Project Approval Workflow

Do I need technical skills or a developer to set this up?

No technical skills are needed at all. The Project Approval Workflow is a ready-to-use template inside assess.one — you publish it and it's live within minutes. All steps, roles, notifications, and approval logic are configured directly in the platform without writing a single line of code.

How long does it take before my team can start using this workflow?

You can publish the template and run your first live approval process in minutes, not weeks. There's no implementation project, no external software to install, and no waiting on a vendor. Once published, your team submits proposals and the workflow kicks off immediately.

Can my team customise the approval steps to match how we actually work?

Absolutely. You can add, remove, or reorder steps, adjust who is responsible for each stage, and change the approval logic to reflect your organisation's structure. If your funding approval involves multiple sign-off tiers, for example, you can configure that routing directly inside assess.one.

Who needs access to the workflow, and can different people have different roles?

Yes — you assign roles within assess.one so that submitters, reviewers, stakeholders, and approvers each only see and action what's relevant to them. A project submitter can track their proposal's progress without having access to the funding approval stage, for instance. Role-based access keeps the process clean and secure.

What happens if a business case needs revision — does the process restart from scratch?

No, it's smarter than that. If the reviewer recommends a revision, the workflow automatically notifies the submitter, creates a revision task, and routes the updated proposal back to the business case review stage once changes are submitted. If the submitter doesn't proceed, the proposal can be marked as withdrawn and all parties are notified automatically.

Is this suitable for organisations that need a clear audit trail for compliance purposes?

Yes. Every decision, status change, and approval action is recorded within assess.one as the workflow progresses. This gives you a timestamped, end-to-end record of who reviewed what, when decisions were made, and what the outcome was — which is exactly what internal audit and governance teams typically need.

Can stakeholders provide input without being involved in every stage of the approval?

Yes. The workflow includes a dedicated stakeholder input stage that sits between the business case review and the funding or management approval decision. Stakeholders are brought in at the right moment, complete their input, and the process moves forward — they're not pulled into stages that don't require them.

Will submitters know what's happening with their proposal without having to chase anyone?

Yes — automated notifications keep submitters informed at every key milestone. They receive a confirmation when their proposal is received, a notification if revisions are needed, and a clear approved or withdrawn outcome message once a decision is made. No chasing, no ambiguity.

Can we connect this workflow to our email or Slack so notifications go to the right places?

Yes. Email and Slack integrations are configured inside assess.one — there's no third-party development work involved. You set up where notifications go as part of your workflow configuration, so approvers get pinged in the tools they already use.

What triggers the project initiation stage, and can we control what happens at that point?

Project initiation is triggered automatically once the funding or management approval decision is recorded as approved. You can customise what the initiation step involves — whether that's assigning a project lead, sending a kick-off notification, or creating a follow-on task — all configured within the workflow in assess.one.