Solution: Request/Approval Forms

In all organizations there is a need for approvals. In some, there are similar approvals that need to be made on a regular basis. Online forms provide an extremely efficient way to streamline the request/approval process.



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Example Applications:

HR

IT Process
  • Benefits Enrollment and Changes
  • Timesheets
  • New Hire Management
  • Employees Change of Status
  • Policy and Procedure Changes
  • Leave of Absence
  • Internal Surveys
  • Vacation Requests
  • Training
  • Facilities Access
  • Employee Complaints
  • Interviewee Evaluations
  • Performance Reviews
  • Salary/Wage Changes
  • New email accounts
  • Service Requests
  • Security Access Requests
  • Move and Expansion Requests
  • Engineering Design Requests
  • Return Authorization (RA)
  • Internal Surveys
  • Inventory Reports
  • Move and Expansion Requests
  • Engineering Change Orders
  • Design Input
  • Shipping Information
  • Problem Reporting
  • New Project Requests
Finance
  • Vendor and Contracts Management
  • Financial Results and Reporting
  • Document Approvals
  • Accounts Payable
  • Product Pricing and Profit Margin
  • Materials Expenditures
  • Purchase Requests
  • Salary/Wage Changes
  • Capital Appropriation Requests
  • Timesheets
  • Payroll
  • Budgeting and Cost Accounting
  • Expense Reports
  • Travel and Entertainment Requests

Step 1: Build a request form
Included in every FormRouter account is a tool called the Simple Form Builder. Use this tool to build online forms in minutes. Alternatively, your Webmaster could use their favorite web development tool to build the form.

Step 2: Build an approval form
Build a form that includes the approval fields to your request. This form will be included in the body of an e-mail that will be sent to the responder.

Step 3: Build an approval alert
Included in every FormRouter account is an alert builder. One of the alerts offered is an E-mail alert. In the body of the E-mail to be sent, cut and paste the code for the approval form. This will make the approval form appear inside of the E-mail. Set the alert to be sent to the e-mail address of the person who needs to respond to the request.

Step 4: Link the request form to your Website
After a form is built in your FormRouter account a link is automatically generated. Links to forms can be cut and pasted into E-mails or Websites.

Step 5: Capture request and approvals securely to a database
FormRouter’s client tool can automatically write online form responses securely into popular databases like Microsoft® Access®.

Once in the database, review requests and approvals side by side. This database provides a long-term audit trail for decisions made in the field.

Because the request and approvals are separated as different transactions, you can be assured that the requester nor the approver tampered with each others input. Once a request is made and an approval is given, you have an audit trail that is out of their reach.

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