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Add the ability for multi‐tier review and selective “finalization” permissions in Checklist Workflow.

We use the Checklist feature for critical documentation—incident reports, terminations, accidents, and employee write‐ups—across multiple departments (Dirt, Concrete, Asphalt). Each department has its own project manager, so there isn’t a single overall job PM. Currently, once a checklist is submitted, it cannot be edited; this forces us to hold off on submission and rely on email sign‐offs before finalizing in the portal and manually adding to Viewpoint.

What we need:

  • Multiple tiers of review. A workflow where checklists can be routed sequentially or in parallel to department heads/project managers for their sign‐off or feedback.

  • Selective permissions on finalization. The ability to designate which roles can submit or finalize a checklist. For instance, a Manager or designated Admin might have rights to finalize a checklist only after all reviewers have signed off.

  • Revisions before final submission. The ability to make small corrections or updates to a checklist after it’s been initially routed but before it’s “locked” or finalized.

Why it’s useful & who benefits:

  • Improved accuracy & compliance – Ensures every department or stakeholder can review and correct details on incident reports and write‐ups before they become permanent records.

  • Saves time & reduces manual steps – Eliminates the need for separate email sign‐offs and duplicate data entry.

  • Clear accountability – Keeps a clear audit trail of who has reviewed, commented, and approved, especially when responsibilities are split across multiple departments.

  • Nate
  • Mar 25 2025
Company Hunter Industries LTD
I need it... Yesterday...Come on already
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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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