Goal:
changing approval routing, managing approval routing, configuring approval routing.
Best Practice: You’ll want to relook at your approval routing setup any time a new hire starts or exits who will act as an approver. Especially after promotions, role changes, or new management joining. Any time a department restructures or your business needs change, your approval thresholds may need to be reconfigured.
The Approval Routing(s) represents the core concept of how approvals function within the Procurify Platform. Approval routings allow your requests to route to the appropriate individual within your organization depending on your team's hierarchy and the approval thresholds you’ve set up. This workflow means that the right people are approving the right requests with just a click of a button.
The approval routing functionality was built to match your internal workflows. Remember, requests cannot be made without first setting up your approval routings.