Leverage Seamless Approval Workflow in Advantus

Enhancing accuracy, compliance, and brand consistency

An approval workflow is a structured process used to manage and track the approval of tasks or actions within an organisation.

This workflow ensures that certain tasks or decisions go through predefined stages and are reviewed by designated individuals or groups before it is executed.

Benefits of an approval workflow in Advantus:

• Quality Control: Ensures that all messages are reviewed and meet organisational standards before reaching the audience.
• Compliance: Helps in adhering to legal and regulatory requirements by providing an extra layer of review.
• Consistency: Maintains consistency in messaging and branding across different campaigns.
• Accountability: Clearly defines who is responsible for each stage of the approval process, making it easier to manage and track.

Approval Workflow

The "All Approval" section in Advantus provides you a comprehensive view of all requests which are pending and have been approved. From this widnow, you can easily assess the status of all your request.

flowchart TD;
    A([New Request Created by Maker]) --> B([Request Submitted to Checker]);
    B --> C[Notification Sent to Checker];
    B --> D{{Request Review}};
    D -->|Approve| E[[Execute Task]];
    D -->|Reject| F[[Close Request]];
    E --> G[Notification Sent to Maker]; 
    F --> H[Notification Sent to Maker];

Point to rememeber:
Once a request is rejected by the checker, it cannot be resubmitted; it can only be viewed to understand the reason for rejection. To seek approval for the same task, the maker must create a new request.

Who is a Maker and Checker?
Maker: The user who creates or submits a request or task.
Checker: The user responsible for reviewing, approving, or rejecting the request made by the maker.
Anyone can perform the checker's role when granted the appropriate authority.

The operations for each role are outlined in the Roles and Permissions table.

Use cases

The following are some use cases that can be leveraged in Advantus. However, the owner of the application can customize the approval workflow by assigning the maker and checker roles to team members.

Learn more about approval workflow

View pending request

Check all pending requests submitted by users, easily review and manage them.

View approval history

Review previous requests to see who approved or rejected them, and check any feedback provided.

Types of roles

Create and define role-based access control in your organization.