How to set up an approval flow

Approval templates are used to define processes in which approvals of an onboarding are required. When working on a client to be onboarded, an approval process can be selected from the available templates. To complete the onboarding of a client, the selected approval flow must be completed. Multiple templates can be created, allowing you to create custom approval flows for clients with specific characteristics.

Steps within an approval flow are composed of users holding specific funcitons. These functions need to be configured first, before the approval flow can be created.

Organisation functions

Functions can be created and assigned to users in Pascal. To add functions, follow the below steps: 

1. Click on your initials in the top right corner.
2. Click on Settings in the newly opened menu.
3. In Pascal's settings, select on the left side Users & groups below the Organisation section.
4. In the Organisation functions card, press the Add function button.
5. Type the name of the function to be added and press the Create button.

Organisation functions’ names can be changed by pressing the pencil button or alternatively deleted by pressing the red bin icon.

Approval templates

Now an approval template can be created with the set up organisation functions.
To create an approval template, the following steps can be followed: 

1. In Pascal's settings, select on the left side Policies below the Onboarding section.
2. In the Approval templates card, press the Add approval template button.
3. Insert the name of the approval template in the Name section.
4. Press the Add step button and select one or more of the previously created organisation functions. Users with a function selected in this step, will be asked first to approve within this approval workflow.
   1. If the field is left empty, any user can approve this specific step.
5. Add as many steps with functions as desired in the approval template.
6. Finally, the Save button will save the approval template.