Topic results Checklists

CCH Audit Automation
Perennial checklists
The document outlines the functionality and management of Perennial Checklists in an audit system. These checklists retain user-entered answers from the current year and two prior years, allowing for seamless roll-overs and adjustments between master pack releases. It describes procedures for adding, editing, deleting, and re-sequencing questions within these checklists, as well as importing and exporting checklist data. Users can configure question conditions, valid answers, and levels to enhance checklist utility while maintaining organization and clarity in the auditing process.
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CCH GDPR Compliance
Adding and editing Custom Checklists
This guide outlines changes to the process for users of PrivIQ’s standard version regarding AI-generated capabilities in risk assessments and compliance checklists. Key features include instructions for adding sections and sub-sections, adjusting risk levels, and editing items within the checklists. Users can upgrade to the premium version to access a full AI Guide. Important notes include the necessity of saving changes frequently and the ability to import items from CSV files into existing sub-sections.
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