This video explains how to configure checklist settings in the system to streamline approval workflows. Checklists act as mandatory steps before a request (like a CAPEX) can proceed, ensuring all required reviews are completed. You can assign checklist items to specific users, job titles, or custom roles, and control behavior through settings like blocking colors, required comments, exclusivity, and visibility. Additionally, you can define checklist applicability by request type, amount thresholds, and organizational level. The video also covers how to create and manage custom checklist roles, allowing for flexible and role-specific approvals. These features help enforce compliance and tailor approval processes to your organization’s needs
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