Skip to main content

Checklists

Last updated on: 2026-05-26  |  Updated by: MAGNI Docs Team

Overview​

This section provides a comprehensive suite of tools for managing all aspects of process checklists within the Magni platform. From initial creation and detailed configuration to tracking submissions and ensuring compliance, administrators and users have the resources to streamline operational workflows.

Here, you can define checklist structures, set up automated alerts and reminders, control user authorization, and manage issues flagged during execution. It also offers robust features for reviewing submission details, tracking revisions, and organizing checklists with a flexible tagging system, ensuring efficient and compliant process management.

  • Process Checklist Setting — Alerts: Configure automated email notifications for specific checklist events, such as submissions or non-conformance issues.
  • Process Checklist Setting — Authorization: Control access to specific checklists by restricting them to authorized individuals and enabling draft sharing.
  • Process Checklist — Detail: Create, view, and edit the structure of process checklists, including sections, questions, answers, and metadata.
  • Process Checklist — Edit: Modify existing process checklists by updating general information, organizing sections, defining questions, and managing labels.
  • Process Checklist Setting — Issues Tracker: Configure and manage the Issues Tracker feature for a checklist, designating Issues Owners to resolve flagged problems.
  • Process Checklist Setting — Reminders: Schedule automated reminder notifications for process checklists to ensure timely completion by assigned users.
  • Process Checklist Submission — Detail: View detailed answers, metadata, and compliance outcomes for a single completed checklist submission.
  • Process Checklist Submissions — List: Track and analyze all completed submissions for a specific process checklist, with options to filter and search.
  • Process Checklist — Revisions: View the complete version history of a process checklist, track changes, and restore previous versions.
  • Process Checklist Setting — Tagging: Assign and manage organizational tags for process checklists to categorize, filter, and organize content.
  • Process Checklists — List: Access, view, and manage all operational checklists, including creating new ones, organizing them, and monitoring their status.
  • Checklist Submission — Authorised: Complete, manage, and submit internal process checklists, including recording compliance data and managing draft submissions.
  • Checklist Submission — Public: Complete, manage, and submit public process checklists, including recording compliance data and managing draft submissions.