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First, a checklist template is created in draft mode. The person who last edited the checklist is the publisher.
Publisher opens the context menu → "Publish" button is disabled". Assign the checklist template to another person with the "Assign for audit" button active.
Checklist status new: "in auditing".
The assigned team member receives a notification that a new checklist template is to be reviewed. Clicking on the notification opens the overview of all checklist templates to be checked. It is also possible to filter "in publishing by".
After the checklist has been checked, the context menu in the overview can be used to select "Assign for publishment" and to specify a person who is to perform the final check (Auditor / Publisher).
The assigned team member receives a notification that a checklist template is to be reviewed for release. Clicking on the notification opens the overview of all checklist templates to be checked.
The Publisher can now perform the final check of the template and publish it as usual via the context menu.
Export and import of data
Inserting data is possible either directly in Testify by manual creation or by export/import. For more on export/import: Administering Testify
Example: Audit checklist templates
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