Digital Note Approval App by Embee
作成者: Embee Software Pvt. Ltd.
Unified platform to integrate apps & implement process automation than rely on paper-based processes
Streamline your Digital Note Approval Process
Are you tired of dealing with the hassle of physical paper notes and slow approval cycles? Say goodbye to the old ways and embrace the future with our cutting-edge Online Note Approval System!
Key Features:
Effortless Note Submission: Submit notes from anywhere, at any time. No need to visit multiple offices or hand-deliver physical copies/requests.
Multi-Level Approval: Set up multi-level approval workflows tailored to your organization's hierarchy and approval processes.
Fast and Secure Approval: Expedite the approval process with automated notifications to approvers. Ensure data security with encryption and access controls.
User-Friendly Interface: Our intuitive and user-friendly platform requires minimal training, making it easy for everyone to use.
Track Progress: Monitor the status of your submitted notes in real-time. No more lost notes or uncertain approvals!
Centralized Data Repository: Access all past notes and approvals in one centralized location. Easily search, retrieve, and reference historical data.
FYI: Keep the respected officials notified as a requester/approver giving read only access.
Process Flow:
1. Request Initiation:
a. Requester will login into the application using O365 login credential.
b. In the request from user must fill the following details: Product/Business, Type of notes: dropdown from master, Title, Description: Full description, Approver details
1. User will enter the reviewers/approvers mail ids.
2. Approver name will be picked from SharePoint online users.
Support Documents:
Optionally supporting document (image, pdf, word, excel, ppt files) can be uploaded.
User can tag users as FYI by entering the usernames one by one.
Submit the request- Email notification will go to requester, first approver and FYI if any.
2. Request Approval:
a. Approver will login into the application using O365 login credential.
b. There will be single approval pending list from the approver, where all the request pending for approval will be listed.
c. The following action can be taken by the approver- Approve, Reject, Forward, Approved and Forward, Need Clarification from requester, Need Clarification from approver
1. Optionally approver can also add other users as FYI.
2. Optionally approver give his/her comments while acting.
3. Mail notification will be sent to respective users, like requester, approver, FYI if any
4. User will enter the reviewers/approvers mail ids.
5. All NFA’s generated in system shall be with unique number.
How It Works?
Fill-in the Office Note Form
Initiate a Note Request
Trigger Approval Workflow
Send Realtime Notifications
Get Instant Feedbacks
Get Final Approval
What will you Get in the System?
Initiator login
1. Dashboard to show NFA status like completed, in progress, rejected and their numbers after filtering
2. Initiator can take out the list of NFAs raised by him/her in excel for the approved, rejected, incomplete by selecting the time period
Reviewer/Approver login
1. List of NFAs pending for action
2. List of approved, rejected and in progress NFAs for reviewer/approver during selected period
Admin login
1. By default, users shall get login access as soon as the user id gets created in AD.
2. Report of all NFAs in excel, with status by selecting any time period
3. Advance filter option for admin to select like initiator wise, product/business, type of not, approved/rejected/in progress, time range wise etc.
4. Detailed report option for admin to get complete list of NFA in specific time period.
概要
Embee Software Pvt. Ltd. のその他のアプリ
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