated Task Management

Workspace Type:

  • Full workspace

How to Select Checklist Items for Automated Tasks​

Step 1: Open the Automated Task for Editing or Create a New One​

  1. Log in to the AuditBLOOM system with your account and required access rights.
  2. Go to the "Automated Tasks" section in the main menu.
  3. Open an existing automated task for editing or create a new one.

Step 2: Select the Audit Template​

  1. In the "Audit Template" field, choose the required published audit template from the list.

    Selecting "Audit Template" | AuditBLOOM

Step 3: Review the List of Questions​

  1. After selecting the template, the list of questions for this template will appear on the right side of the form in a tree format.
  2. Questions are organized into sections and categories for easier navigation.

Step 4: Select the Necessary Checklist Items​

  1. Check the boxes next to the questions, categories, or sections that the automated task should apply to.

    • Individual questions: Select specific questions by checking the boxes next to them.
    • Category or section: Check the box next to the category or section title to automatically select all questions within that category or section.

  2. Make sure the selected questions have answer types supported by automated tasks (Dropdown List, Number, Slider, Flag).

  3. Check the selected item counter at the top of the list, for example: "Items selected: 7".

    Selecting questions and item counter | AuditBLOOM

Step 5: Save Changes​

  1. After selecting the necessary questions, click the "Save" button to save the automated task with the updated settings.

Notes and Tips​

Notes and Tips
  • Focus on Key Questions: Select only those questions for which violations should automatically create tasks. This helps prevent system overload with unnecessary tasks.
  • Regular Updates: When the audit template or its questions change, ensure the automated task settings are updated.
  • Excluding "General Information": Remember that questions from the "General Information" section are not included in automated tasks and are not available for selection.

Frequently Asked Questions (FAQ)​

Question: Can I select the entire audit template for an automated task?

Answer: Yes, you can check the boxes next to all sections to select all supported questions within the audit template.

Question: What happens if I change the audit template in the automated task?

Answer: When changing the audit template, the list of questions on the right will update according to the new template. You will need to select the necessary checklist items again.

Question: Do I need to update the automated task when new questions are added to the audit template?

Answer: Yes, if new questions are added to the audit template that you want to include in the automated task, you need to edit the task and select the new questions.

Question: Can I change the selected questions in the automated task after it has been created?

Answer: Yes, you can edit the automated task at any time and change the selected questions by checking or unchecking the boxes next to them.