<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/marketing-reviews -->

# Reviewing Materials

Every marketing material needs to be reviewed before it can be distributed (one-off) or marked as in use (ongoing). The review process uses a checklist to ensure your materials meet your organisation's standards.

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## Completing a Review

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Open the material from [**Marketing & Information**](https://app.rtosafe.com.au/MarketingMaterials) and select **Review**

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Work through the checklist, marking each item as **Yes**, **No**, or **N/A**

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Select your review outcome — **Approved** or **Rejected**

You can only approve if all checklist items are marked Yes or N/A. If any item is No, you must reject.

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Add any notes if needed and select **Submit Review**

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## What Happens After the Review

**If approved:**

* One-off materials can now be distributed — select **Record Distribution** when you've sent them
* Ongoing materials can be marked as in use — select **Mark In Use** to make them live

**If rejected:**

* The material stays in draft so you can upload a corrected version
* For ongoing materials that are already in use, rejecting flags them for immediate withdrawal

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If you reject a material that's currently in use, you'll need to either withdraw it or upload a corrected version straight away.

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## Customising the Review Checklist

RTOSafe provides a default checklist covering common checks — things like correct use of the NRT logo, accurate course information, and honest marketing claims. Review these defaults and adjust them to match your organisation's requirements.

To customise the checklist:

1. Go to **RTO Settings** and select **Marketing & Information Checklist**
2. Edit existing items to match your terminology and processes
3. Add items specific to your organisation
4. Remove items that don't apply to you
5. Drag items to reorder them

Changes apply to all future reviews. Previous reviews keep the checklist items as they were at the time.