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.
🤿
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.
​
•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.
🤿
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.
🤿
DEEP DIVE
Automatically convert requests which arise during conversation into a request in the building authorization board by using our “convert to card” feature.
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.
Related Solutions
SALES
Update CRM accounts from chat
features & integrations
​💬 🌊
PROJECTS
Create a shared task list
​
features & integrations
💬 🌊
HUMAN RESOURCES
Get new employees up to speed quicker
features & integrations