FacilityBot allows multiple users to sign off on a single checklist entry, enhancing accountability and compliance. This feature is useful for checklists that require multiple approvals before completion.
Checklists will remain in the “Processing” status while awaiting sign-offs. Once all required approvals are completed, the checklist status will change to “Complete.”
Enabling Multiple Sign-Off for Checklists
- Log in to the FacilityBot Web Portal.
- Navigate to ‘Settings’ → ‘Checklists’ in the FacilityBot Web Portal.
- Locate the checklist you want to modify.
- Hover over the checklist and click the pen icon to edit.
- Select “Multiple Step Sign-Off.”
This allows you to configure checklists that require multiple users to approve an entry before it is marked complete.
Configuring the Checklist Sign-Off Flow
- Click on the box under Multiple Step Sign-Off and select ‘Manage Checklist Sign-Off Flow.’
- Click “New Sign-Off Flow” to create a new approval process.
- In the new tab, enter a name for the sign-off flow.
- Hover over each step and click the pen icon to edit.
- Rename the status as needed.
- Assign managers responsible for approving this step.
- Click “Save” and repeat for all steps.
- To add more approval steps, click “Add Step.”
- Once all steps are configured, click “Submit.”
Applying the Sign-Off Flow to a Checklist
- Return to the Checklist Settings tab.
- Select the newly configured Sign-Off Flow for the checklist.
- Click “Submit.”
Approving Checklists with Multiple Sign-Off Enabled
Once a checklist is completed by a responder, it will be marked as Under Processing and sent for approval if Multiple Step Sign-Off is enabled.
- Navigate to Features → Checklists → For Review in the FacilityBot Web Portal.
- Locate the checklist that needs approval.
- The initial checklist status will be Processing (First Check), indicating it is pending first-step approval.
- Hover over the checklist and click the check icon to approve.
- Enter remarks for approval and click OK.
- Once the first step is approved, the checklist status will update to Processing (Second Check).
- Repeat the approval steps for each stage until the checklist is fully approved.
- After all approvals are completed, the checklist will be marked as Complete.
By enabling multiple sign-offs, FacilityBot ensures that critical tasks receive the necessary approvals, reinforcing compliance and accountability across teams.
