System access approval process
Hello,
We are looking for a the automated approval system for our business.
I hope this is something we could do with Wrike.
We would like to create the new starters and system access amendment forms that would include tick boxes and drop down list.
The process would look as follows:
- Employee completes the amendment form and this goes to the Line Manager for approval
- If Line Manager rejects the form, the applicant has the ability to edit and resubmit it
- Once the form gets approved by Line Manager it gets passed over to the Managing Director for the authorisation.
- If MD rejects the form, the applicant has the ability to edit and resubmit it
- Approved forms are automatically saved to the log so we can keep the record of them
- Specific forms/templates are assigned to users by department
- Users receive ‘approved’ and ‘waiting for approval’ emails
Does is require a 'Regular User' licence for every employee that needs to complete, submit or approve the form?
Regards,
Adam
Hi Adam,
Are you using a request form for your amendment or is it an attachment within the task? If you use a request form you can have check boxes, drop down lists that would then create a task. You can even have these fill into a custom user field that you could then pull into reports. Super awesome feature.
Have you looked at setting up custom Workflows? You can have a user automatically added when a specific status is selected. Great for making sure that the LM or MD does not miss tasks that are awaiting their approval.
There is a document Approval system set up in Wrike. I have not used it but I have seen resources on the wrike help portal talking about it.
A collobrator can change the status of the form.
Hope that helps.
-Ryan
Hi Ryan,
Yes, we are using a request form. That sounds great, I will look into it.
Thank you for the info!
Adam