More Information on Approval Workflow Feature

Managing Maker-Checker Roles

The Maker-Checker structure ensures that no single user can both initiate and approve a task.

Maker Responsibilities:

• Initiate tasks such as user creation, role assignment, or app access requests.
• Provide the necessary details and submit for approval.

Checker Responsibilities:

• Review tasks initiated by the maker.
• Approve or reject tasks based on validation criteria.
• Provide reasons in the comment section for any rejected requests.

Multi-Level Approvals

The system supports workflows with multiple approval levels, enhancing security and oversight.

How to Create Multi-Level Approvals:

• While creating a workflow, add multiple approvers for a single task.
• Example: A user creation request can go to an HR manager first, and then to the IT admin.

Notification System:

• The system will notify each approver when action is required.
• Escalations can be configured if an approver exceeds the SLA.

Role and Permission Management

Assigning Roles:

• Go to the Role Management section in settings.
• Assign users to roles (Maker, Checker) to define who can approve specific workflows.

Permission Settings:

• Define who has the authority to create workflows and who can approve them at each level.

Notifications and Alerts

Stay informed of all workflow actions with real-time notifications.

Notification Triggers:

• Task creation.
• Task approval or rejection..

Notification Channels:

• Email notifications.
• In-system notifications via the side nav