Workflow & Approval Design
Your approval chain and your rules, automated.
What is workflow and approval design?
Workflow and approval design lets you automate your company's own approval policy rather than adopting someone else's. In eVitalyst you model your approval hierarchy, with conditional and multi-level rules based on amount, department, project or document type.
Custom document types and numbering rules match your paperwork, while alerts, escalations and email and mobile notifications keep documents moving. Every step is recorded, from simple approvals to fully automated processing.
Workflow & Approval Design features
Model your own approval hierarchy with conditional and multi-level rules, document types and numbering, alerts and escalations, from simple documents to fully automated processing.
Your Approval Hierarchy
Reflect your organisation chart and authority matrix.
Conditional & Multi-level Approvals
Route documents by value, department, project or type through one or more levels.
Custom Document Types
Create document types for your own processes.
Document Numbering Rules
Number documents by company, type, year or site as you need.
Alerts & Escalations
Remind approvers and escalate when a document waits too long.
Email & Mobile Notifications
Notify people wherever they are.
Why businesses choose eVitalyst Workflow & Approval Design
Your policy, automated
Authority limits applied every time.
Escalations before delays
Waiting documents are chased automatically.
Every step recorded
A full trail for audit and review.
Fits your paperwork
Document types and numbers as you use them today.
Who uses Workflow & Approval Design
- Management: Define who approves what.
- Process owners: Design workflows for their departments.
- Auditors: Check that policy was followed.
Built for the UAE and GCC
Many UAE organisations, including government-linked and family businesses, have detailed delegation-of-authority matrices. eVitalyst models them directly, including approvals by company and site.
Part of the Customization flow
eVitalyst fits your business, not the other way around.
- 01
Understand
We learn what makes your business unique.
- 02
Configure
Screens, rules, workflows and reports set up your way.
- 03
Extend
Custom apps and integrations where you need them.
- 04
Evolve
Monthly releases, with your customizations kept separate.
Ask AI about your Workflows data
Your Workflows data data is already in eVitalyst. Ask questions in plain language, build dashboards without a developer and get insights while you enter data.
Workflow & Approval Design, answered
Can we design our own approval workflows?
Yes. Define hierarchy, conditions and levels for each document type.
Can approvals depend on the amount?
Yes. Conditions can use amount, department, project and other fields.
What happens if an approver does not respond?
Alerts remind them and escalations move the document on.
Can we use our own document numbering?
Yes. Numbering rules can follow company, type, year or site.
Do approvals work on mobile?
Yes. Notifications and approvals work on mobile through eVitalyst Approvals.
More in Customization
Screens, Fields & Rules
Shape every screen around the way your team works.
ExploreReports & Print Formats
Every report and document in your format and brand.
ExploreCustom Apps on the Platform
Need something unique? We build it as an app on eVitalyst.
ExploreIntegrations & APIs
Connect eVitalyst with the systems you already use.
ExploreReady to add Workflow & Approval Design?
See it with your own processes, or add it to your eVitalyst today.