# Checklists and audits: how it works

> A checklist is an audit template; an audit is one run of it at a location. Where checklists are created, who runs audits and where the results go.

Источник: https://jecheck.io/en/docs/checklists/overview

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](/docs/checklists/create-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](/docs/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](/docs/checklists/mailings) receive it.
6. **Violations become tasks.** If an automation scenario is set up, "No" answers create tasks — see [Automation](/docs/automation).
7. **Results flow into analytics.** See trends by location, question and auditor in [Analytics](/docs/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](/docs/mobile/conduct-audit).

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](/docs/mystery).

## 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](/docs/analytics/audit-journal).
- **Management → Mailing lists** — who receives reports by email.
- **Work → Planner** — the schedule of planned audits.

![The checklist list under Work → Checklists](/docs-media/en/checklists/list.jpg)

## Frequently asked questions

### Can I carry out an audit from a computer?

No. A regular audit is carried out in the mobile app. The only thing filled in from a computer is the mystery shopper form — it opens by link.

### What happens if I delete a checklist?

It moves to the **Deleted** tab on the **Work → Checklists** page and disappears from the app and the Planner. Checklists deleted in the last 90 days can be brought back: **Actions → Restore**.

### Who can create and edit checklists?

Only company administrators. The **Checklists** section isn't available to other employees.

### How does an audit result become a percentage?

It's the share of "Yes" answers among items answered "Yes" or "No" — or the share of points earned if the checklist is scored in points. Details are in [How the audit score is calculated](/docs/checklists/scoring).