> For the complete documentation index, see [llms.txt](https://docs.monolithforensics.com/monolith/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.monolithforensics.com/monolith/using-monolith/settings/qa-checklist-items.md).

# QA Checklist Items

Quality Assurance Checklists allow your organization to create repeatable review processes for work performed in Monolith.

A checklist can represent the items another user should verify during a QA Review, helping teams apply a consistent review process across Cases and Evidence workflows.

Organizations can create different checklists for different types of review, such as:

* Case review
* Evidence review
* Collection review
* Report peer review
* Case closure review
* Organization-specific SOP or compliance checks

### QA Checklists

The **QA Checklist Items** settings page displays the Quality Assurance checklists configured for your organization.

From this page, you can:

* Create a new QA Checklist
* Enable or disable a checklist
* Preview an existing checklist
* Edit checklist content
* Delete a checklist

Enabled checklists can be used as part of supported QA Review workflows in Monolith.

### Create a QA Checklist

Select **Add QA Checklist** to create a new checklist.

Give the checklist a clear name that identifies the type of review it is intended to support.

For example:

* Evidence Intake Review
* Collection Review
* Report Peer Review
* Case Closure QA
* SOP Checklist

Once created, open the checklist to add its review groups and individual checklist items.

### Checklist Groups

A QA Checklist can contain one or more **Checklist Groups**.

Groups allow related review items to be organized into logical sections.

For example, a checklist might include groups such as:

* Screening
* Evidence Handling
* Acquisition
* Analysis
* Reporting
* Documentation
* Final Review

Select **Add Checklist Group** to create another section within the checklist.

### Checklist Items

Each Checklist Group can contain individual review items that describe what the reviewer should verify.

Checklist Items can be used for requirements such as:

* Confirming required photographs were captured
* Reviewing Evidence metadata
* Verifying Chain of Custody information
* Checking acquisition details
* Reviewing report content
* Confirming required documentation is present
* Verifying organization-specific procedures were followed

Use **Add Item** within a Checklist Group to create additional review requirements.

Checklist Items can also be edited or deleted as your review process changes.

### Preview and Edit Checklists

Select **View** to preview the structure and contents of a QA Checklist.

Use **Edit** when you need to update the checklist, add or remove groups, or change individual review items.

This makes it possible to maintain reusable review processes without recreating the checklist each time a QA Review is performed.

### Enable or Disable a Checklist

Use the **Enabled** control to determine whether a checklist should remain available for active QA workflows.

Disabling a checklist can be useful when a review process is no longer being used but you do not want to immediately delete the checklist configuration.

### QA Checklists and QA Reviews

QA Checklists are used when performing Quality Assurance Reviews within a Case.

A QA Review can be assigned to another Monolith user so that a second person can review selected aspects of the work using the appropriate checklist.

This can help organizations standardize peer review, internal quality control, and other review processes.

See [**Cases**](/monolith/using-monolith/case-management/cases.md) for more information about the Case-level Quality Assurance workflow.

### Recommended Practices

* Create separate checklists for meaningfully different review processes.
* Use Checklist Groups to organize related review requirements.
* Keep individual Checklist Items clear and actionable.
* Avoid combining unrelated review processes into one very large checklist.
* Review checklists periodically as SOPs and internal procedures change.
* Disable outdated checklists when they should no longer be used for new reviews.
* Use consistent checklist names so users can quickly identify the appropriate review process.

### Related Documentation

* [**Cases**](/monolith/using-monolith/case-management/cases.md)
* [**Tasks**](/monolith/using-monolith/dashboard/tasks.md)
* [**QA Issue Types**](/monolith/using-monolith/settings/qa-issue-types.md)
* [**Email Notifications**](/monolith/using-monolith/settings/email-notifications.md)
