We also offer a number of sample checklists that you can install and customize for your own use. You'll find these in the Sample Library, under Sample Checklists with Workflow. For many of these, once you install it, the system will prompt you to provide the names of users who should be involved in the workflow.

Leave Request
Use this form to request vacation or personal time-off for other reasons. Click the first checklist entry and fill out the form. You will then have to wait until it is approved. You will be notified by email and can check back on this page to monitor the status.

Invoices
3 stage checklist workflow for recording information when an invoice is created, when it is sent, and when the invoice has been paid.

New Customers
Checklist form for recording new customer information.

Employee Onboarding
Onboarding checklist workflow for recording new employee information along with multiple approval stages pre-assigned to placeholder users.

Vendors
Checklist workflow for recording new vendor information with an approval process on the 2nd stage of the checklist, assigned to the checklist originator's manager (this can be changed prior to publishing on your site).

Business Travel Authorization
Request and approval checklist workflow for authorizing business travel & expenses, with the approval assigned to the originator's manager (this can be changed prior to publishing on your site).

General Inspection
An inspection checklist with an approval workflow assigned to an Asset Supervisor.

Purchase Request
Purchase request workflow with an approval process. The approver is assigned to the originator's manager in the 2nd stage of the checklist (this can be edited prior to publishing on your site).

Staff Opening
HR related checklist workflow for posting job openings and recording when they are filled.

Dept Transfer/Promotion Request
HR related checklist workflow for dept. transfer or promotion requests with an approval. 2nd stage of the checklist is assigned to the originator's manager for approval (this can be edited prior to publishing on your site).

Overtime Authorization
Request and approval workflow for authorizing overtime. The approval stage of the checklist is assigned to the originator's manager (this can be edited prior to publishing on your site).

Applicant Interview
Checklist workflow for keeping track of applicant interviews and recording interview information. 

Service Request
A three stage service request workflow where a user makes a request on the first stage, which gets assigned to the user's manager (this can be edited prior to publishing on your site) to approve & choose a staff member to complete the service request on the second stage, and then finally the chosen staff member is assigned the third stage of the checklist to mark as complete.

Change Request
A change request & risk assessment checklist for recording work intended to be carried out on a selected asset, with an approval workflow assigned to the Asset Supervisor. The assigned asset supervisor user will be based on the asset selected in the first checklist item and Asset Supervisors are set per asset in the Asset tab. (The checklist item 'Change Request Approval' can be configured to assign to a different type of user prior to publishing on your site.)

Asset Booking Reservations
A reservation checklist workflow for booking assets with an approval workflow assigned to an Asset Supervisor. The assigned asset supervisor user will be based on the asset selected in the first checklist item and Asset Supervisors are set per asset in the Asset tab. (The checklist item 'Reservation Approval' can be configured to assign to a different type of user prior to publishing on your site.)

Visitor Management
Visitor management checklist workflow for recording expected visitors to a facility, tracking when they have arrived, and then tracking when they have left.