> ## Documentation Index
> Fetch the complete documentation index at: https://support.cim.build/llms.txt
> Use this file to discover all available pages before exploring further.

# Audit Checklist: running structured compliance checks

> Run structured pass/fail compliance checks against specifications and quality gates, then track every result and workflow run in the Audit Checklist.

The Audit Checklist gives you a structured, pass/fail view of compliance across your project. CIM Build automatically generates checks from your uploaded specification documents, and you can add your own quality gate checks on top. The checklist tracks every result so you always have a current picture of where your project stands against its specification and review obligations.

## Opening the checklist

Click **Audit Checklist** in the left sidebar. At the top of the page, a status summary bar shows you:

* The **total number of checks** in your project
* How many have **passed** (shown in green)
* How many have **failed** (shown in red)
* How many have **not yet run** (shown in grey)

This summary updates every time you run a check, giving you an at-a-glance compliance score.

## Check groups

The left panel organises checks into four groups.

<AccordionGroup>
  <Accordion title="All">
    Every check across your project in a single list. Use this view to get a full picture of compliance status, or to search and filter across all check types at once.
  </Accordion>

  <Accordion title="Report Specs">
    Checks generated automatically from your uploaded specification documents. CIM Build reads your specification PDFs and creates individual checks for each requirement it extracts. These checks are tied directly to their source documents so you can trace every check back to the specification page it came from.
  </Accordion>

  <Accordion title="Global">
    Shared checks that apply across all projects in your organisation. These are typically standard review criteria or regulatory requirements that your team applies consistently regardless of project type.
  </Accordion>

  <Accordion title="Gate">
    Quality gate checks with structured review criteria. Gates are milestone-based checkpoints — for example, a design review gate or a pre-tender gate — that group related checks together into a reviewable package.
  </Accordion>
</AccordionGroup>

## Running checks

<Steps>
  <Step title="Find the check to run">
    Browse or search for the check you want to execute. Checks are listed in the main table with their current status, associated workflow, and last run time.
  </Step>

  <Step title="Click Run">
    Click the **Run** button next to the workflow you want to execute. CIM Build will queue the check and begin processing.
  </Step>

  <Step title="Select evidence files if prompted">
    Some checks — such as the Background Discrepancy Check — require you to specify which files to use as evidence before running. A file selection dialog will appear. Choose the relevant files and confirm to proceed.
  </Step>

  <Step title="View results">
    Results update in the table once the check completes. The status badge changes to **Passed** or **Failed**, and the detail panel shows the findings.
  </Step>
</Steps>

To see all active and historical check runs, click the **Workflow Runs** button in the header. The badge on this button shows how many runs are currently active. The history view shows each execution with its status (Queued, Running, Completed, or Failed), how long it took, and an expandable detail view of the output.

## Adding checks

<Tabs>
  <Tab title="Add Risk Check">
    Click **Add Risk Check** to open a dialog that lets you create a new workstream-based check. Choose the workstream, define the check criteria, and save it. The check will appear in the checklist and can be run like any other.
  </Tab>

  <Tab title="Add Gate">
    Click **Add Gate** to create a new quality gate. The dialog gives you access to gate templates for common check patterns — select a template to pre-populate the gate with standard criteria, then customise as needed for your project.
  </Tab>
</Tabs>

## Reviewing specifications

Click on any specification name in the checklist to open a detailed specification view. This view shows:

* The **full specification text** and its associated trades
* **Associated workflows** and their current pass/fail status
* A **PDF viewer** positioned directly to the relevant page in the source document, so you can read the original specification text in context

## Tips

<Tip>
  Use the **Search** bar at the top of the checklist to find specific checks by name — particularly useful on large projects with hundreds of specification checks.
</Tip>

<Tip>
  Try **AI Suggest Filter** to filter the checklist using plain language. Type something like "show me failed fire safety checks" and CIM Build will apply the appropriate filters automatically.
</Tip>

<Info>
  You can also navigate directly to an audit check from the Reports page. Click the **Checklist** button on any specification row in Reports to jump straight to the associated check in the checklist, with it scrolled into view and highlighted.
</Info>
