Introduction

SoftExpert Suite works with a few steps when creating records in its components: configuring, creating, planning, and executing.

However, for good management, it is necessary to have a control system between those steps, in order to catch any possible errors. Thus, the approval feature is made available.

It allows employee activities to be approved by a user, team, etc., after going through a certain step. Thus, it ensures all records are in compliance.

For example: in SoftExpert Action plan, it is possible to configure, in the record category, for it to go through approval when its planning step is finished.

Thus, once the record is planned, the Planning approval task will be generated for the responsible party to analyze and approve or reject the record.

Watch the video below for an overview of this feature:

Shall we start?

By following the steps of the flow below, it is possible to successfully configure and use the approval feature: