Approvals
Hiring, purchases, contracts.Signed off at the right step.
Run requests through fixed steps with a form, and have a manager or a named person sign off before work moves on.
instead of spreadsheets, email chains
Requests that do not get lost in email
Every request, step by step
Each approval lists its items grouped by status. My work shows what is assigned to you and what you asked for.
Start from a template
Pick Hiring, Purchase, Contract, IT Helpdesk, Onboarding or Offboarding, or start blank, then pick the department it belongs to.
Sign-off where it matters
A step can require approval from the manager or a specific person. The item waits there until they approve, and a rejection comes with a reason.
And the small things
- Request forms
- Required questions must be answered before an item moves on.
- Intake
- New requests land in one list and the owner is notified, until someone picks them up.
- Handoffs
- Reaching a step can start a linked item in a second approval.
- Sync with department
- Everyone in the department and its sub-departments joins as a member.
- Withdraw a request
- The requester can pull a request back while it is still waiting.
- Your own steps
- Rename and reorder the steps of each approval without touching the others.
Questions
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