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Question

Options for multi-person checklist?

  • March 28, 2025
  • 3 replies
  • 29 views

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Are there options other than multiple checklists for when you need multiple approvers?  We have a situation where an employee needs to check off that they’ve finished a task, and then for a supervisor to check it.  It seems like the only real option is separate, identical checklists.  Is there a better option I’m not considering?

3 replies

lrnlab
Hero III
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  • Hero III
  • March 28, 2025

The Observation Checklist does provide an approve al step where the designated “observer” can verify and approve the checklist submitted by the user. Is that what you need or something more?

https://help.docebo.com/hc/en-us/articles/360020124179-Creating-and-managing-observation-checklists

 


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  • Author
  • Helper II
  • March 28, 2025

@lrnlab Ideally, I’d want the observer to sign off on each step vs just the entire checklist, but that might just not be possible.


lrnlab
Hero III
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  • Hero III
  • March 28, 2025

I understand. That is not possible as far as I know. I did something similar where the user has their own checklist that is assigned and then we have a manager version available at all times so they can sign off of the checklist they just approved. Not ideal but it can track the details and allow the manager to sign off on each task.