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Goedkeuringsbeleid
Zet uw goedkeuringsmatrix om in expliciete voorwaarden, verantwoordelijke posities en gecontroleerde routes.
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An approval policy describes which checks and decisions a request must pass before work may continue.
Start from the company rule
Name the decision type, legal company, responsible positions, limits, evidence and exception handling. A spreadsheet can be the source for discussion; the published process must express the supported rule precisely.
Example purchase matrix
| Amount | Illustrative route |
|---|---|
| Under $10,000 | Manager |
| $10,000 to $50,000 | Manager → Finance |
| $50,000 to $250,000 | Manager → Finance → CFO |
| Above $250,000 | Manager → Finance → CFO → CEO |
The table illustrates an organization-specific policy. It does not define Railbase's default limits or imply that every reviewer has final approval authority.
More than an amount
Company, department, purchasing category, risk, delegation and separation of duties may affect the route. Document which conditions are mandatory and who owns an exception.
From draft to active behaviour
Use Workflow Studio to configure the supported process. Select positions and participants from trusted company sources, resolve missing dependencies and follow the required publication path.
A draft does not silently change running work. Preserve the effective process revision and the policy used for each decision.
Test the boundary
Use representative requests below and above each limit. Include a missing document, an absent approver, expired delegation, conflicting duties and a returned request. Verify the assigned role, permitted action, visible result and recorded decision.
Authority and delegation · First-process guide
Apply this to Acme
Acme's case requires quotation, project justification and independent budget/financial review for the $6,000 request. Configure the supported route with these prerequisites and preserve any locked Product rules. Test Tom's missing justification, return and resubmission; check that another person's assignment or an expired delegation cannot be used. The generic matrix above is a teaching example, not a substitute for Acme's published route. Continue to Studio.