Before you redesign an approval
Check readiness, authority and exception routes before adding a field or another approver.
Read the guideChecks you can use when an approval stalls, reports disagree or an application transfer fails. The notes cover what to inspect and what to record before changing the process.
Check readiness, authority and exception routes before adding a field or another approver.
Read the guideReconcile records, dates and definitions before deciding which total to use.
Read the guideA practical checklist for the records, decisions and access the receiving team needs.
Read the guideDefine how to identify accepted records, repeat a transfer safely and stop when its outcome is uncertain.
Read the guideCompare keeping, reconfiguring, connecting or replacing an application against the same operational requirement.
Read the guideRecord what each blocked item needs and who can take the next action.
Read the guide