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Approvals

Approvals

Define approval workflows and maintain control over compliance and data.
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Approvals

Keep control of workflows and data with approvals

Standardized and automated approval workflows will foster transparency, accountability, and efficiency.

APPROVAL TYPES

Strengthen control with approval for forms and actions

Define approval workflows for submitted forms and completed actions – strengthen accuracy, accountability, and compliance.
Approvals for formsGuarantee submitted forms are reviewed and approved before finalization.
Approvals for actionsRequire approval for completed actions with designated reviewers for oversight.
Strengthen control with approval for forms and actions

ASSIGN APPROVALS

Route approvals to the right people

Assign specific approvers so that only they can review. Automatically route approvals to the correct party with entity-specific assignments.
Route approvals to the right people

TRACK STATUS OF APPROVALS

Gain transparency with clear approval status tracking

Update and monitor approval statuses: Pending, Approved, Rejected, or Changes Requested. Approval changes and comments are automatically logged in forms and actions.
Gain transparency with clear approval status tracking

ALL APPROVALS AT A GLANCE

Get a full overview – improve compliance and reduce risks

View all approvals in a central index table and filter and sort by approver and status.
Get a full overview – improve compliance and reduce risks

REAL-TIME UPDATES IN REPORTS

Capture all approvals in reports for better compliance

Approval details—including status, approver, date, and comments—are included in submitted form reports and exports (PDF, Word).
Capture all approvals in reports for better compliance

APPROVAL NOTIFICATIONS

Avoid delays with instant approval notifications

Get notified when an approval is required or updated. Receive alerts for approvals, rejections, or requested changes to keep workflows aligned.
Avoid delays with instant approval notifications

More features for optimized approval workflows

We provide you with all tools you need to standardize approval workflows.

Approval logs

Auto-generate descriptive titles for forms based on selected fields.

Conditional approvals

AI generates tailored forms from simple prompts for immediate use.

Approval analytics

Automatically convert uploaded files into Lumiform templates with AI.

Approvals in Public API

Simplify form access with QR codes that open specific forms.

Export approvals

Maintain comprehensive audit trails of all form-related activities automatically.

Commenting on approvals

Get instant updates with real-time alerts via push or email.

Approval permissions

Ensure timely task completion with automated, schedule-based reminders.

Go Deeper

Approvals work seamlessly together with other powerful modules.

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Workflow automation

Automate your frontline team’s workflows by standardizing predefined processes, saving time and reducing errors.
Learn more Workflow automation
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Reports

Receive instant detailed audit reports upon form submission, highlighting outcomes, actions, and next steps.
Learn more Reports
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Form builder

Jumpstart your digitization journey by creating mobile forms and underlying processes in minutes.
Learn more Form builder
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Mobile app

Complete forms and actions on any device, anywhere, using the user-friendly Lumiform Mobile App—online or offline.
Learn more Mobile app

Still have questions? We have the answer.

What are approval workflows in Lumiform?

Approval workflows in Lumiform allow you to standardize and automate the review and decision-making process for submitted forms and completed actions, ensuring transparency, accountability, and compliance.

How do approvals help with compliance?

Approvals ensure that submitted forms and actions are reviewed, logged, and tracked, creating a clear audit trail. This improves compliance by maintaining oversight and reducing risks associated with unreviewed workflows.

Can I assign specific approvers for forms and actions?

Yes, Lumiform allows you to assign specific approvers for forms and actions. Approvals are automatically routed to the correct parties based on predefined workflows, ensuring the right people are involved.

How can I track the status of approvals?

You can track approval statuses in real-time with updates like Pending, Approved, Rejected, or Changes Requested. All changes and comments are logged directly in the forms or actions for full transparency.

How do approval notifications work?

Lumiform sends instant notifications when an approval is required or updated. Alerts for approvals, rejections, or requested changes ensure workflows stay aligned and avoid unnecessary delays.

Can I view all approvals in one place?

Yes, all approvals are displayed in a central index table. You can filter and sort approvals by approver, status, or other criteria for a complete overview of your workflows.

How does the Approvals feature integrate with workflow automation?

The Approvals feature works seamlessly with Lumiform’s workflow automation tools, allowing you to route, track, and finalize approvals as part of your standardized processes.

Can I include approval details in reports?

Yes, approval details such as status, approver, date, and comments are automatically included in submitted form reports and exports (PDF, Word), providing a comprehensive audit trail.

Are approvals available in Lumiform’s mobile app?

Absolutely! You can review, approve, or request changes to forms and actions directly from the Lumiform mobile app, whether online or offline, ensuring flexibility and efficiency.

How do approvals enhance team accountability?

By assigning specific approvers, logging all changes, and providing clear status updates, Lumiform’s approvals foster accountability. Teams can ensure tasks are properly reviewed and finalized before moving forward.

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