In this guide, we’ll cover how to set up and manage approval flows in Formalize.
Overview
Approval Flows in Formalize allow you to create custom multi-step approval processes, where each step is assigned to a specific approver. These flows help ensure accountability and control over critical actions like completing tasks, publishing policies, reviewing suppliers or risks.
How to set up an Approval Flow
In the video below, we walk you through a high-level overview of how to create an approval flow in Formalize, including:
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Defining each approval step
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Assigning responsible approvers
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Structuring the flow to fit your internal processes
The Approver’s point of view
Once assigned, approvers will receive a notification by email prompting them to review and take action. They’ll be able to see the context of the approval and either approve or reject the step.
Where Approval Flows can be used
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Policies – Learn how to associate approval flows in the Policies article.
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Tasks (completion) – Learn how to link approval flows to task completion in the Tasks article.
- Suppliers
- Risks
by Lea Vietze, Customer Success Manager
We hope this article was helpful and that you now have a clear understanding of how to work with the Tasks module in Formalize!If you need additional support, please feel free to schedule a meeting with our Customer Success team, here.
For a platform overview and commercial details, you can book a meeting with Kristoffer, from our Sales team, here.
Otherwise you are of course always welcome to reach out by email contact@formalize.com.
