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Configure a checklist and set up the approval option

You can configure a checklist item and set up the approval option.

Written by Andreea Nicoara

To configure a checklist and set up the approval option follow the steps:

  1. Log in to campus.

  2. From the landing page, click the Checklist widget.

    • This may be named something different by your organisation.

  3. Click on My Checklists on the left sidebar.

    • Click on the folder, as we know we can create checklists within the folder.

  4. Click on the checklist that you need to set up.

    • Title: Is the text that the employee and the manager will see when coming to sign off.

    • Settings: Are used to control whether the checklist item needs to be signed off by the employee, the manager, or both. In this example, we choose dual sign-off, and we tick the Employee sign-off and Manager sign-off box.

      • Depending on this setting, several other options will be available.

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