Skip to main content

Testing Kissflow To Create an Approval Process

By

I was really impressed with Kissflow ( which integrates with Google Apps ), a tool for running processes.  I'm working with lots of departments at the moment that are doing, or trying to improve their processes using Google Spreadsheets but this may offer a more complete solution.

It works like this....

First you design a form as if it was one big form for the entire process, with different sections. 



Next, you create a diagram of your workflow that can contain, approval requests, requests for more information, and queries. You can also create parallel processes and I liked the way you can create sub-process blocks.

At each stage you add the people who need to complete it.

The next step is to then sort of define who needs to see which bits of information at which stage.



 And finally you publish and initiate your process.

I have created one to request to create a new programme. It basically goes,

  1. Create a request
  2. Get approval to go ahead
  3. Check funding
  4. Broader consultation
  5. Final Sign off
  6. Notify everyone that needs to know it has been approved
And then once you initiate a request, people can participate either from a nice dashboard or from their email intray. I need to look into this further, but using the demo version, first run through, I like it.

Are there any other great tools that people are using to run quite complex processes?






Labels:

Comments

Post a Comment

Popular posts from this blog

Writing a Simple QR Code Stock Control Spreadsheet

By
At Theatre, Film & TV they have lots of equipment they loan to students, cameras, microphone, tripod etc. Keeping track of what goes out and what comes back is a difficult job. I have seen a few other departments struggling with the similar "equipment inventory" problems. A solution I have prototyped uses QR codes, a Google Spreadsheet and a small web application written in Apps Script. The idea is, that each piece of equipment ( or maybe collection of items ) has a QR code on it. Using a standard and free smartphone application to read QR codes, the technician swipes the item and is shown a screen that lets them either check the item out or return it. The QR app looks like this. The spreadsheet contains a list of cameras. It has links to images and uses Google Visualisation tools to generate its QR codes. The spreadsheet looks like this. The Web Application The web application, which only checks items in or out and should be used on a phone in conjunctio
60 comments
Read more

Inserting A Google Doc link into a Google Spreadsheet (UPDATED 6/12/2017)

By
This article looks at using Apps Script to add new features to a Google Spreadsheet. At the University of York, various people have been using Google spreadsheets to collect together various project related information. We've found that when collecting lots of different collaborative information from lots of different people that a spreadsheet can work much better than a regular Google Form. Spreadsheets can be better than Forms for data collection because: The spreadsheet data saves as you are editing. If you want to fill in half the data and come back later, your data will still be there. The data in a spreadsheet is versioned, so you can see who added what and when and undo it if necessary The commenting features are brilliant - especially the "Resolve" button in comments. One feature we needed was to be able to "attach" Google Docs to certain cells in a spreadsheet. It's easy to just paste in a URL into a spreadsheet cell, but they can often
111 comments
Read more

A Working Booking System In Google Sheets

By
Working with Andras Sztrokay we had another go at a booking system. This time it was to enable staff to book out a number of iPads over a number of days. You select the days you want, then select the Booking menu. Andras did an amazing job. It even creates a daily bookings sheet so you can see who has which iPads. To see this in action, go  here  and  File > Make a Copy (I won't be able to support you this is just provided to maybe give someone else a leg up, good luck!)
Post a Comment
Read more