Episode 471: I won't Give an Approval to My Own Application! (by a director of a department)

Monday, February 22, 2016
An approval request written by a department director...

The act that to ask authorized people for decision-making is not necessary because the director him/herself is an authority. Particularly, if the decision-making is for matters within the budget of the department. However, even so, a rule that "Must create Approval request document" is adopted in many companies. That is, they are standing on a perspective that "Intentions which have been formed in the organization will be preserved in documents as records". Also, they are assuming efficiency in corresponding to audit.

Yet, it indeed is cumbersome that "to make request, and then approve it by oneself" on a Workflow system.

The following Workflow is a modified version of "Episode 462: Planning - Approval (Starter Template)", which has been compiled in Basic Business operations 2016 edition. Users who have "Managers role" are able to submit their approval requests via a flow which does not pass through "2. Approval".

[Approval Request]

As you see in comparison between the Business Flow Diagram before the modification (below), this Diagram has been added a Step of "2x. Request from the Director" at the top. That means a User who has "Director role" is able to Start this Workflow from "2x. Request from the Director". There is no "Double effort" on the flow.

<Planning-Approval flow in "Episode 462: Planning - Approval">

Incidentally, (it is obvious as well,) the request will automatically go to "3. Approval by Officers" despite it is a from a director, if "External payment of more than 1 million JPY" occurred. That is if the officer made a judgment of "disapproval", the decision itself becomes invalid.

'Mmm, well then, divide it into less than 1 million...' Such an idea seems "kind an ulterior motive", but it probably cannot be helped because that is the rule.

[Approval Request:"2x. Request from the Director" screen]

[Sample of auto-generated PDF]

[Data Items list]

[Free Download]
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