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:
- High-risk safety inspections (where a manager wants to verify completeness)
- Critical daily checklists (opening/closing procedures)
Not all lists need approval. Low-stakes operational checklists often skip this step.
How to Enable Approval
- Go to Lists on the web portal
- Open the list you want to configure
- Go to Approval Settings
- Toggle on Require Manager Approval
The Approval Flow
For Staff (Associates)
- Complete the list on mobile as usual
- Submit the list
- The list enters a "Submitted, Pending Approval" state
- Wait for your manager to review
For Managers / Admins