To complete a checklist, either click on the link in the Assurance notification/ reminder email or login to Assurance and on the Dashboard click on the Not Started button next to the Checklist in your To Do List.

On the Checklist Screen where you can begin answering questions. This page also show any reference documents attached to this checklist which can be viewed if needed.

If the checklist is broken up into Sections, you will be able to answer each Section one by one, to save your answers in a Section, click on Save and Next. When you have completed the whole checklist, Click on Submit. 

Note: If you do not select Save & Next or Save for later your answers will not be remembered.

To add comments or notes to a checklist answer, click on the little speech bubble icon. Multiple comments can be added to any Checklist answer.

To add evidence, click on the paper clip underneath the question and upload evidence (in the form of a document, hyperlink or a link to an existing document already uploaded in the Checklist). All evidence that you have uploaded against a Checklist can also be found in the Attachments tab when you view a Checklist Result.

Once the checklist is completed email reminders will go out to other owners of the checklist advising them of the status update. The person who made the status update does not receive this email.