Who is this article for?

Users closing and completing checklists.

Client Access is required.

Checklists in Ideagen Disclose are used to ensure compliance, streamline workflows, and provide a systematic approach to disclosure, while also serving as a valuable tool for quality control and risk mitigation. They enhance transparency, promote standardisation, and help organisations maintain accurate and efficient disclosure processes.

1. Reviewing the checklist

1. From your home screen or the answer set home screen, place the mouse over the answer set you wish to review and select down arrow icon  .
2. Then, select the Review option.

3. This option allows you to accept or reject the checklist and add any comments. Comments can be added to the checklist itself or a general comment added when completing the review.

4. The answers will be shown as Read only, but the reviewer can enter the Edit mode and edit the answers themselves.
5. If the checklist is rejected, when the user goes back into the checklist, they will see the general review comments upon starting so they can see why it was rejected.

2. Completing tailoring

Once all tailoring questions have been answered, a pop up box will appear to show that tailoring is complete.

1. If you are happy to mark it as complete, select Yes.
2. Click I agree if you feel you've completed tailoring.

3. The main answer sets page will now show tailoring as complete.
4. If there are no sign-offs applicable at tailoring this will state Tailoring signed off. If there are applicable tailoring sign-offs, it will instead state that the Tailoring is awaiting review and as the reviews are completed, the status will change to explain whether it is awaiting review, signed off or rejected.
5. If the checklist is rejected, its status reverts to tailoring in progress, but it will indicate it has been rejected.
6. The answer sets home page will show the status and allow you to undo sign-offs.

3. Completing the main checklist

1. Once all the main checklist questions have been answered, a pop up box will appear to show that the main checklist is complete.
2. If you are happy to mark it as complete, select Yes.
3. Then, select the Complete Answering button.

4. The main answer sets page will now show the main checklist as complete.
5. If there are no sign-offs applicable at the main checklist stage this will state Main checklist signed off. If there are applicable main checklist sign-offs, it will instead state that the answer set is Awaiting Review.
6. As the reviews are completed, the status will change to explain whether it is awaiting review, signed off or rejected.
7. If the checklist is rejected, its status reverts to in progress, but it will indicate it has been rejected.
8. The answer sets home page will show the status and allow you to undo sign-offs.

4. Further reading

• Creating a checklist
• Using a checklist
• Getting started with Ideagen Disclose