🎉 Introducing Approval Workflows

Hey there,

ClearPoint Strategy is proud to unveil a game-changing addition to our platform—Approval Workflows! This innovative feature is meticulously crafted to provide comprehensive oversight and meticulous control over edits, updates, additions, and deletions within your ClearPoint Strategy environment.

🛡️ Elevate Control and Oversight: Introducing Approval Workflows

Approval Workflows introduce a robust mechanism for managing changes within ClearPoint Strategy, offering administrators the ability to configure detailed approval processes at the scorecard level. This ensures that every modification undergoes rigorous scrutiny before being finalized, safeguarding data integrity and compliance with organizational standards.

Configurable Approval Process

• Scorecard-Level Configuration: Admins can define specific actions requiring approval—such as updates, edits, additions, and deletions—directly within the scorecard settings, enhancing flexibility and precision.

• Require Approvals Checkbox: By enabling this feature, administrators unlock granular control over which changes necessitate approval, ensuring only authorized modifications are implemented.

• Designate Scorecard Owner: Designate a singular Scorecard Owner responsible for overseeing and approving all changes, ensuring clarity and accountability in the approval process.

• Collaborator Permissions: Extend approval authority to multiple collaborators, granting them the ability to either approve changes or make edits without prior approval, fostering collaborative workflows.

Streamlined Workflow Management

Approval Workflows streamline the change management process with intuitive features that enhance user experience and efficiency:

• Real-time Alerts: Receive immediate notifications within edit modals and inline edits, prompting users to seek approval before changes are applied, minimizing errors and ensuring compliance.

• Pending Status: Modifications awaiting approval are clearly marked with a 'Pending' status on the Manage Elements page, preventing unauthorized alterations until approval is granted.

• Cancellation Options: Users retain flexibility with the ability to cancel pending changes directly from the Manage Elements page or the element's detail view, maintaining agility without compromising control.

Centralized Approval Management

Upon activation, Approval Workflows centralize approval-related activities through the dedicated 'My Approvals' page under the My ClearPoint tab, offering users a consolidated view of pending actions:

• My Approvals Section: Scorecard owners and designated collaborators access a comprehensive overview of pending changes, complete with detailed element information and approval status indicators.

• My Changes Section: Users initiating modifications requiring approval can effortlessly track their submissions, ensuring transparency and accountability throughout the approval lifecycle.

Benefits of Approval Workflows

ClearPoint Strategy's Approval Workflows empower organizations with:

• Enhanced Governance: Ensure every change is thoroughly vetted and authorized, maintaining data integrity and regulatory compliance.

• Efficient Processes: Streamline approval workflows to accelerate decision-making and minimize turnaround times for strategic updates.

• Collaborative Agility: Facilitate teamwork by empowering designated users to participate in the approval process, fostering collaboration and accountability across teams.

Getting Started with Approval Workflows

Approval Workflows in ClearPoint Strategy not only elevate your control over changes but also equip you with robust tools for managing approvals with precision. Empower your team to streamline processes and ensure all modifications align with your strategic objectives. It's time to enhance your oversight and optimize your approval workflows for greater efficiency and accountability.

Discover the transformative potential of Approval Workflows in optimizing your strategic data management with ClearPoint Strategy. Contact your Customer Success Manager today or visit the ClearPoint Strategy Support Center to learn more about integrating Approval Workflows into your workflow. For questions or assistance, reach out to [email protected].

Harness the power of meticulous oversight and controlled change management with ClearPoint Strategy's Approval Workflows. Start optimizing your strategic operations today! 🌟