How I Built It: Two-step approval process and audit trail

maist1 · 2023-10-18T16:35:47+00:00

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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.

https://play.vidyard.com/hzp6GZRX8mEZgzukTTcTfD

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.

Comments

AmyX

Hi Mitch,

Thanks for sharing this!

In your approval design, do you capture the submitter and date of submission in your audit trial by any chance?

Thanks,

Amy

maist1

Hi @AmyX In this demo, I didn't include the submitter and date in the audit trail.

The User can be captured with an additional load action. This action loads the audit trail line items from a saved view of a module dimensionalized by the User list.

The date can be loaded to the audit trail but needs a source, like a user-input cell.

Hope this helps!

AmyX

Thank you, @maist1 !

elif

Hi Mitch, thank you for such an informational video and your generosity for sharing your knowledge! I am wondering if there is a way automatically inform the manager once analyst submits his work. How the manager will be notified each time? Thank you!

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