Follow Us:

Approvals Module

Easy-to-use workflows route tasks for review or approval, making it simple to track completion

Manage and track review and approval requests easily. This approvals and review software is a workflow tool that will automatically notify and remind related parties on pending tasks, moving requests reliably through each step and keeping a full audit trail of the entire approval process. It can be used for simple sign-offs or more complex multi-step processes, here are a few example workflows:

Complaint process workflow

New starters

Requests to issue company assets

Promotional marketing or Financial Promotions approval

Subject access requests

Personal account dealing

Or design your own workflow

Skip email and clunky forms by managing workflows, assigning tasks, and monitoring completion status within ComplyPortal’s Approvals Module.

 

How it works

How it helps

Challenges

Solutions

Additional Benefits

  1. Chasing different parties across different stages of an approvals process
  2. Unclear status of approvals workflow and who is currently responsible
  3. Significant time taken to gain approval
  4. No long term record of approvals requests
  1. Automatically triggered email notifications directly sent to the corresponding individual or group
  2. At any time, you can view which stage the process is at and who that responsibility belongs to
  3. Having a clear workflow and automatically triggered notifications means requests can be reviewed as soon as they are ready
  4. Ongoing record of all approval’s requests including pending, approved and denied
  1. Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
  2. On hand client services team, to reduce time consuming admin tasks
  3. Export reports, download reports of task completion that can be filtered by custom fields
  4. Issue important information quicker and improve company compliance efforts

Start your journey
with ComplyPortal and
boost employee compliance
by 30X over manual
processes.

Schedule a
free demo today - our
team is ready
to show you how.

Talk to an Expert

Transform your compliance management. Complete the form and book your complimentary demo today.