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Set up your approval flow

Make the approved route faster than going around it.

What you get

A process people use because it is faster than going around it.

Steps

  1. Go to SettingsApp Catalog.
  2. Turn on the request types you want: Access Request and Procurement Request can each be enabled independently.
  3. Set the preview assets — how the catalogue and the two forms look to your people.
  4. Invite catalogue members. Anyone not invited cannot request, which is a reasonable place to start with a pilot team.
  5. Preview the employee experience and confirm the request options you enabled are visible and clear.

Getting it used

Three things make the difference between a process and a page nobody opens:

  • Speed. Approve within a day. The first time someone waits a week they go back to the card.
  • Recommended done well. If the tool people want is already in Recommended, the request is one click and the answer is yes. Steer with the list, not with rejections.
  • A reason on every rejection. One line. It stops the request coming back and teaches the alternative.

What it does to your spend

The approval flow gives the organisation a chance to check an existing app before another tool is bought. It does not replace the normal inventory, spend or renewal data flows; it adds governance before the purchase.

What you've unlocked

Next: Off-boarding: reclaim licences when someone leaves