Introduction
FacilityBot now supports multi-step sign-off for Requests with automatic assignment, enabling structured workflows and ensuring that tasks are reviewed and approved in sequence by the right users.
Requests will remain in the “Processing” status as they pass through each sign-off stage. Once all steps are completed, the request status will automatically update to “Complete.”
Enabling Multi-Step Processing Sign-Off for Requests
- Log in to the FacilityBot Web Portal.
- Navigate to Settings → Requests.
- Choose the request type you want to configure and click edit.
- Go to other settings and click Manage Request Sign Off Flows under the Require Request to follow a fixed Processing sign off flow field. If this field is populated, all Requests with this Request Type will follow a fixed Processing sign off flow as configured.
- Click + New Sign Off Flow
- Enter a Sign-Off Flow name and assign a manager to each step. Requests start as Pending and move through Processing stages with each approval. Once all steps are approved, the request status changes to Complete. Then, click Submit.
- Now continue editing the settings of the request type under other settings and this time choose the process flow that we configured. Then click Save
Approving Requests with Multi-Step Sign-Off
- Once a request is submitted, it enters the Pending state and is automatically assigned to the first-step approver.
- Approvers will receive a notification and can navigate to Features > Requests. Under the request details, click the check icon to sign off.
- Enter any remarks and confirm the approval by clicking OK.
- The request will automatically advance to the next approval step, reassign to the next approver, and update its status (e.g., Processing (Second Check)).
- Repeat the approval process at each step. Once all approvals are completed, the request status will change to Complete.
By enabling multi-step sign-off with auto assignment, FacilityBot helps ensure that every request follows a structured approval chain—automatically routing tasks to the right people and maintaining full accountability.
