How I Built It: Two-step approval process and audit trail
Greetings fellow Anaplanners!
In this episode of ‘How I Built It’, I show you how I build a typical two-step approval process and corresponding audit trail in Anaplan.
This functionality accomplishes the following requirements:
- Analyst users can submit a batch of process data or model results.
- The manager user then can choose whether to approve or reject the submission.
- Anaplan captures data about EACH action in the business process, creating the audit trail.
What other kinds of approval processes have you encountered? What other methods have you seen for this type of functionality? Let me know in the comments!
All the 'How I Built It' tutorials can be found here.
About the Author: Mitch Aist has been a Master Anaplanner for 6+ years. During that time, he taught Anaplan at the university level and developed solutions across a wide range of industries for FP&A, workforce planning, and sales operations planning use cases.