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Approval Processes

Configure and manage approval workflows.

Approval Types​

Single Approval​

  • One approver required
  • Simple process
  • Quick turnaround

Multi-Level Approval​

  • Multiple approvers
  • Sequential approval
  • Hierarchical

Parallel Approval​

  • Multiple approvers
  • Simultaneous approval
  • Faster process

Approval Workflow​

Request Submission​

  1. Submit request
  2. System routes to approver
  3. Approver notified
  4. Approver reviews
  5. Approve or reject

Approval Process​

  • Review request
  • Check conditions
  • Make decision
  • Add comments
  • Submit decision

Configuration​

Approval Rules​

  • Who can approve
  • Approval order
  • Time limits
  • Escalation rules

Notifications​

  • Request submitted
  • Approval required
  • Approved/rejected
  • Escalation

Best Practices​

  1. Clear Rules: Define clear approval rules
  2. Time Limits: Set approval time limits
  3. Escalation: Configure escalation
  4. Notifications: Ensure proper notifications
  5. Documentation: Document approval process