Engagifii WORKFLOWS

Maximize Efficiency

Member-based organizations can be complicated and layered organizations with varying needs. So, we built an approval workflow process to minimize confusion, and maximize return. Whether your organization requires approval or authorization for course registrations, purchases of goods, services, and subscriptions by individual members or member organizations, we’ve created a simple, streamlined, workflow module that meets even the most complex requirements. Attach a workflow to any sale across the entire Engagifii platform.

Multi-step processes and approvals are essential to organizations, but time is wasted and errors occur when they’re carried out manually. Learn how Engagifii WORKFLOWS automates multi-step processes and approvals, providing everyone with visibility to progress so that decisions get made and communicated at top speed.

WORKFLOWS FOR APPROVERS

Making it easy to approve spending, trainings, leave, and more through every rank of your organization.

All in One Place

Managing a lot of people with a lot of approval requests? Keep them all in one place inside Engagifii WORKFLOWS.

Easy-to-Create Workflows

Flexible enough to create sequential or individual workflows with AND or OR statements and inclusive enough to feature multiple people and default approvers. Set time limits at each stage of your workflow, and create as few or as many workflow steps as you need.

Custom Notifications

Want your approvals sent to your email for a quick “approve” or “deny”? You’ve got it. If instead, you want all requests to stay inside the Engagifii WORKFLOWS dashboard and inbox, that’s possible too.

WORKFLOWS FOR APPROVEES

Get your requests approved in a snap

Review Current Requests

Review all of your submitted requests in one, easy-to-navigate space.

Easy-to-Monitor Statuses

Monitor the status of each of your requests in real time.

Custom Notification Management

Want the results of your approvals sent to your email? You’ve got it. If instead, you want all requests to stay inside the Engagifii WORKFLOWS dashboard and inbox, that’s possible too.

WORKFLOWS FOR ADMINISTRATORS

The end of bottlenecking.

Understand the Bottleneck

In multi-step workflows it can be difficult to understand where a potential bottleneck comes from. As an administrator, Engagifii WORKFLOWS gives you the transparency you need to understand where and why a process is stuck.

Manage the Bottleneck

Once you understand the bottleneck, manage the process by either manually overriding the step that is stuck or updating a time limit to prevent additional time from being wasted.