Optimize Approval Processes
Drutas gives you the ability to create a task that can follow a SOP wherein approval for task or expense is required by a team member. This can be specific to a team or organization.
Managing task approvals ensures upfront feedback and communication. It provides approvers with clear-cut requirements for decision making. Approval initiators are kept updated on progress, keeping task requests on track.
Notifications on the update of tasks are sent to the User via the app and email. Plus, a detailed activity log at task and team/project level is maintained to ensure transparency.
Key points on Approvals:
Approval Options:
Choose an option from the drop down: Approved, Rejected, Reassign, Recommended, and On Hold to progress the task. 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. At the same time a new description field is created 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/team or approver/assignee designated by the task creator. This progression is visible in the task breadcrumbs at the top of the Task as shown below.
Approval History and Status Icon:
You can view approval history in a grid format, along with an approval status icon that appears in the top right corner of the task sidebar for easy reference, shown below:
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.