A user can sign off on a checklist as either a preparer or as a reviewer. Up to three people can sign off for each role.

Each sign off applies to an individual checklist.

To sign off on a checklist:

  1. Open a checklist group.
  2. Within the group dashboard view, click the +Sign off icon that corresponds with your role. The user's name will display with a date stamp shown on hover indicating an approval.

Notes: 

  • If needed, a user can remove a sign off by clicking the X within the shaded name. The name is removed, and the +Sign off icon is available for another approver.
  • A preparer must be added prior to a reviewer sign off. If removing sign offs, the opposite is true: a reviewer must be removed before a preparer.