{"id":7605,"date":"2025-08-05T08:51:18","date_gmt":"2025-08-05T00:51:18","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=7605"},"modified":"2025-08-12T08:04:27","modified_gmt":"2025-08-12T00:04:27","slug":"requests-multi-step-processing-sign-off-with-auto-assignment","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/requests-multi-step-processing-sign-off-with-auto-assignment\/","title":{"rendered":"Requests: Multi-Step Processing Sign Off with Auto Assignment"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Introduction<\/strong><\/h3>\n\n\n\n<p>FacilityBot now supports multi-step sign-off for<a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/requests\/\"> Requests<\/a> with automatic assignment, enabling structured <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/workflows\/automating-workflows\/\">workflows<\/a> and ensuring that tasks are reviewed and approved in sequence by the right users.<\/p>\n\n\n\n<p>Requests will remain in the \u201cProcessing\u201d status as they pass through each sign-off stage. Once all steps are completed, the request status will automatically update to \u201cComplete.\u201d<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Requests - Multi Step Processing Sign Off with Auto Assignment\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/ecHwSqtrE9s?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Enabling Multi-Step Processing Sign-Off for Requests<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the FacilityBot Web Portal.<br><\/li>\n\n\n\n<li>Navigate to <strong>Settings<\/strong> \u2192 <strong>Requests<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXemjDMh_8GPkhO7DmjfdGziR5qruwFvmDigdrpHDswqwMRaLvWZr8TmBAOj9ZKt8CO8a1J265-XBgfrWPUepQm1YoiNz9ODC3DCW9BwaTmWLJ9MdlNegToc2tCM6RluSwRJ8SUV?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the request type you want to configure and click edit.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeOdUQxAqjgiyolXojw5LvC8BJkBo3IN4iGn2NnMRn5INhi6x6l6rqR_CCfa4R0YOt733eOFZmKiY95G_gdB79Z9zKT2IRvugeB3VE4xGY1VJJoRp0HUuYelZvU61BHGrygx582iA?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXf0cMn_B_Bg6e78mt6rRrXiHz77udBSIEvgoWjP3_EZxTiRdxwCVf2xFhI9YrFXBXR0H2ES_tt7OKXo5TJ07JD3-uDoJEO1dJ20DaWd2G6nqAdzabSalUx-GrojZPhBc_OwEIjQGw?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click + New Sign Off Flow<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXceC6NokYqjEYyNcd-Y9vvMglXsSu5UQYxlTvZNNTrngXiDITKae-6qD0oXZQfmUlpIQMt2LS7HHshpUMsIrf277uegbNtwc2tWX20Z2QkwIsOjsKvz6UXgGq4o348Y1DeUZSDj?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter a Sign-Off Flow name and assign a manager to each step. Requests start as <strong>Pending<\/strong> and move through <strong>Processing<\/strong> stages with each approval. Once all steps are approved, the request status changes to <strong>Complete<\/strong>. Then, click Submit.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXealD5jsaEn9yxi80KawiaS9CNqP3a83g5dxe5CrFGRK9flgOG-r2ECMqFVtdmag5WFUI8DAP6mG5Yx1bixllrtxNnknnNLkl425QoV1UT-LOIYt_Or1aW0ywWNk5cxOiblv94OYg?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcAB5025UHVGSCy3_PDZzxReSc22YpWobRSfmW7hcje31FoOHUsMfFJuFfQfhzdc5es4q0TXhRS9KKvVJHFJvaB1ylQeFMIPuJINn3sliZMuklmKl1AQDigTKsItF4c8mvPPZMf?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Approving Requests with Multi-Step Sign-Off<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once a request is submitted, it enters the <strong>Pending<\/strong> state and is automatically assigned to the <strong>first-step approver<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXd4yMp4ND8_mmSd-IiL_e_ZkHzxA_PZ9KHXNbOeraTTcoZ4pE0IIQEU3uI8kLjVyQjDlKd7575o4om_wrLgUF25GiCdfG-ihUFuQOjB2wnKjVoWDXfKTZnP4VMab5EToyaVWyD7Jw?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Approvers will receive a <strong>notification<\/strong> and can navigate to <strong>Features &gt; Requests<\/strong>. Under the request details, click the <strong>check icon<\/strong> to sign off.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXd4yMp4ND8_mmSd-IiL_e_ZkHzxA_PZ9KHXNbOeraTTcoZ4pE0IIQEU3uI8kLjVyQjDlKd7575o4om_wrLgUF25GiCdfG-ihUFuQOjB2wnKjVoWDXfKTZnP4VMab5EToyaVWyD7Jw?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter any <strong>remarks<\/strong> and confirm the approval by clicking <strong>OK<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcDn5oTHmNttZHwmWHcgRBxy7H3Wd-ATeaTVldKvuPOZIYuIFHcj6ZZvJUN6dgkBya9RHoPhDfjDGPnzXQ8tixUvQJTZB_J87OmsfflwTES5cSqOiXVVjy6PCQKuFNhMUpn_vMCLQ?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The request will automatically advance to the <strong>next approval step<\/strong>, reassign to the next approver, and update its status (e.g., <strong>Processing (Second Check)<\/strong>).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdHUH7VaRTRM3ZH17LS2lheDYRqnqAHT7eBXUQp8YT5m4wpyvEW0L9FPYFaxleU5QjEJ66MCpcOddNEArCMPXvrTXsNYKKO3RxiF44r-joo4CMyXPIro3hMPPc0U2HIMhsSYiCkww?key=DV5Z0tx58uqbqQKb7bof6A\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Repeat the approval process at each step. Once all approvals are completed, the request status will change to <strong>Complete<\/strong>.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>By enabling multi-step sign-off with auto assignment, FacilityBot helps ensure that every request follows a structured approval chain\u2014automatically routing tasks to the right people and maintaining full accountability.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction FacilityBot now supports multi-step sign-off for Requests with automatic assignment, enabling structured workflows and ensuring that tasks are reviewed and approved [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[44],"class_list":["post-7605","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - 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