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Checklist Workflows - Overview

Checklist workflows are a collection of steps strung together to create a clear transfer of responsibility and progress. Administrators define workflows – and the steps within them – for checklist in ‘Manage Checklists – Checklist Workflows’.

Checklist Workflows - Overview

Checklist workflows are a collection of steps strung together to create a clear transfer of responsibility and progress. Administrators define workflows – and the steps within them – for checklist in ‘Manage Checklists – Checklist Workflows’.

  • Checklist can be completed without workflows, in one step by simply filling out checklist form and saving it. This is the default setting.
  • Creating a Checklist Workflow and associating it with a checklist adds more control by defining steps and responsibilities for completion and approval of audits and inspections.
  • You can also define:
  • if mandatory questions must be answered,
  • if previously answered questions can be edited.

Learn this next... 

How do I create a Checklist Workflow in the Admin Portal?