Complete request
Require necessary fields and attachments before sending for decision.
OmniSmart Solution · Approval flow
Approval flow to decide fast without losing control
Route each request to the correct approval level, record the decision and justification, handle returns, and track deadlines. Approval no longer depends on scattered messages and manual follow-ups.
Approval levels and rulesDeadlines and escalationDecision history
approvalApproval flow
PENDING DECISION
RequestCompletedata and attachments
Approval levelAutomaticvalue and category
Deadline4 hoursescalation active
Context, approval level, and decision
dynamic_formRequestRequired data
ruleApproval levelApplied rule
how_to_regApprovalRecorded decision
arrow_forwardContinuityNext step
infoResponsible party, version, date, and justification remain in the historyVISUAL EXAMPLE
RequestRequired data and documents
RuleValue, area, risk, or category
DecisionApprove, return, or reject
EvidenceWho decided, when, and why
Direct answer
What is an approval flow?
An approval flow is the sequence of rules, people, and decisions used to authorize, return, or reject a request. Automation identifies the approval level, sends the request with context, controls the deadline, records the justification, and routes the result to the next step.
- Approval levels must be objective.
- Approvers need sufficient context.
- Returns must indicate the correction.
- Absence and delay require contingency.
Decision with traceability
Approval by message is fast until no one knows which version is valid
When requests, documents, and decisions are in different channels, delays, rework, and conflicts arise. The structured flow brings together input, rule, approver, deadline, and evidence.
Conditional approval levels
Route by value, category, area, unit, risk, or a combination of rules.
Sequential or parallel approval
Coordinate one or more decisions according to process governance.
Deadline and escalation
Notify, reassign, or escalate when the decision does not occur within the deadline.
Guided return
Provide reason and return step to correct without restarting the entire process.
Decision history
Preserve responsible party, date, justification, version, and result for reference.
From input to authorization
Right context, right approver, clear next step
A well-designed approval reduces time without removing responsibility.
Receive the request
Collect data, attachments, cost center, or necessary context.
Identify the approval level
Apply value, area, risk, or another decision rule.
Notify the approver
Deliver summary, documents, deadline, and possible actions.
Record the decision
Save approval, rejection, or return with justification.
Continue the process
Update systems, generate a document, or forward execution.
Impact on operations
What changes in practice
Processes become faster when input, rule, responsibility, and exception use the same reference.
Less manual follow-up
Reminders and escalation track the deadline without depending on the requester.
Contextualized decision
Necessary data and documents arrive together to the approver.
Visible responsibility
Operations know where the request is and who needs to act.
Preserved evidence
Decision and justification remain linked to the request and the reviewed version.
Who it makes sense for
Processes for operations that need scale and control
Proposals and discountsContratosPurchases and suppliersReimbursementsImplementationCommercial exceptions
Frequently asked questions
Learn more
Yes. Decisions can be sequential or parallel, according to approval limit, value, area, and governance.
Define substitute, deadline, and escalation before implementation. The rule must respect necessary authority and segregation.
Yes. The return must record the reason, pending fields or documents, and the stage to which the request returns.
Request, version, approver, date, decision, justification, and flow events can compose traceability, according to configuration.
It can. After approval, the process can generate or forward a document for signature, according to the design and contracted resources.
Track volume, total time, time per approval limit, return, rejection, delay, and main reasons.
Talk to OmniSmart
Design an approval without parallel messages
Bring request types, approval limits, documents, and exceptions. OmniSmart helps turn the rule into a tracked flow.
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