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Travel approval workflow
I am looking to make a workflow for travel approval .
As the request form should be accessible for all employees I would like to use a webform. Approval shall be done by the Project Manager if travel is project related or the respective Line Manager if it is for non project travel (training, conferences,...).
The Project Manager's and Line Managers should get a report which shows their travel approval requests only.
Can somebody provide a template for a workflow like that?
Comments
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What type of things are you trying to track? There are a few templates you could check out. Search for “travel” in the template gallery. Specifically Expense Report. Its a great starting place to track travel expenses.
You can use the report builder to build reports that only show items relevant to each manager. Here’s info on reports: http://help.smartsheet.com/customer/portal/articles/522214-creating-reports
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You can start with
https://www.smartsheet.com/solutions/expense-report
It is the best solution I found.
You will need do some work for your custom approval process.
Thanks
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Please provide data samples.
Based upon information you provided I created basic prototype .
Request Empl Category ProjMgr Line Manager Status RecNumber
NY Trip John non-project Mark Cathy Req 1
NJ demo John project Mark Cathy Req 2Let me know if above data represents your question.
I will include prototype for reports and security later.
Thanks
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Security Details :
Requestor and Approver will have access to the records belonging to them.
Once Request is made then Requestor should not be able to modify data.
Once Request is approved then Requestor should not be able to modify data.
Any thing you would like to add regarding security ?
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