Approval or Task

Kohei Tominaga1
Tera Expert

Hello

 

I would like to configure workflow when employee submit a service request.

Before HR agent start working, the service needs to get confirmation of subject person manager.

I can add the step of manager confirmation with using Service Activity functionality but I am thinking which approval or task is good in this case.

 

Is there any definition of Approval and Task or any best practice, guidelines in which case we should use Approvals?

1 REPLY 1

Sabrina Ethridg
Tera Guru

What is the purpose of the manager's confirmation?   Is it to say yes or no to the employee being able to do/have something and based on their answer a different outcome happens?   If so, then I'd recommend using Approval and defining what happens if the manager says yes (ex: the case get assigned to a group) or no (ex: the case gets cancelled)

 

If the manager just needs to acknowledge that the employee has asked for something you could use a Task with a Task type of Mark When Complete or Checklist.