01 · Documents, Forms & Approvals

Request & Approval Portal

A shared interface for submitting internal requests and seeing the decisions they require.

Internal requests need a visible route through review and fulfilment. The portal gives employees a consistent place to submit them and approvers a record of the required decision. It suits businesses where messages reach the wrong person or requesters cannot tell why their work is waiting.

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02

What it manages

Requests can hold a type, requester, required details, approver and status. Different request types may have different approval steps. The portal gives a consistent intake and tracking experience while the underlying department remains responsible for fulfilling approved work.

03

How it works in a business

A staff member selects the request type and supplies the necessary information. It routes to the authorised approver, who accepts, rejects or returns it. Approval then creates the fulfilment task; the requester can see whether the work is awaiting a decision or delivery.

04

What SFn can customise

SFn can configure request forms, approval thresholds and delegation. Purchasing, HR or IT workflows may connect to the portal. Permission tests must prevent requesters approving their own restricted requests or viewing confidential submissions from other staff.

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Related & next step

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