Checklists and authorisations
Confirm and prove competence at various stages with checklists..
By Andreea and 1 other2 authors8 articles
- Complete a checklist item as a userYou can finalise a checklist item and ensure that you have acknowledged your company's policies or procedures.
- Configure a checklist and set up the approval optionYou can configure a checklist item and set up the approval option.
- Create a checklist item with a requirement for evidenceYou can set up a checklist item with a requirement for evidence and upload evidence.
- Approve staff checklist itemsAs a manager you can approve checklist items completed by your team members and review their progress to confirm they have met the required standards.
- Add, assign, or remove checklist folders or itemsYou can add and assign a new checklist folder or item
- Manage checklist itemsYou can access the checklist editor, create, assign or approve employees checklist items.
- Access checklists and Sign-offsYou can access checklists and Sign-offs to review progress, complete assigned items, and approve team member checklist activities.
- Bulk reset, archive or remove checklistsYou can manage checklist items and folders in bulk by resetting, archiving, or permanently removing them for selected users or user groups.