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WorkflowsOne step further1 min read

Where does human approval belong?

Approving every step slows work down, but removing approval is not appropriate for every action.

Locate the consequential step

Collecting information, preparing a draft and sending it externally are different steps. Separate them, then place human review where the impact changes or an action becomes difficult to reverse.

Show what is being approved

An approval screen should show the record, amount, recipient and proposed change. The reviewer needs a concrete result to inspect, with options to correct or reject it.

An example

The system detects a supply need and prepares an order draft. Purchasing checks quantities and terms. After approval, the order is transferred and the approval is recorded.

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