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Banza Approval Mechanism for Creatio

Universal mechanism for managing approval processes in a company
    Description
    Product description

    Approval mechanism for Creatio is an advanced approval management solution integrated with Creatio. It allows users to set up configurable approval stages and choose different approvers based on specific needs, enhancing the efficiency and effectiveness of organizational approval processes. With features like flexible approval methods, escalation notifications, and efficient rejection handling, it ensures timely and organized decision-making.

    Use cases:

    • Financial Approvals: Streamline approvals for budgets, expenses, and purchase orders.
    • HR Approvals: Manage recruitment, promotions, and employee request approvals.
    • Project Management: Facilitate approvals for milestones, changes, and deliverables.
    • Legal and Compliance: Handle contract and legal document approvals to ensure regulatory compliance.
    • Operational Approvals: Streamline maintenance requests, IT changes, and procurement approvals.

    Key features:

    • Configurable Approval Stages: Create multiple stages for structured and hierarchical reviews.
    • Flexible Approval Methods: Choose between requiring approval from all designated approvers or any one of them.
    • Personalized Approver Selection: Assign specific individuals or roles as approvers for each approval stage.
    • Escalation Notifications: Receive alerts for pending approvals to ensure prompt action.
    • Rejection Handling: Manage rejections efficiently with options for re-submission or further action.

    Notes:

    • Replaces the basic functionality of Approvals in Creatio
    • Approval Route uses the Notification Master product for sending notifications. By default, it is allowed to create notifications for Approval Escalation and Approval Stage objects. To use Notification Master for other sections, additional licenses must be purchased.
    Languages
    Price
    $ 8.800
    / year
    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions
    Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
    Support contacts
    Email
    supportmpl@banzait.com
    Product compatibility
    Product
    All products on Creatio platform
    UI Framework
    Classic UI
    Freedom UI
    Version
    8.1.3 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Core (deprecated from 8.0.9)
    .NET Framework
    Deployment options
    Cloud
    On-site
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals
    1. Set up the section approval. Navigate to the[Approval route setup] section > Click on [Add new route] > Configure the necessary conditions.
    2. Add a stage to the route. Go to the [Stages] detail > Click on [Add new] > Select the agents responsible for approvals.
    3. Start the approval route. Open the section record > Click on [Approvals] button > Click on the [Start route] button > Choose the desired route to start.
    4. Acceptance into work. Open a section entry > Open the [Approvals] modal window > Select the required entry > Perform the [Take to work] action.
    5. Actions related to the approval. Open a section entry > Go to the [Approvals] modal window > Select the required entry > Choose the appropriate action: Approve/Reject/Delegate.
    Perform the setup according to the instructions below.
    What's new?
    Version 1.0.11
    Initial release
    Developed by