Approvals

Approval is a feature that enables users or groups to approve or reject a task. It is an automated process that an organization uses to approve records in the application. When records are submitted for approval, they are approved by the users in the organization, who are referred as approvers.

It is crucial for an administrator to configure approval for certain tasks in selected modules, to refrain unauthorized users from accessing or modifying critical information, which in turn promotes data security and integrity. Also, it is the responsibility of the administrator to carefully configure every aspect of the approval (that is, approver, actions and so on) before it is enabled for any module in an application.

Overview

In Facilio, approvals can be configured for a particular action, or on a condition where certain criteria are met. A workflow step that is awaiting approval requires the consent of an individual or any member belonging to a particular group or role

Basic Components

This module revolves around the following components: Approval is the act of sharing consent for a task (usually a record, in Facilio)

Managing Approval Processes

An approval is a part of a workflow, which could be a single step or a series of steps that a piece of work must pass to be approved. The steps may typically involve different departments and employees who can review the work and either approve or reject it