Approval & Assumptions Repository

Document why decisions are made and have them searchable in one place.

You can customize labels, fields, channels, and behavior. Questions? Contact Us

What are the benefits of using this template?

Speed decision-making and execution. The flexible intake form contains appropriate questions aimed at helping each requester present a complete picture and speed up the process. Team members anywhere are notified as soon as a decision is made, and they swiftly take action. Managers eliminate unnecessary meetings since everyone is kept informed of each project’s progress.

Preserve institutional memory. “Can you remind me why we made that decision a year ago?” The answer will now be at your fingertips. All documents and assumptions are sitting alongside each decision.

Configuration

You can always edit these settings in your admin console.

Project Types

• I need to hire someone
• I need to buy something
• Promotion
• Compensation change
• Special commission/bonus
• Offer

Channels

• Sign-off
• HR
• IT