Design a request form with an approval flow
Designs a request form and a simple approval flow for one kind of request, with fields, approver roles and time limits, as a draft for policy review.
Task:
Design a request form and an approval flow for [type of request, such as purchase requests or time off].
Context:
Requests come from [who submits] and are approved by [roles that approve]. We handle about [number] requests a month. Today the process is [current process] and the problem is [main problem]. The form will be built in [form or approval tool].
Rules:
- List at most 10 form fields, mark each required or optional, and say why each is needed. Leave out fields that nobody will use.
- Define the approval path by role, with a limit above which the next role must approve, using placeholders for amounts or thresholds.
- Give each step a time limit in working days and say what happens when nobody responds.
- Collect no more personal data than the decision needs. Use roles, not named people, and make no decisions about named individuals.
- Treat the flow as a draft to check against company policy, internal control rules and local law before use.
Result:
A table of the fields with the columns field, required and reason, followed by the approval path as a numbered list of at most 6 steps.