Responding to Approval Checklists

Responding to Mandatory Approval Checklists

Approval Checklists can be set up across teams or groups in admation. Department managers usually put these checklists together for their teams to ensure consistency when approving work.

Filling out an Approval Checklist

Where they are enabled on an approval request, checklists need to be completed to standard before approving work, but are optional when requesting changes. 

Mandatory approval checklists work very much like a multi-choice quiz. If you have an approval checklist to complete, click the Approval Checklist button in the top right hand corner of your screen to open up your questions. admation will also prompt you if you try to approve your work without filling it out properly. 

Read the questions and select the buttons to answer each question. Ensure that you have read the questions and have filled the forms in properly. You can also add Notes to your checklist responses if you need to substantiate your claims or provide more detail on your responses. 

Likewise, you can delete any unneeded notes by clicking the trash icon . 

Certain checklists may be configured to prohibit you from submitting work that hasn't been reviewed correctly, so make sure you read through and complete these checklists carefully. Your checklist will turn green when it has been completed to standard, or will show an orange colour with instructions if that is not the case.

Once the checklist has been completed and shows a message in green, click Completed on your checklist, then submit your feedback by clicking Approve.