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Approval workflows that leave a trail

Purchase requests, time off, discounts, and anything else that needs a yes. Routed to the person who decides and recorded where you can find it later.

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Para
Finance leadOperations managerDepartment head
Construído com
DatabaseEnd-user authRolesAccess rulesConnections
Aprovações e pedidos, ecrã de exemplo

Approval means an email thread and a hope.

A request goes out as an email and then it is gone. Nobody knows whether it is waiting on finance or on a manager who is on leave. The invoice waits on a signature nobody can find, so someone forwards the thread again with a question mark. When a director asks who approved the spend, the answer lives in three mailboxes.

Every request is a row with a status.

Appvise builds a request form, a queue for approvers, and a status on every row. The person who raised it can see where it sits without asking. The approver opens one list of what is waiting on them, and roles make sure that list is theirs rather than everyone. Each decision is written onto the record with who decided and when.

What gets built

A request form with the fields your policy actually needs
A queue showing only what is waiting on the person looking
Approve and reject actions that write the decision to the row
A status on every request, visible to whoever raised it
Roles for requester, approver, and finance
An email to the approver at the moment a request is submitted

Perguntas

How soon can people start submitting requests?

Describe the form and the stages and you have a working queue the same day. Publish it on a URL with HTTPS, give the people who raise and approve an account, and refine the fields once real requests are coming through.

Can one request need two approvals?

Yes, if you describe it that way. The usual shape is a status that moves through stages with an approver recorded per stage, so the request is only done once both decisions exist. Sketch the rule in plain words first, because it is much easier to change than to guess.

What gets recorded when someone approves?

The decision lands on the request itself, with the account that made it and the time it happened. Open that request months later and it still says who said yes, without anyone searching a mailbox.

Casos de uso

Construa a ferramenta interna que anda para construir.

Descreva-a em linguagem simples e veja-a ficar ativa, com a sua base de dados, os seus utilizadores e o seu domínio.

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