Configure approval thresholds

Whether you need approvals from a select group or want to establish a threshold for rejections, this feature allows you to customize the process to fit your organizational needs with:

• Minimum Approval Thresholds:

  • Description: Set a minimum number of approvals required for a document to be approved. This feature is flexible, allowing for a percentage or fixed number of approvals relative to the total approvers asked.

  • Common Use Case: For general decisions, requiring a simple majority may suffice, whereas critical decisions might need a higher threshold to pass.

• Rejection Criteria:

  • Description: Define how many rejections are needed to veto a document. This helps prevent progress on documents that have significant opposition.

  • Common Use Case: In sensitive or high-stake projects, a small number of critical rejections (e.g., 2 out of 10) can be set to ensure broad consensus.

By implementing these settings, you can maintain a balance between control and flexibility, making the approval process both rigorous and efficient.

#1. Click on Capable Approval

#2. Select users for approval

#3. See how many responses are required with the status bar

#4. Click on the Settings cog to change thresholds

#5. Visualise the thresholds with the status bar