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

Select a workflow or design your own to track and manage tasks.
Assign task stages to specific individuals or groups.
Design workflows with options for detailed responses, key dates, checkboxes, signatures, and or other attachments.
All interactions are logged for a complete audit trail.
Notifications are automatically sent via email and within the application at each phase of a workflow to the relevant individual or group.

How it helps

Easy to manage tasks and approvals, view task completion stage and who is currently responsible for completing next phase.
Ensure tasks and approvals are always sent to the correct individuals or groups ensuring efficient and consistent protocols every time.
With workflows designed to meet your needs for each topic, you have a clear record of all the information required.
Ability to quickly and efficiently generate reports based on time period or relevant topic.
Automatically triggered email notifications remove the need to chase staff or approvers involved in the approvals process.

Challenges

Solutions

Automatically triggered email notifications directly sent to the corresponding individual or group
At any time, you can view which stage the process is at and who that responsibility belongs to
Having a clear workflow and automatically triggered notifications means requests can be reviewed as soon as they are ready
Ongoing record of all approval's requests including pending, approved and denied

Additional Benefits

Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
On hand client services team, to reduce time consuming admin tasks
Export reports, download reports of task completion that can be filtered by custom fields
Issue important information quicker and improve company compliance efforts

Chasing different parties across different stages of an approvals process
Unclear status of approvals workflow and who is currently responsible
Significant time taken to gain approval
No long term record of approvals requests

Automatically triggered email notifications directly sent to the corresponding individual or group
At any time, you can view which stage the process is at and who that responsibility belongs to
Having a clear workflow and automatically triggered notifications means requests can be reviewed as soon as they are ready
Ongoing record of all approval’s requests including pending, approved and denied

Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
On hand client services team, to reduce time consuming admin tasks
Export reports, download reports of task completion that can be filtered by custom fields
Issue important information quicker and improve company compliance efforts

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Approvals Module