Understanding Workflow Approval Types and Configuration
- Duration: 4 Minutes
- Publisher: Tourvest Travel Services Learning & Development.
- Ensure to watch the full video below and acknowledge the quiz below
- Note: Updates to manuals occur as needed to align with significant system advancements.
Travelit offers highly advanced Travel approval solutions with flexible rules to meet the client’s business and audit requirements.
- Multiple levels of approval / flows are configured to meet each department’s individual requirements.
- Travelit has designed setup templates to simplify the maintenance of each approval flow.
- Approval rules ensure that the correct manager approves the trip in the correct sequence, see examples below:
- Cost Center Approval
- Manager Approval
As a Super User you are able to manage administrative functions on Workflow approvals and Cost centre Management.
Travelit has designed setup templates to simplify the maintenance of each approval flow.
Approval rules ensure that the correct manager approves the trip in the correct sequence.
As a Super User you are able to manage administrative functions on Workflow Approvals and Cost Centre Management via the System Setup widget.
Access Approval Policy to access the Company Approval templates e.g. of templates, Cost Center and Manager Approval.
Select the Company Flow Setup category to view the Approval flow set up on Company level including the Business Units.