In this article:
- Concept of 'Approvals'
- What are approval phases?
- What are approval workflows?
- What are approval workflow templates?
- Approval workflows in action (image)
- Creating approval workflows
Concept of 'Approvals'
During the lifecycle of a contract (or policy) there will often be times when approval is required in order for the contract to continue its journey.
LawVu has a very flexible system whereby you can create these approvals and attach them to most stages of a contract lifecycle.
We call these 'approval phases' ... and approval phases can be chained together to create 'approval workflows'. Approval workflows are then applied to contracts or policies in order to control the progression of that contract or policy.
Approval workflows can also be created at a global level and saved as 'Workflow templates'.
What are approval phases?
Approval phases are the building blocks of approval workflows.
Each approval phase will have one or more people added to to it ... and each approval phase will have a rule whereby the phase can be marked as 'Approved' by 'Any' or All' of the people in that phase.
Approval phases are created inside an approval workflow - and the approval workflow is what is applied to the contract or policy.
What are approval workflows?
Approval workflows are simply a collection of approval phases. The are saved with a name
When a contract or policy encounters an approval workflow it will pause the contract and then sequentially run through each approval phase in that approval workflow.
When all the approval phases in the approval workflow have been complete the contract will continue on to the next stage in its lifecycle.
Below is a simple approval workflow consisting of 3 approval phases.
What are workflow templates?
Rather than creating the approval workflows every single time you create a new contract - you can instead create 'Workflow templates'.
Workflow templates are created globally and can be assigned to various contract or policy types.
To create these you will go to
Settings > Contract Management > Approval workflows.
Approval workflows in action
Creating approval workflows
Approval workflows can be created either globally (as workflow templates) - or as required on individual contracts or policies.
See this article for creating approval workflows from global workflow templates.