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getting a process signed off my management

Guest Mark Simpkins

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Guest Mark Simpkins



We are setting up some new forms and business processes and we have a form where once its completed it needs to be reviewed by an analyst then it needs to be signed off by various parts of management. Is there a method to do this easily or an existing pattern? And do the management need to be paid up users? Since they would not be assigned / working on tasks in requests directly (thus I would not classify them as analysts)?





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Hi Mark,

In order for someone to receive and action tasks (which is how our approvals work) the user(s) will need to be Paid Up Collaboration users, they do not however need to be Paid Up Service Manager users though.  I am assuming you are aware that you can have collaboration users that are not Service Manager users. 



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