Approval Processes

An approval process is a series of steps and procedures used in an organization to review, validate, and authorize actions, decisions, or documents before they can proceed to the next stage or be finalized. This process ensures that decisions are made according to established policies, standards, and regulations, and helps maintain control, accountability, and quality in the organization.

Key elements of an approval process include:

Initiation. The process begins with a request or action that needs approval.
Submission. The initiator submits the request for approval and provides all of the documentation required for the decision-making process.
Review. The request is reviewed by one or more designated approvers who evaluate the information, check for compliance with policies, and verify accuracy and completeness.
Approval or rejection. Approvers can either approve, reject, or request additional information or modifications. The decision is documented and communicated to the initiator.
Tracking and notification. This process can be set up to include mechanisms for tracking the status of the request and notifiying relevant stakeholders of the approval decision. You can send automated notifications to the approver and requester.
Documentation. All steps, decisions, and comments are documnted for accountability and future reference. There will be a clear audit trail that can be reviewed.
Finalization. Once approved, the request proceeds to the next stage, which could be implementation or further processing. If rejected, the request may be revised and resubmitted or terminated.

In this section:

How do I add an approval group? (2024.08)

How do I manage users in an approval group? (2024.08)

How do I delete an approval group? (2024.08)