All systems operational

Departments & Approvals

Confirm which departments are in scope and how approvals should work.

#At a glance

DetailValue
AudienceDepartment leads, admins
Estimated timeHalf a day
Portal areas usedApprovals (design)
AI usedAI never self-approves; humans decide

#Purpose

Define the departments to roll out and the human approval points they need.

#Business outcome

Scope and approval design are agreed, matching the platform's real approval gates.

#Implementation checklist

1

Confirm in-scope departments and sequence

2

Identify required approvals (deliverables, expenses, timesheets, publish-live)

3

Assign approvers per approval type

4

Confirm no approval relies on AI deciding

#Dependencies

  • Workflow discovery complete

#Risks

Watch for these

  • Designing approval chains the platform doesn't support
  • No named approver, so work stalls later

#Success criteria

Done looks like

  • In-scope departments confirmed
  • Approval types mapped to real gates
  • Approvers named

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