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2.5.14 How to bulk-assign approvers across checklists?

Checklist tab → select multiple checklists → Assign → Assign Approver: RFI approver (if any), Site/Remote type, Internal/External approvers up to 3 levels. Only current changes are updated.

Overview

From a project's Checklist tab you can select several checklists and assign the same approvers to all of them in one action — instead of opening each checklist separately.

🧭 How to use

  1. Open the project → Checklist tab.

  2. Select multiple checklists (tick the ones you want).

  3. Click Assign → Assign Approver — a side drawer opens.

  4. Set the approvers in the drawer:

- RFI approver — shown only if the checklist's RFI is set with an approver. If not, the drawer shows only the inspection-stage approver. - Approval type — Site or Remote. (If you don't set it, it defaults to Remote.) - Approvers, level-wise — set the Internal and External approver for each level, up to 3 levels.

  1. Apply.

❓ FAQ

Why can't I see the RFI approver option?

It appears only if the checklist's RFI is set with an approver. If the RFI has no approver, the drawer shows only the inspection-stage approver.

What happens to approvers I already set on other checklists?

They stay unchanged. A bulk change updates only what you set now — nothing else is touched.

What is the difference between Site and Remote approval?

Site means the approver must be on site and approve from the mobile app. Remote means they can approve from anywhere (web or mobile).

How many approval levels can I set?

Up to 3 levels, and each level can have an internal and an external approver.

Can I still change the approver for one checklist later?

Yes. Open that single checklist and edit its approver the usual way.

💡 Good to know

  • Site vs Remote: Site = the approver must be on site and approve from the mobile app; Remote = approve from anywhere (web or mobile).

  • Internal vs External: set an internal (your organisation) and an external (e.g. client / PMC) approver for each level.

  • The RFI approver appears only when that checklist's RFI uses an approver.

🔗 Related articles

  • 2.5.13 How to bulk-configure multiple checklists?

  • 2.5.11 How to configure or edit a checklist (multiple stages)?

  • 2.5.8 How to add & configure a project (details, radius, time zone & permissions)?

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