As an organization, we encounter many scenarios where process needs to deviate for some reason or another. We work in an industry that is heavily regulated and audited and need to ensure that there is consistency in process flows and approvals.
How does an organization account for variations in approval? Ideally, are there systemic solutions that would be able to identify how the user answered and appropriately send out the correct approval request.
Example Approval Scenario: We have a content development template of tasks. The users need to confirm if there is any environmental benefit language in the marketing copy.
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Hi @MichaelSMN - Would you be able to use task statuses and approvals here? You could have a generic task status for the group that is equivalent to complete saying "No Approval Needed" and then also a task status that says "Approval Needed" and have an approval process on the task that would route the approval to the appropriate team. Maybe you're already doing something similar though?
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Hi @MichaelSMN - Would you be able to use task statuses and approvals here? You could have a generic task status for the group that is equivalent to complete saying "No Approval Needed" and then also a task status that says "Approval Needed" and have an approval process on the task that would route the approval to the appropriate team. Maybe you're already doing something similar though?
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Great idea, thanks!
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