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.