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Audit Checklists 2.0

4 min read

Location #

Other checks #

Creating Manual Checks #

Monitoring Audit Checklist Completion #

This now shows at a glance how much of a client’s file has been completed.

Reports for tracking completion status #

Developing a completion strategy #

Adding Form Items that are required to complete or close #

  • Required to complete”
  • “Required-to-close”

Creating Required Fields in Built-in Forms #

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