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.
Get a FormRouter account today and build secure online solutions
in minutes.
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.
Sales request form