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Involve The Right People At The Right Time With Ordered Endorsements

Vincent Paget

October 18, 2018

Student activities that require multiple approvals and endorsements can be a real nightmare. Especially if you need to collect those endorsements in a specific order.For example, you might have leave requests that need to be reviewed by staff before being sent to parents for approval, or you may be required to obtain approval from the parent first, then pass it onto the academic staff, before getting final approval from the housemaster.Having a structured process for collecting endorsements is an effective way for schools to manage complex approval workflows. When done right, endorsers are involved only when they need to be, resulting in faster approvals and better time management for everyone.But staying on top of all this and keeping track of whose turn it is to approve or endorse is easier said than done.If this sounds familiar, then I have some good news for you. We have just made some improvements to our leave workflows that allow you to create Ordered Endorsement Workflows.Ordered endorsements make it possible for leave requests to be automatically sent to multiple people in a specific order. Then when each endorser approves or declines the request, you can keep track of its progress as it moves through the different stages.Excited yet? Let’s find out how it works.

Order Endorsements With Drag and Drop

Creating your endorsement workflow is dead simple with our drag and drop builder. The endorsement order is organised into a series of different “steps” and within each step, you select the “Roles” of who is required to endorse the request.

Multiple roles can be added to a single step and easily re-ordered by dragging the roles in the order you want to respond to the request.Once you’ve specified the order, it’s time to decide how endorsements will move from step to step.

Customise The Endorsement Workflow

Endorsement workflows vary from school to school. That’s why we’ve given you the option to customise how your endorsements progress from step to step.

Your first option is to decide what happens when someone declines a request. You can choose to either end the process immediately or continue with the endorsement process.Ending the process ensures that you avoid carrying out any unnecessary steps. This is useful if your leave requests need to be approved in a specific order. For example, you might have a leave type that must be approved by parents first. So if a parent declines the request, the process will stop automatically as any other endorsements are irrelevant without approval from the parent.The alternative is to continue with the process even if someone declines the request. This is useful if your endorsement workflow involves multiple roles and approval is only required from one or a few people.Your second option is to define the requirements that need to be met before moving onto the next step. You can choose to move endorsements to the next step when...

  1. Everyone in every role has endorsed the request
  2. At least one person in each role endorses
  3. Or at least one person in the stage endorses

These options give you a vast range of flexibility and control of how your leave requests move through each step of your endorsement workflow.

Automate The Endorsement Process

Once you’ve set up your ordered endorsements, everything happens automatically. When a leave request is made, Notifications will only alert people that are involved in the first step of your endorsement workflow. When the requirements for the first step have been met, notifications will then be sent to everyone in the second step, and so on.

Furthermore, only people involved in the current step will be able to view and endorse the request. This prevents people from responding at the wrong time and allows you to properly enforce the order of endorsements.Ultimately, ordered endorsements provide you with the opportunity to streamline your approval workflow while still retaining administrative control over the process.Ordered endorsements are now available to all Boardingware customers. To learn more about how to use this feature, check out our help guides below:

Curious to see how Boardingware works? Click here to book a personal consultation with one of our advisors or visit this link to watch a 20-minute demo video.

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Vincent Paget

Vincent Paget is an Operations Manager at Orah based in Auckland, New Zealand. He loves technology, organisation, nature and adventure sports, not necessarily in that order.

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