Cool Solutions

We’ve heard your cries. New Teaming Library form – Funding Request Approval


December 16, 2009 10:17 am





If you’re familiar with business approval processes you know that they are not lacking in redundant approval stages. The Teaming Library, in fact, has more than one approval process for that special occasion in you’re business’ life. We have been receiving many requests to publish a simpler hierarchical approach to the approval process. Not all approvals are done by a committee. The Funding Request form and workflow are for those of you with a hierarchy of one man approvals.

The form is very simple. The Title of the form will be the name of the Attachment (User can edit this is desired). There is a text area to add a description to enter additional information. The immediate manager, or first line manager is also chosen through the form. User will enter the amount requested and the fiscal year.

The workflow is clean and simple. Currently the submitted request is sent to the chosen first line manager for approval. Each approver, Manager, Director, VP Marketing, and CFO may chose to approve or reject. All approvers except the CFO may chose to approve and pass it on to the next approver due to the dollar amount of the approval. Every approved request is sent through the processor to add any additional information to the request (approval number as an example).

As with all forms and workflows on the Teaming Library the fields can have whatever name the user wants. Visit the Library and Download this form for free! Funding Request Form

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Disclaimer: This content is not supported by Micro Focus. It was contributed by a community member and is published "as is." It seems to have worked for at least one person, and might work for you. But please be sure to test it thoroughly before using it in a production environment.