Notifications / Approvals

Subscribing to Updates

Users can subscribe to checklists being completed by using the Subscribe action. This will notify them through email of any completions on shared checklists, or any private checklists they have access to view.

Note: An administrator will also be able to subscribe or unsubscribe other users from this window. 

Also, if you set the Checklist Viewer Group, then any user who is in that group will be able to receive notifications for checklists on that page, even if they are private.

Approval Notifications

Another option is to add an entry at the end of the checklist assigned to a specific user. This will then not only send them an email, but ask them to complete the last checklist entry. That last checklist entry can also be set to be an Approval, which would require them to review what was entered and sign-off on it.

Send To

You can also start a checklist on behalf of another user. To do this, use the "Send To" action and choose "Require Complete Checklist".

Request Checklist Completion

You can also request that a user completes and submits a checklist prior to being able to attest to an article. You can read about this here.


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Up Since 5/7/2024 10:53:17 PM