Introduction to Process
Process is a feature in darlean that helps users to automate the operational-related process. The basic process of this feature consists of a Requestor and an Approver. In the flow the Requestor submits a request through various of steps and required information to fulfill the request, after submitting the Approver will review and approve/reject the request.
To get started you can use both root user (Admin) or member user to make some requests. Open Process Menu under My Work and click + Request in the top right:
Type of Request
There are 2 Main Types of request format, General Request and Template Request
Multi Step Memo: You need to set up your direct manager so the request will be reviewed by the direct manager, before confirmed by the approver Single Step Memo: Simply submit 1 step request, and select the approver
Admin & Owner: Submit request, approve request (if appointed), set-up direct manager Member: Submit request and approve request (if appointed)
Here is what makes darlean special, we provide a template and constructor for user to customize request flow, request required information field, and selects the approver. Check custom process for more detail
Admin & Owner: Create custom request template, submit request, approve request (if appointed), set-up direct manager Member: Submit request and approve request (if appointed)
After creating a request both requestor and approver can monitor their request (submitted or need approver) in the following tab:
Approval Process
By clicking the request User Approver can reject, send for revision (back to the requestor), reassign (select another team to revise), and approve.
Request Log
The History of the request can be shorted out with the Filter Panel:
Last updated