Approval Workflows - Meta Tour


Approval Workflows

Configure multi-step approval processes

Active Workflows

4

Currently enabled

Pending Approvals

7

Awaiting action

Avg Approval Time

4.2h

Across all workflows

Workflow Definitions

Quote Approval

3 steps • Last triggered: Mar 24

Active

Booking Confirmation

2 steps • Last triggered: Mar 25

Active

Payment Authorization

3 steps • Last triggered: Mar 23

Active

Cancellation & Refund

4 steps • Last triggered: Mar 20

Active

Credit Note

2 steps • Never triggered

Inactive

Agent Commission

2 steps • Never triggered

Inactive

Quote Approval Workflow

All quotes above R25,000 require manager approval. Quotes above R100,000 require director sign-off.

1

Consultant Review

Consultant • R0+ • 24h timeout • Auto-approve

Auto-approve
2

Manager Approval

Manager • R25,000+ • 48h timeout • Required

Required
3

Director Sign-off

Director • R100,000+ • 72h timeout • Required

Required

Pending Approvals

7 waiting
Item Type Value Submitted By Waiting For Time Waiting Action
QT-2026-0043 Quote R87,400 Sarah Wilson Manager 3h 15m
QT-2026-0044 Quote R124,600 Pierre Dubois Director 1h 45m
BK-2026-0389 Booking R234,500 David Nkosi Manager 45m
PAY-2026-0348 Payment R156,800 Lisa van der Merwe Finance Manager 2h 30m