Build Your Own Approval Center

Overview

The Approval Manager is a comprehensive solution designed to help organizations automate and manage all kinds of approvals. System allows to quickly & easily create custom approval forms with customizable fields and approval path.

Approval Workflow

The Approval Manager workflow contains four states: Draft, Pending Approval, Approved and Rejected.
Please see below step by step guide to completing the approval process.



1. A user creates a new approval request.
2. The user submits the request for approval ("Send to approve" button).
3. Before request is approved by an approver, the user can make changes to the request form.
4. The approver(s) receives an email notification of the request.
5. The approver(s) approves or declines the approval request.
6. The user receives an email notification of request status (approved or rejected).
7. If the approver(s) approves the request, the process is completed.
8. If the approver(s) rejects the request, the user must edit and resubmit the request, until the approver(s) gives final approval.

Integrations

When you enable integration module, requests are automatically exported to native SharePoint list, enabling to leverage the full potential of SharePoint. Sharepoint list can be integrated with many systems by using Microsoft Flow, used as data source for Power BI (reporting services) or displayed on different site via Web Part. Click here for more information.

integrations

Actions available to system users

Actions available to regular employees: 
• Submit new requests
• View and print own requests
• Edit own requests (except requests in Approved status)
• Approve or reject requests waiting for approval (if employee was chosen as approver)*

Actions available to managers:
All actions of regular employees plus:
• Create own approval template (via My Approval Templates)
• Access to all requests created from own approval templates (via My Requests Reports
• Edit approved requests (created from own approval templates)
• Grant permission to own approval templates for other managers 

Actions available to administrators:
All actions of regular employees plus:
• Access to all requests and approval templates
• Edit all approved requests 
• Customize system settings
• Define request categories
• Assign user roles

* - depends on system settings

Quick steps to start using Approval Manager

As Administrator:
1. Configure display settings (section Administration->Settings)
2. Assign user roles: Manager and Administrator (section Administration->User Roles ). There is no need to assign regular User role, because this role is given by default -every user with access to the Sharepoint parent site (where the app is installed) also has access to this app as regular user.
3. Create or edit approval categories (section Administration->Approval Categories )
4. Create or edit approval templates (section Administration->Approval Templates)
General Info tab 
Custom fields tab 

As Regular User:
1. Click "Create new" tile on the main page and submit request.

If you need help with configuration, please watch video guide

Support

If you have any question or issues, please email us at apps@ivero.net

Please read the Technical Troubleshooting FAQ before sending email with an technical question.