Help Centre menu

Asset management · 4 steps

Set up approval workflows

Define who must approve asset requests by type and amount, so high-value purchases always go to the right people.

1Open the Approvals settings

Go to Asset Management → Settings and open the Approvals tab. Turn on Require approval for requests so new requests follow a matching workflow, and Notify approvers to send an in-app notification when a request awaits someone.

Scalar360 screen: Open the Approvals settings
Numbered outlines show what to click, in order.

2Review your workflows

Approval workflows lists each chain with what it applies to, the minimum amount and the number of levels. The one marked Default is used when nothing more specific matches. Choose New workflow to add one.

Scalar360 screen: Review your workflows
Numbered outlines show what to click, in order.

3Say when the workflow applies

Enter a Workflow name, choose Applies to — all requests, purchases only or service only — and set a Minimum amount. It then triggers only when the estimated cost is at least that much.

Scalar360 screen: Say when the workflow applies
Numbered outlines show what to click, in order.

4Add the approval levels

Under Approval levels, choose Add level for each step and select the approver for it. Levels are approved in order, top to bottom. Choose Create to save the workflow.

Scalar360 screen: Add the approval levels
Numbered outlines show what to click, in order.
Raise an asset purchase or service requestAsk for a new asset or a repair, with an estimated cost and the people who must approve it, and follow the request until it is fulfilled.Approve or reject a requestWork through the approval levels, then turn an approved purchase into an asset on the register.

Still stuck? Contact our support team — or start a free trial to try this in your own company.