Approval Steps

An approval step is a critical part of a business process workflow that requires certain actions, decisions, or documents to be reviewed and formally approved by designated individuals or groups. After approval, the item being approved moves to the next step until the item finishes the approval process and receives final approval. Approval steps are commonly used to ensure accuracy, compliance, and accountability.

An approval step may include:

Define roles and responsibilities. You can set up specific individuals or groups as approvers. Approvers have the authority to review, request changes, or approve items.
Criteria for approval. What needs to be reviewed and approved, for example, financial thresholds, project milestones, or compliance requirements.
Notification and tracking. Automated notifications let approvers know when their approval is needed.
Documentation. The approval step records the decision-making process. This may be helpful for accountability and auditing purposes.
Sequential approvals. Approval steps can be set up sequentially, where each step must be completed in order.

In this section:

How do I add an approval step? (2024.08)

How do I add/remove users from an approval step? (2024.08)

How do I remove an approval step? (2024.08)