Optimize Approval Processes with Drutas
Managing task approvals through Drutas ensures efficient feedback on your requests or assets. Approvers receive clear requirements for quick responses, while requesters stay updated on approval statuses. This streamlined process supports transparent communication, keeping projects on track. Approval requests can target specific users, projects, or teams as needed.
Notifications are sent to all involved parties via the application and email. Detailed activity logs at task and project levels maintain transparency and accountability.
Key points on Approvals:
Approval Options:
Choose from Approved, Rejected, Reassign, Recommended, and On Hold to progress the task created for approvals. Click the save button to confirm your selection. The approval statuses and save button are highlighted below in the image:
Adding Notes and Locking Tasks:
Approvers can include notes and lock tasks during the approval process. Locking a task secures the task name, previous attachments, and description, while opening a new description field for the next assignee. The notes and lock icons have been highlighted below in the image:
Task Progression:
Once an approval status is selected, the task moves automatically to the next project or team approver/assignee designated by the task creator. This progression is visible in the task breadcrumbs at the top.
Approval History and Status Icon:
View the approval history above the task assignment details. An icon reflecting the approval status appears on the task sidebar in the top right corner for easy reference.
Key Considerations Regarding Approval Statuses:
Reassignment Option:
When receiving an approval request outside your purview, utilize the “Reassign” option to delegate it to a more suitable individual. Exercise discretion and seek guidance from relevant authorities if uncertain.
Notification and Commenting:
Upon confirming the new assignee, notifications will be dispatched, and you may provide comments during this phase.
Recommendation:
If preliminary approval is deemed necessary, opt for the “Recommend” status. Provide pertinent comments and notify stakeholders involved. The approval status will be promptly updated across all users.
Placing on Hold:
For situations warranting further assessment, choose the “On Hold” option. This action notifies the initiator and updates the approval status accordingly.
Rejection Protocol:
Selecting the “Reject” option returns the approval request to its originator. Notifications are promptly issued to both the creator and, if applicable, the previous recommender involved.