Checklists and audits: how it works

A checklist is an audit template: sections, questions and scoring rules. An audit is one run of a checklist at a specific location by a specific employee. The administrator creates checklists in the web dashboard, auditors carry out audits in the mobile app, and the results are collected into reports and analytics.

What a checklist is made of

• Sections — groups of questions, for example "Dining room", "Kitchen", "Storage". The report calculates a separate score for each section.
• Questions — audit items. The question type is Yes / No (scored) or Text field (free-form answer, not scored).
• Question weight — how many points an item is worth. Used if the checklist's scoring method is In points.
• Settings — who can use the checklist, when it can be completed, scoring method, folder, signature, geolocation and AI review.

How to fill all this in is explained in How to create a checklist.

The audit path: from template to report

1. Create a checklist. In the Work → Checklists menu, click Create checklist and fill in the builder.
2. Decide who audits and when. Limit access to the checklist to specific employees, or schedule regular audits in the Planner.
3. The auditor carries out the audit in the app. They choose a location and a checklist, answer the questions, attach photos and submit the audit.
4. jeCheck calculates the score and builds the report. The audit report opens by link and can be downloaded as a PDF.
5. The report is sent by email. The auditor and employees on this checklist's mailing lists receive it.
6. Violations become tasks. If an automation scenario is set up, "No" answers create tasks — see Automation.
7. Results flow into analytics. See trends by location, question and auditor in Analytics.

Where audits are carried out

Regular audits are carried out only in the jeCheck mobile app — you can't complete a checklist in the web dashboard. Step-by-step instructions for auditors are in How to carry out an audit in the mobile app.

What the auditor sees in the app:

• checklists they have access to (the Who can use the checklist setting; if no one is selected, the checklist is available to everyone);
• locations they are assigned to; if they aren't assigned to any location, all of the company's locations;
• audits scheduled for today from the Planner.

The exception is mystery shopper audits: the shopper fills in the form via a link in the browser, without the app. Learn more in Mystery shopper.

Where to find things in the dashboard

• Work → Checklists — the checklist list and builder. Available to administrators only.
• Work → Audits — a summary of completed audits by location and checklist for selected dates, with Excel export.
• Analytics → Audit log — every audit individually: reports, PDFs, exports. See Audit log.
• Management → Mailing lists — who receives reports by email.
• Work → Planner — the schedule of planned audits.

Frequently asked questions