A well-designed approval workflow clarifies roles, improves data quality, and helps teams focus on their work. It also reduces processing delays and cost.
An approval process can include submission receipts, multiple rounds of drafts and edits, content approval, and publication. It may also involve a formal signature collection process for sensitive documents or information. In some cases, approval processes need to be formally documented and approved by an entire department or company.
In these cases, an approval workflow becomes even more important to avoid bottlenecks and ensure that everyone is on the same page. An approval purchase workflow establishes a hierarchy, makes the process clearer for employees to understand, and allows employees to multitask without worrying about whether their next step has been taken care of.
To create an approval workflow, navigate to Account & Settings > Approval Workflows. You can either start from scratch or select a pre-built template. Once you have selected a template, you can customize it by changing the name and selecting a step type from the list. You can also add additional users to a step by clicking Add Approver and selecting a user from the dropdown. If you want a person to be an Approver or FYI Only, select the appropriate option.
When you’re ready to publish automate approval workflow, click Save. Once it’s saved, you can start using it for the steps in your approval process. If you ever need to modify your workflow, you can do so by selecting the template from the list and clicking Modify Workflow.
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