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GOVERNMENT

Build a Building Authorization Workflow

Features & integrations used:

🌊 WORKFLOW
💬 CHAT

Summary

🔨 FUNCTIONS
  • Keep track of Authorization Request that needs to be reviewed

  • Monitor Request completion

  • Store request details and files all in one place

💡 RESULTS
  • Measure how long it takes for a request to be approved.

  • Visualize the Authorization requests for a particular area.

🤼 TEAMS HELPED
  • Government

  • Administration

STEP #1

In the workflow library, create a simple Issue workflow.

Building Authorization.png

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DEEP DIVE

•A Building Authorization Workflow shows you the ongoing requests for authorization and help the administration team keep track and inform requestor upon approval.

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•In Building Authorization workflow, each Request  is written with building categories assigned.

STEP #2

Connect Kanban workflow to a general Group with your entire team, or a Group where it is most relevant.

Building Authorization Command.png

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DEEP DIVE

You can connect this Building Authorization workflow with a group message team who works on the request approval as well as sending the approval letter out.

STEP #3

Get notified whenever an activity occurs i.e. new requests, new assignees, new attachments, request approval, etc. Give reactions, start conversation threads & use the latest information to fuel discussions.

Building Authorization Group.png

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DEEP DIVE

Automatically convert requests which arise during conversation into a request in the building authorization board by using our “convert to card” feature.

Building Authorization Card.png

STEP #4

Click view details to learn more about a task or click View Workflow to get a bird’s eye view of what everyone is doing.

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