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Approval Lists

An approval list is a structured checklist of the documents and evidence required for a project's certification. Each item in the list represents a specific requirement that the applicant needs to satisfy.

Approval List Items

Each item in an approval list has:

PropertyDescription
Item numberA sequential number for ordering and reference
DescriptionA clear explanation of what document or evidence is required
StatusThe current review state (see Status Workflows)
TypeCategorisation of the item (optional)
DocumentsFiles uploaded against this item
CommentsDiscussion thread between the approver and applicant
Document checksAI-powered verification rules (see Document Checks)

Creating an Approval List

Approval lists can be created in several ways during the project wizard:

From a Template

Select from your template library to instantly populate the approval list with pre-configured items, including any associated document checks and reference documents. This is the fastest way to set up a new project when you have a standardised set of requirements.

Copy from a Previous Project

Duplicate the approval list from an existing project. This copies items and their configuration but not the submitted documents — giving you a clean starting point based on past work.

AI Extraction from PDF

Upload a document (such as a consent conditions letter or a specification) and AI will extract individual approval items from the text. You can provide custom instructions to guide the extraction — for example, "Extract each condition as a separate item" or "Focus on documentation requirements only."

Manual Entry

Add items one at a time, writing your own descriptions. This gives you full control over the approval list structure.

Managing Items

Once a project is active, the approver can:

  • Reorder items — drag and drop to change the sequence
  • Edit descriptions — update item text as requirements evolve
  • Add new items — append additional requirements to the list
  • Remove items — delete items that are no longer needed
  • Change status — move items through the review workflow

See Managing Approval Lists for detailed instructions.

Item Descriptions

Item descriptions support rich text and can include:

  • Detailed explanations of what is required
  • References to relevant standards or regulations
  • Links to example documents
  • Specific formatting or content requirements

When items are created from templates, descriptions can be composed from multiple sources — the base template item description plus any list-specific descriptions from the template membership.

Review Sequence

Items can be assigned a review sequence number, allowing approvers to indicate a preferred order for document submission and review. This helps applicants prioritise which items to address first.