User instructions

Set up item approval

Checking an item and approving it are separate actions

Choose who may approve

1. Create enabled accounts in Users & access. For department review, assign members through Departments → Manage members.
2. In Checklist Editor → Edit item → Separate approval, choose Not required (default), Named person, or Department / group. Assign an enabled reviewer, save the draft and publish after review.
3. A named rule permits that account; a department rule permits an eligible enabled member. Being an administrator is not an approval assignment or an override.

Check and approve, including your own check

1. Check the item and supply its required readings and photographs. Save and synchronise. The item shows Awaiting approval; its checked result remains visible.
2. The assigned reviewer opens Review approval or My item approvals. Your own checks are included when you are the named approver or an eligible department member.
3. Review the hub-saved result, readings, notes and submitted photos. Confirm Approve or Request changes. Requesting changes requires a reason and does not erase the check. Checking and approval are separate actions with their account and time recorded; a same-person approval is labelled in the record and report.

When approval must be repeated

Changing the result, readings, note, record details, photo or caption requires fresh approval. Finalisation stays blocked until all required items have valid approval, including N/A entries. Reconnect if saved photos cannot load; a reference illustration is not submitted evidence.