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Configuring checklist review stages in Assurance
Who is this article for?
Full users who want guidance with configuring checklist review stages in Assurance.
Full user type is required. Only a Full user with checklist update rights can adjust the review stages in a checklist.
1. What is a checklist review?
Checklist reviews enable Full users to review completed checklist results. You can have up to ten sequential review stages for a checklist. The checklist must be completed before the first review, which must be completed before the next, and so on. Each checklist review stage can involve different reviewers and additional questions to complete during the review.
2. What is a checklist review stage?
Checklist review stages can be configured for each checklist at the time of creation, which all checklist assignments will follow. When a checklist is completed, Assurance will trigger the checklist for review.
3. How to configure checklist reviewers?
Checklist reviewers can be assigned for the entire review stage or by business unit, allowing for same reviewers per stage or different ones for each business unit. Once a checklist is ready for review, Assurance will notify the reviewer, and it will appear on their To Do List.
To configure checklist reviewers, navigate to the checklist and then select on the edit button under the details tab.
In the review section, the default checklist review settings are displayed. If the review section is not visible, checklist review is disabled by default and must be enabled in the organisation checklist settings.
Changing checklist reviewers?
Any changes made to checklist reviewers will only affect checklist results that are not started or in progress. Completed checklist results will not be affected by these changes.
| Review Settings | Description |
| Number of Review Stages | Select the number of review stages for the checklist. The number of review stages that are available to select is configured by your organisation default checklist settings. |
| Checklist Answers Read Only | Select whether checklist reviewer can only read checklist answers. |
| Stages | Enter the name of the checklist review stage. |
| Reviewers | Select the Full users who will review the checklist at each stage. |
| Complete Review | Select the time in days or weeks after the previous stage is completed for this stage to occur. For the first stage, this refers to the time after the checklist is completed. For an immediate review, enter 0 days. |
| Notification Before the Due Date | Select this option configure how frequently the reviewer will receive reminder notifications prior to the due date. This can be a one off or repeated notifications. If a checklist has no appointed reviewers, Assurance will send the reminder notifications to all Super users. |
| Notification After the Due Date | Select this option to configure how frequently the reviewer will receive overdue checklist review notifications. If a checklist has no appointed reviewers, Assurance will send the reminder notifications to all Super users. |