Checklists

Checklists are reusable templates that can be allocated to reviews as entry criteria, exit criteria, or per-item checklists. They help ensure consistent evaluation across reviews.

Creating a Checklist

1. Navigate to Reviews → Checklists in the sidebar
2. Click New
3. Enter a name and optional description
4. Add checklist items

Checklist Items

Each item in a checklist has:

Field	Description
Item text	What to check (required)
Category	Optional group label — response forms group items under category headers
Required	Whether this item must be checked for the checklist to count as complete

Add and remove items in the checklist editor; at least one item is required.

Scope

Checklists resolve through the configuration hierarchy:

Scope	Visibility
Global	Available across all workareas
Group	Available to workareas in the same group
Workarea	Available only in the current workarea

Each card shows its scope badge. On the Checklists page you create and edit workarea-scoped checklists; global and group checklists appear read-only.

Using Checklists in Reviews

On a review’s detail page (or in the document review panel), use the Add checklist button to allocate a checklist as:

• Entry criteria — expected to be complete before the review starts
• Exit criteria — expected to be complete before the review closes
• Per-item — applied to items in the review; optionally targeted with an item filter query

Note: Incomplete entry/exit criteria produce warnings when starting or closing a review — they do not block it.

Allocating a checklist stores a snapshot of its definition, so later edits to the template don’t change checklists already attached to a review.

Responding to Checklists

During a review, participants check off items — on the review detail page or in the document review side panel. Each response records:

• Which user checked the item and when
• An optional note per item
• Progress toward completion — the progress bar tracks required items, with a “N required items remaining” notice while incomplete

In the Review Protocol

When a review is closed, the review protocol includes a summary of all checklist allocations with their completion status.