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Workflows

Approval Chains That Match How Your Organization Actually Works

Configure multi-step approval workflows for transfers, disposals, and procurement — no code required, no developer needed.

Overview

What workflows cover in the platform

Request, route, review, approve, and close on configurable gates — without custom code.

  1. No-code configuration

    Build multi-step chains that match how your organisation actually decides.

  2. Cross-module gates

    Use the same engine for transfers, disposals, procurement, and more.

  3. Escalation and notify

    Keep requests moving when reviewers are out or deadlines slip.

Approval path

RequestRouteReviewApproveClose

Challenges

What workflow engines solve

01

Approvals live in email

Transfers and disposals stall in inboxes with no clear owner or next step.

02

One chain fits none

Finance needs three gates; ops needs two — and the system only offers one hard-coded path.

03

Escalations are tribal knowledge

When a reviewer is out, the request sits until someone remembers who to ping.

04

Audit asks for the trail

Who approved what, and when, is scattered across tickets and chats.

Capabilities

What workflow engines deliver

Need vendor SLAs and renewals next? Continue to Vendor & Contract Management.

How it works

Five steps, one approval chain

  1. Request
  2. Route
  3. Review
  4. Approve
  5. Close

Outcomes

What teams gain from configurable approvals

Fewer stalled requests

Clear owners and escalations keep transfers and disposals moving.

Policy without code

Change chains when the organisation changes — not when a release ships.

Approvals you can show

Who approved what stays attached to the work that triggered it.

Who it's for

Built for the teams that own the gate

Three roles. One approval engine.

Ops

Ops & facilities

Route transfer and site change approvals without chasing inboxes.

Fin

Finance & procurement

Gate disposals and purchases with the steps your policy requires.

Adm

Platform admins

Configure chains and escalations once — reuse them across modules.

Frequently asked questions

What is a configurable approval workflow?

A configurable approval workflow lets you define multi-step gates — who reviews, in what order, and what happens on delay — without writing custom code for each process.

What can we use approval chains for?

Common uses include asset transfers, disposals, and procurement steps. The same engine can gate other asset processes as your policies require.

How do escalation and notifications work?

You set timeout and escalation rules so stalled requests move to the next reviewer, with notifications when a step opens, stalls, or closes.

How is this different from Audit & Reconciliation?

Workflows & Approvals is the general configurable engine for approval chains across the platform. Audit & Reconciliation owns physical verification cycles and audit-trail evidence — not the workflow builder itself.

Do we need a developer to change a chain?

No. Chains are configured in the product so ops and admins can adjust steps when the organisation changes.

See approval workflows live

Book a short demo.

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