Adding Approver Roles for the Checklist

On the Approver tab of the Checklist Template, you can specify which project roles can approve the checklist.

To add an approver role

1. Open the checklist template to which you want to add the approver role.
2. On the Approvers tab, click Add.

A new row is added to the grid.

Note: For more information, see "Entering Data in Grids".

3. In the Role field, select an approver role from the list of project roles configured for the selected project.
4. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

Note: To delete an approver role, select the row and click Delete. The row is marked for deletion and is removed when the record is saved.

See Also