SkolzoSkolzoHelp

Admins & finance · Governance

Approvals & workflows

Self-paced · updated with each release

Audience: School admins, finance, principals, HR
Duration: ~1 hour
Prerequisites: Getting started · Finance

Learning objectives

  • Route discount, scholarship, and fee exceptions through approvers
  • Use CRM and ERP approval queues consistently
  • Connect approvals to finance and admissions policy
  • Audit who approved what

1. Where approvals live

Product Route Typical requests
CRM /school-panel/approvals Admission discounts, scholarship offers, sensitive CRM actions
ERP /erp/approvals Fee discounts, expense vouchers, HR/finance sign-offs

Institution policy defines which items require approval — configure roles in IT admin.

2. Requester workflow

  1. Staff initiates action in context (e.g. fee discount on invoice, expense in finance ops).
  2. System creates pending approval if amount or type exceeds threshold.
  3. Requester tracks status in Approvals inbox.
  4. On approve, downstream action completes (invoice updated, payment recorded).
  5. On reject, requester receives reason and can revise.

3. Approver workflow

  1. Open /school-panel/approvals or /erp/approvals.
  2. Filter pending items assigned to you or your role.
  3. Review supporting notes and attachments.
  4. Approve or Reject with mandatory comment for audit.

Principals and finance heads often share approver queues — align with Principal guide.

4. Common approval types

Domain Example Related guide
Admissions Custom fee package on lead Counselor
Finance Large fee waiver Finance
HR / expenses Expense claim Finance § Finance ops
Documents Sensitive DMS publish Certificates & documents

5. Notifications & SLA

Approvers receive in-app alerts (Communications). Pair with CRM SLA (/school-panel/sla) for admissions response times — separate from financial approval SLAs but same discipline.

6. Audit & trust

Approval history appears in item timeline and supports Trust center exports (IT admin § Trust center).

Practice exercise

  1. Submit a demo discount request (training tenant).
  2. Approve it with a second admin login.
  3. Verify invoice or lead record reflects approved state.

Troubleshooting

Approval stuck — Approver on leave; reassign role in /school-panel/users or escalate second approver in policy.

Duplicate requests — Cancel pending duplicate before resubmitting.

See also