KeepableWrite the rule once, no be every time you send
Document type, approval order, people, and wetin must return. Set am once so e stays the same every time. That part dey fail when process dey only for person head and the person go leave.
Set the route once. Use am again.
Plan records wetin you dey send, the desks wey approve, sign or add something, their order and wetin recipient needs return. Use am again for repeat work, or skip plan for one-time send.
Example to explain am
Quarterly statements · 12,400 recipients
- Drafted
- Approved
- Sent
- Complete
Every desk wey approve am dey for the record, with the person and time.
Wetin you fit do with am
Keep approval inside your organisation
Your desks approve in your order, with required number where needed. Approval and the sent document stay as one item, instead of email thread and PDF wey person must match later for March.
Run am again without rebuilding am
Same plan for next quarter, next batch, next payroll. Or no plan for one-time letter, because no be everything need process, and people bypass tool wey insists.
Approval wey dey on record stays easy to find when audit time reach.
Wetin plan says
Document kind, who approves, their order and wetin you need back.
Who dey approve
Named person, group with required count, group for your own staff list, or somebody outside company.
Wetin gets recorded
Every approval as e happens, with person, time and written reason for rejection.
Questions and answers
Wetin dem fit actually ask desk to do?
Approve, sign, acknowledge or contribute. Contribute means desk attach something without decision: valuation, credit memo or site photos. Anywhere approval dey, rejection dey too: e stops route, returns file and needs written reason. Next person wey opens rejected file must fix am; "rejected" alone no explain anything.
How committee dey approve?
Put group for desk and set how many must act. Na exact count, never percentage: "two people" no fit quietly turn to "one" because person leave. When desk points to group for your staff list, we read members from your provider as desk opens, no be from copy. If members no reach required count, desk opens blocked and says why, instead of waiting forever for impossible approvals.
Person outside company fit approve something?
Yes. External person na proper desk type, for legal adviser, auditor or the other party wey must approve before sending.
How runs dey start?
By hand from portal, from your own systems, or schedule wey you write as cron expression, using Lagos time unless you choose otherwise. Every plan fit run through API whichever option you choose. No trigger to watch folder: connected storage dey read when you use am, never copied, so nothing dey to watch.
Person wey dey act must choose the desk dem dey answer?
No, and dem no fit. The action completes whichever desk dey open, as our system determines. If client fit name the step, e fit claim which desk dey open and sign for desk wey moved on ten minutes ago.
I must build plan for everything?
No. One-time letter no need plan. Tool wey forces process for one letter na tool people bypass; bypassing puts approval back inside email thread.
The limit
Plan na your process, no be ours. Keepable no go tell you who should approve loan letter, and e no replace the system where dem made the original decision. E carries approval and proof together, so approval and document stay one item instead of two records wey person must match later.