Provide the context
Keep the request and supporting information connected to the operation.
Approvals & human review
Bring the right people into the decision.
Send an exception to the people who can resolve it. Give them the context, define whose approval is required, and continue the process with a recorded decision.
Approval request
Approve payment terms
Alba Distribution
€30,000due in 45 days
An exception to the standard 30-day terms.
Both owners must approve2 / 2
Marie LaurentSales lead
✓ ApprovedAlex DuboisFinance lead
✓ ApprovedHuman review
Give exceptions a clear next step
An identity check needs clarification, an Agent flags uncertainty, or a customer asks for unusual terms. Route the case to the right person with the information needed to decide.
Assign the decision
Choose who must review the case and which approvals are required.
Continue from the answer
Follow the approved, rejected or expired path in the same process.
Know who approved, and what happens next.
Record each person’s response and the overall result. The process resumes when the approval policy is satisfied, with a decision your team can trace.
One approver or several. A deadline for the answer.
Set the required approvers and how their responses determine the outcome. Define what happens if the request is rejected, expires or has no eligible approver.
A notification brings someone to the request. Their recorded response is what determines the approval outcome.