Some lists require manager approval before they're considered complete. This guide explains how the approval workflow works.


When Is Approval Required?

Approval is a per-list setting configured on the web portal. When enabled, any list submission must be reviewed by a Manager or Admin before it counts as complete.

Typically, approval is enabled for:

Not all lists need approval. Low-stakes operational checklists often skip this step.

How to Enable Approval

  1. Go to Lists on the web portal
  2. Open the list you want to configure
  3. Go to Approval Settings
  4. Toggle on Require Manager Approval

The Approval Flow

For Staff (Associates)

  1. Complete the list on mobile as usual
  2. Submit the list
  3. The list enters a "Submitted, Pending Approval" state
  4. Wait for your manager to review

For Managers / Admins