---
title: Audit Checklist (webinar)
description: "[https://www.youtube.com/embed/VgQAsG2uIbY?enablejsapi=1](https://www.youtube.com/embed/VgQAsG2uIbY?enablejsapi=1) The Audit Checklist is a double-check system to ensure all necessary data is filled out within YouthCenter. This system prevents you from leaving a form/page before completing certain fields. It also prevents you from changing a client to a…"
url: "https://docs.youthcenter.net/docs/new-audit-checklist-webinar/"
updated: "2026-07-16"
category: Case Manager
tags:
  - Audit Checklist
---

# Audit Checklist (webinar)

[https://www.youtube.com/embed/VgQAsG2uIbY?enablejsapi=1](https://www.youtube.com/embed/VgQAsG2uIbY?enablejsapi=1)

The Audit Checklist is a double-check system to ensure all necessary data is filled out within YouthCenter. This system prevents you from leaving a form/page before completing certain fields. It also prevents you from changing a client to a Closed/Discharged status without completing certain steps.

The above video covers:

### ****🗂️**** **Introduction & Overview **

- **Intro -**[0:05](javascript:void(0))
- **Viewing the Audit Checklist -**[1:22](javascript:void(0))
- **Why use the Aud**it**Checklist -** [2:26](javascript:void(0))
- **Audit Checklist settings in Form Admin -**[2:57](javascript:void(0))
- **Audit Checklist settings in Form Admin -**[2:57](javascript:void(0))

### ****📊** Demographics** Audit Checklist example

- **Demographics Fields for Audit Checklist -**[3:38](javascript:void(0))
- **Detention-specific fields -**[6:13](javascript:void(0))
- **Viewing Client Demographics -**[6:39](javascript:void(0))
- **Viewing the Audit Checklist with Demographic items -** [7:48](javascript:void(0))
- **Closing a client with incomplete Audit Checklist -** [8:16](javascript:void(0))
- **Closing a client with complete Audit Checklist -** [8:54](javascript:void(0))

### **👥 Managing Program Placements in the Audit Checklist**

- **Adding Program Placements as items -** [12:40](javascript:void(0))
- **Adding Outcome and Intake/Release notes within Programs -** [13:36](javascript:void(0))
- **Adding entries in Program Placements Notes -** [16:25](javascript:void(0))

### ⚙️ **Customizing your list **

- **Using the Show Field checkbox -** [4:23](javascript:void(0))
- **Items that can be added from Built-In Forms -** [18:26](javascript:void(0))
- **Creating an item from Picklist Admin -** [19:10](javascript:void(0))
- **Adding Court Case Occurrences and other system-based items -** [22:10](javascript:void(0))
- **Other fields such as Client Team** **-** [9:53](javascript:void(0)) **or Physical Placements -** [10:53](javascript:void(0))
- **Adding Intake and Release Dates as an item -** [11:19](javascript:void(0))
- **Adding Intake and Release Notes as an item -** [12:05](javascript:void(0))

### **📝** **Using a Completed Checklist**

- **Viewing an Audit Checklist with many items -** [14:12](javascript:void(0))
- **Audit Checklist links to other site areas -** [15:17](javascript:void(0))

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