Sign-Off/Approval Steps 🛠️

If you need a checklist to be signed off, use approval steps

Approval Steps are 🛠️Planned for TerseFlow. Here's what you can expect in its initial release, but this may change

Approval Steps require a Business Plan

If you have a process that needs a supervisor's sign-off before continuing or completing, you can mark a step as an 'Approval Step'

Adding Approval Steps

• Edit your checklist

• Add a new step

• On the right hand side of the step, click the three dots

• From the three dots click Configure Approval...

• In the approval dialog, enter the usernames of the users that can approve the checklist

Your step will now show with a 🔑. Steps that follow an approval step cannot be checked off during a run until the step is signed off.

Removing Approval Steps

• Edit your checklist

• Go to the approval step

• On the right hand side of the step, click the three dots

• From the three dots click Configrue Approval...

• In the approval dialog, click Remove Approval

Your step will turn back into a normal step

Do You Approve?