Approval Workflow Guides
Map approval gates, responsible roles, exceptions and records across finance, procurement and document control.
Approval Workflow Guides in this category
- How to create an approval workflow — How to design an approval workflow: decide what each gate is really deciding, set thresholds from your delegation of authority, route rejections somewhere, and record who approved what.
- How to create a procurement process — How to design a procurement process from need to contract: set the make-or-buy and sourcing routes, define when a tender is required, and put the single-source justification in writing.
- How to create a purchase order process — How to design a purchase order process: separate requisition from order, put the budget check before the commitment, set thresholds from your delegation of authority, and define match tolerances.
- How to create a change control process — How to design a change control process: define your change categories, keep the pre-approved list short, require a rollback plan, and draw the emergency route rather than pretending it does not exist.
- How to map an approval process — How to map an approval process so the map is worth opening: where the authority limit sits, what a refusal actually does to the request, and who decides when the approver is away.
- How to create a document approval workflow — How to build a document approval workflow that routes before it signs: classify the change, let the document type set its reviewers, and give an editorial revision a route that skips review.
- How to create an invoice approval workflow — How to build an invoice approval workflow around the three-way match: the ways three documents disagree, the different row each correction re-enters at, and lanes that keep duties apart.
- Create an Approval Workflow from Excel — Build an expense-approval workflow from a spreadsheet with policy checks, manager approval, finance review, returns and final outcomes.
- How to map a review and resubmit loop — How to map a review and resubmit loop: the comments-and-resubmit pattern behind permits, submittals, RFIs and punch lists, with a cap and escalation. Live building permit example.