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.

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