Template approval process

Task Lists: It can be helpful to build task assignment into the approval process, allowing each employee to clearly see their responsibilities, and informing management of resource allocation. Software Systems That Support Creating Approval Processes There are a variety of software tools that you can use to design and build custom approval processes and workflows using the elements defined in the previous section.

Regardless of which system you choose, look for a program that supports the following functionality note that some of these items are named differently in certain products, so make sure you understand the utility of the feature : Create Discrete Steps: An approval process is only effective if there are clear, defined, and repeatable steps. Choose a program that allows you to write discrete steps that users can easily follow and repeat an infinite number of times.

Customization: Although built-in workflows can help you get started, you may want to retain some flexibility. Edit Capabilities: Once you build your workflow and start using it, you might need to make changes to the procedures you initially put in place.

Systems that allow editing will save of time. Mobile Features: Solutions that offer mobile capabilities enable your team to submit work, receive notifications, make requests, and approve work from their phone or tablet. Some programs offer signature collection so that you can verify approvals. Feedback Collection: Perhaps you want to create a workflow that elicits feedback, rather than approves work. In this case, look for a program with qualitative collection capabilities.

This might be a template option within a larger system as in Sharepoint, for example. Notification Templates: You might also want to send notifications in a specific way, such as an in-app notification, email, or push notification on another device.

If you want to control the way a user receives notifications, choose a platform with this function. How to Design an Approval Process To create an approval process, first map out all the steps.

There are a number of questions that can guide your structural design: How should requests be submitted? What documentation should you include? Decide if any supporting documentation must be part of the original submission, or if editors and approvers need to send documentation along with their approval or rejection. If so, make sure the software platform can support document storage.

How many steps are there, and what are they? The decisions made at this point are the meat of your design process. Here you create the pathways from initial submission to final approval or rejection. For each stage, define the criteria that must be met for a submission to move to the next stage. Who approves each step? Identify approvers for each stage of the approval process. Who should edit submissions, and at which steps? If your process requires edits at certain stages, who will edit the submission for example, it could be the original submitter, a designated editor, or the approver?

Deciding who is responsible for editing may change your sequencing. Under what criteria should requests be automatically approved or rejected? There might be instances where an automatic approval or rejection is permissible. Click the required approval template name link. Edit the template details as explained in the create an approval process template section. Customization options for default templates. You can customise only the default approval process templates listed below and the listed options.

All details except for Completion of Request option, which must be set to Manual. All details except Analysis Options which must stay unchecked. All details except Analysis Options , that must stay unchecked. To modify an existing approval process template, Click the name link of the template to be edited.

Click Save. To delete an approval process template: Select the check box next to the template that is to be deleted. Click the Delete icon. Default templates shipped with the application cannot be deleted. To manually disable approval process templates, Click the icon Enabled next to the template to be disabled.

Default templates shipped with the application cannot be disabled. To enable a disabled approval process template: Click the Disabled icon to enable a template. Alternatively, browse and select the required connection and click OK. The selected connection appears in the Connection field. Note: In case of secured connections, users signed into IRC will be able to view and use only those connections that they have access to. Default Approver. Select a default approver to process the request in case the request approver is not available.

Multiple default approvers may be selected. To select a default approver, type in a part of the approver's name in the autosuggest text box. All the names matching the search criteria are displayed. Select the required approver. Alternatively, browse and select the required approver and click OK. Created by. The Options panel contains a list of pre-set approval options that may be modified.

Modification is possible only if the check-box override this option is selected on the Access Management section on the Configuration page. Not all the options listed in the Approval Options are available for modification. The following options are available:. An approval stage is a stage in the request workflow. A request moves from one stage to the next only when it meets the approval conditions at the current stage.

When you create an approval process template, you can define one or more stages. The Completion of Request option setting in the Options panel of the Process Details tab determines how many approval stages are created.

If the Completion of Request option is set to Automatic , only one stage is created by default. If the Completion of Request option is set to Manual , two stages are created by default — the Primary Approval stage and the Manual Request Execution stage.

The Manual Request Execution stage is the last stage in an approval process and cannot be deleted or modified. Any additional stages that you include are added before this stage. The approvers list in the manual completion stage is empty by default and you need to add approvers at this stage. On the Approval Stages tab you can:. Add a new approval stage. Click Add Stage on the Approval Stages tab.

The system displays Approval Stages panel. Receive meetings requests online. Use customizable autoresponder emails to approve or deny requests.

Easy to set up in just a few clicks. Manage partnership applications for your company. Add approvers, emails, conditional logic, and more. No coding required.

Track nominations for your awards program. Great for students, employees, and more! Automated approval flow template. Assign approvers via email. Your account is limited to forms.

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