×

Archives

  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • September 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • August 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • January 2013
  • December 2012
  • October 2012

Categories

  • Bots & AI
  • Business Applications
  • Industry Solutions
  • InfoPath Replacement
  • Microsoft Teams Integration
  • News & Press Releases
  • NITRO Studio
  • Remote Workforce
  • Security Management
  • Uncategorized

HOW TO SHOP

1 Login or create new account.
2 Review your order.
3 Payment & FREE shipment

If you still have problems, please let us know, by sending an email to support@website.com . Thank you!

SHOWROOM HOURS

Mon-Fri 9:00AM - 6:00AM
Sat - 9:00AM-5:00PM
Sundays by appointment only!
Questions? Email us at sales@crowcanyon.com
  • +1 (925) 478-3110

Crow Canyon SoftwareCrow Canyon Software

Crow Canyon Software

No-Code Business Process Automation for Microsoft 365, Teams, & SharePoint!

Call: +1 (925) 478-3110
Email: sales@crowcanyon.com

Crow Canyon Software
Offices in Benicia, CA & Wakefield, RI

  • HOME
    • ARIES HOMEPAGE
    • HOMEPAGE 4
    • ATHOS ONE-PAGENEW
  • Portfolio
  • HERO
  • FEATURES
    • BLOG
    • BLOG STYLE #2
    • s
    • s
    • CUSTOM SUBHEADERS
      • Sep
  • PAGES
    • THE COMPANY
      • ABOUT US
    • WORK & STORIES
    • DYNAMICS
      • F.A.Q.
    • SYSTEM
      • 404 PAGE
Free Demo
  • Home
  • Blog
  • Industry Solutions
  • Approvals: Critical Component of Many Business Process Workflows

Approvals: Critical Component of Many Business Process Workflows

by crowcanyon / Thursday, September 30, 2021 / Published in Industry Solutions
Business Process Workflows- Approvals

With approvals being a critical factor in many business process workflows, a forms and workflow solution must be able to handle both simple and complex approval processes with ease. 

Crow Canyon’s NITRO Studio, built for Microsoft Office 365, Teams, and SharePoint, provides robust approval capabilities that meet the needs of business process automation. Whether for approval to make a purchase, grant access, take leave, accept the terms of a contract, or any other business need, NITRO workflows and actions are easily configured to manage the approval process from initiation through to completion. 

Types of Approval Workflows 

Approval processes can be built in many different ways, based on the requirements of the workflow. These include: 

  • Lazy Approval 
  • One-Person Approval 
  • Multi-Person Approval 
  • Serial Approval 
  • Parallel Approval 

Lazy Approval 

With Lazy Approval (also known as “auto-approval”), the person making the request is also authorized to approve it. This could be a VP looking to purchase items below a certain cost or an IT Manager approving a new project.  

NITRO Studio can be configured to recognize when the requester is authorized to approve a certain type of request and then enact the approval process when the request is submitted. 

The main purpose of lazy approval is to get a record of who created and approved the request so that everyone knows it is properly authorized. After creation, it moves right into the assignment and fulfillment phases. 

One-Person Approval 

One-Person Approval is a simple and common part of many workflows. Someone makes the request and one person, usually the person’s manager or department head, reviews it and decides whether to approve it or not. The decision can be “approve”, “deny/reject”, or “send back for more information”. 

NITRO Studio can read the requester’s manager from Active Director or the SharePoint User Profile and auto-fill the field on the request. If the approver is not the manager, NITRO can look up the approver from a SharePoint list or other source that correlates the request with an approver — such as “for access to SQL Database XYZ, the person who can approve access is the IT Manager”. NITRO Forms can also offer the option to manually enter the approver’s information. 

The approver is notified by email or text (or in Microsoft Teams if that is in use) and can then register his or her decision. The requester is immediately notified. If approved, the request can be automatically moved to its next step using NITRO workflows. This could such actions as if a leave request was approved, inform HR, or if a purchase was approved, send the info to the purchasing department. 

Multi-Person Approval 

Multi-Person Approval involves several individuals or groups as well as different levels of approval. A number of criteria can be used to determine who needs to approve the request and what levels the approval must go through.  

Every request, ticket, issue, etc., that needs approval has factors in it that can be used to decide how to route it. These depend on the type of request and can include cost, location, who is making the request, timing, etc. 

It might be that purchases under $5000 go through one level of approval, those under $10,000 require two levels, and an amount above that require three levels. Or a request originating at a branch location may go through a different number of levels than one started in HQ. There can be any number of variations of the approval process, and NITRO Studio is designed to handle all of these. 

At each level, there can be on or more people who need to approve, and this can be set up in these ways: 

  1. One of the people approves equals approval;
  2. Some percentage or number of the people must approve; 
  3. All of the people must approve.

If approved at one level, the request moves to the next level until it passes all levels. 

Serial versus Parallel Approval 

In Serial Approval, a request goes from one person to another to another. This is like multiple approval levels, but it could be that even within one level, the request needs more than one approval and the approvals need to be done in sequence.  

Let’s say the request goes from the Team Lead, to the Manager, to the VP — all those are required for the approval, but they happen in sequence. If anyone in the chain denies it, it is not approved. This saves the VP from getting requests that the Team Lead or the Manager turned down. 

With Parallel Approval, the request goes to everyone at the same level at the same time. Anyone can respond, and depending on the criteria for approval (one, some, all), it moves on from there to the next level or to the final stage. 

What if the Approval Process Stalls? 

Another concern is when an approver does not act. For this, NITRO Studio can send alerts and notifications and, if the person does not respond in time, other actions can be taken, such as escalate it up to someone else or return to user as not approved due to no response from approver. 

Whatever the approval process is, NITRO Studio can handle it 

NITRO Studio’s forms, workflows, and custom actions act together to securely manage the approval process, whether simple or complex. NITRO Email Manager and SMS Texting work to keep everyone informed. And, if you are using Microsoft Teams, our NITRO Bot can be used to create the request, send it to the approvers who can then approve or reject it via Microsoft Teams.  

With all the components of NITRO working in conjunction, you can manage the critical approval processes required in many business workflows with ease and confidence. 

_____________________________ 

Ready to give NITRO Studio a try? Contact us at sales@crowcanyon.com 

  • Tweet

What you can read next

SharePoint 2010 Workflows – Microsoft Announces “The End Is Near!”
Five Areas That Power Up Your Support Desk
Creating a Survey in Office 365 Using Microsoft Forms

Categories

  • Bots & AI
  • Business Applications
  • Industry Solutions
  • InfoPath Replacement
  • Microsoft Teams Integration
  • News & Press Releases
  • NITRO Studio
  • Remote Workforce
  • Security Management
  • Uncategorized

Recent Posts

  • PR: NITRO Studio Brings Business Process Automation to Microsoft 365 GCC High Users

  • Working from Home

    Crow Canyon Software Reacts to Capital’s Major Investment in Nintex

  • PR: Crow Canyon Software Awarded GSA Schedule 70 MAS Contract

  • Crow Canyon Software reacts to TPG Capital’s Major Investment in Nintex

  • Email: Still the Workhorse for Communication in Business Applications

Crow Canyon Software Logo

Crow Canyon builds upon your existing collaboration platforms in Office 365 and SharePoint to give your staff the tools they need to drive business process automation. Pick and choose the best solution for your organization.

  • Business Applications
  • Company Overview
  • NITRO Studio
  • Partners & Resellers
  • Solutions
  • Newsroom
  • Services
  • Purchase
  • Resources
  • Careers
  • Support
  • Request a Demo

Questions? Contact Us!

+1 (925) 478-3110
Email: sales@crowcanyon.com

Crow Canyon Systems, Inc.
Offices in Benecia, CA & Wakefield, RI

  • GET SOCIAL

© 2021 Crow Canyon Systems, Inc. All rights reserved. Privacy Policy | Disclosure Agreement | Cookie Policy

TOP