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Workflow & Approvals

Approval chains are informal or email-based. No visibility into process status.

System Concepts

Status FlowsMulti-Step ApprovalsTimeline VisualizationAudit History
Approval Pipeline Board

Visual pipeline of requests flowing through approval stages

8

Submitted

5

Under Review

12

Approved

2

Rejected

Submitted

Travel reimbursement — Q1

Angela TorresFeb 7

Software license renewal

Dev TeamFeb 6

Under Review

Marketing budget increase

Maria SantosFeb 5

Office space expansion

FacilitiesFeb 4

Approved

New hire — Sr. Engineer

Raj MehtaFeb 3

Q4 bonus distribution

HR DeptFeb 2

Rejected

Conference sponsorship

MarketingFeb 1
Multi-Step Approval Workflow

Sequential and parallel approval chains with role-based routing

Travel Reimbursement — Angela Torres

Request #APR-2026-0147 · Amount: $2,450.00

Step 3 of 5
3
4
5
Request Submitted· Auto-captured
Feb 3, 9:00 AM

Travel reimbursement request for $2,450

Manager Review· Raj Mehta
Feb 3, 2:30 PM

Approved — within policy limits

Finance Verification· Lisa Chang
Feb 4, 10:15 AM

Verifying receipts and expense codes

Director Sign-off· David Kim

Required for amounts over $2,000

Payment Processing· System

Auto-processed after final approval

Workflow Audit & History Log

Complete trail of every action, decision, and timestamp

Audit Trail — Request #APR-2026-0147

Complete history of all actions and decisions

Lisa ChangFinanceStarted review

Began verification of receipts and expense codes

Feb 4, 10:15 AM
Raj MehtaManagerApproved

Comment: "Approved — travel was pre-authorized and within Q1 budget."

Feb 3, 2:30 PM
Raj MehtaManagerReviewed attachments

Viewed: flight_receipt.pdf, hotel_invoice.pdf, meals_log.xlsx

Feb 3, 2:15 PM
SystemAutomationRouted to manager

Auto-routed based on department: Engineering → Raj Mehta

Feb 3, 9:05 AM
Angela TorresRequesterSubmitted request

Travel reimbursement for client visit — San Francisco, Jan 28–30. Total: $2,450.00

Feb 3, 9:00 AM
SystemAutomationValidation passed

All required fields complete. Receipts attached. Amount triggers 4-step approval.

Feb 3, 9:00 AM