Who is this article for?

Ideagen Disclose Administrators managing checklist administration.

Administration Access is required.

In Disclose, checklist administration facilitates the easy creation, modification, and version control of checklists to ensure compliance and best practices are consistently followed. Administrators can assign checklist responsibilities to users, track progress, and receive real-time notifications, enhancing overall efficiency and accountability in compliance management.

1. Manage checklists

1. To see the checklists you have access to, select Administration, then Checklists.
2. If you hover over a checklist, a downward arrow icon     will appear, when clicked, gives you the option to view the details.

2. Checklist details

Important: The latest version of a checklist will be the live version.

1. If you have opted to review checklists before releasing across the business, the latest version will show as live but the 'Approval Date' column that will say 'Not Approved'.
2. When you hover over the version, a downward arrow icon   will show, when clicked, gives you the option to approve the checklist.
3. If you wish to review the checklist before approving, you also have the option to test the checklist. This will allow you to create a test answer set which will work in the same ways as a live answer set. 
4. Below is an example of checklist version details:

3. Further reading

• Using a checklist
• Reviewing and closing a checklist
• Creating a checklist