How do you manage variations in process? (Decision / Paths / Approvals / Bypass tasks) | Community
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MichaelSMN
New Participant
April 25, 2024
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How do you manage variations in process? (Decision / Paths / Approvals / Bypass tasks)

  • April 25, 2024
  • 1 reply
  • 688 views

As an organization, we encounter many scenarios where process needs to deviate for some reason or another.  We work in an industry that is heavily regulated and audited and need to ensure that there is consistency in process flows and approvals.   

 

How does an organization account for variations in approval?  Ideally, are there systemic solutions that would be able to identify how the user answered and appropriately send out the correct approval request.

 

Example Approval Scenario:    We have a content development template of tasks.  The users need to confirm if there is any environmental benefit language in the marketing copy. 

  • If they answer yes, an approval from an environmental risk department needs to be obtained
  • If they answer no, no approval is required from environmental risk

 

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Best answer by VicSellers

Hi @michaelsmn - Would you be able to use task statuses and approvals here? You could have a generic task status for the group that is equivalent to complete saying "No Approval Needed" and then also a task status that says "Approval Needed" and have an approval process on the task that would route the approval to the appropriate team. Maybe you're already doing something similar though?

1 reply

VicSellers
VicSellersAccepted solution
New Participant
April 25, 2024

Hi @michaelsmn - Would you be able to use task statuses and approvals here? You could have a generic task status for the group that is equivalent to complete saying "No Approval Needed" and then also a task status that says "Approval Needed" and have an approval process on the task that would route the approval to the appropriate team. Maybe you're already doing something similar though?

MichaelSMN
New Participant
April 25, 2024

Great idea, thanks!