Summary
In short
- An approval workflow record is an engine used in General that records a decision that needs more than one signature, holding who approved what and in what order. It is built against ISO 9001 cl.7.5 and forms part of the Management System Governance programme.
- Used wherever a record needs staged sign off. Completed by each approver in turn.
- The template holds 34 fields across 4 sections, with approvals repeating for each entry.
- Scoring is approvals complete, where high is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: used by any template needing staged approval.
What it is
What it is
What is an approval workflow record?
An approval workflow record is an engine used in General that records a decision that needs more than one signature, holding who approved what and in what order. It is built against ISO 9001 cl.7.5 and forms part of the Management System Governance programme.
When is an approval workflow record completed?
An approval workflow record is completed automatically, whenever the upstream record it watches changes. Used wherever a record needs staged sign off.
When to use it
When to use it, and when not to
This engine is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this engine covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form APPR-2026-000
- You are running the Management System Governance programme and this is one of its steps
- A linked record needs this one to exist: used by any template needing staged approval
Not for
- Risk Assessment, which the single risk assessment used across the whole business.
- Root Cause Analysis, which finds out why something happened rather than who was involved.
- Corrective and Preventive Action, which the single action record used everywhere.
- Anything outside General, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the approval workflow record template based on?+
It is built against ISO 9001 cl.7.5. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the approval workflow record contain?+
There are 4 sections: header, approvals, related records, outcome. Together they hold 34 fields, 25 of which are required.
How often is an approval workflow record raised?+
A new record is raised automatically, whenever the upstream record it watches changes. Each one is given an ID in the form APPR-2026-000, so it can be traced and referenced from other records.
Which programme does the approval workflow record belong to?+
It is part of Management System Governance, Master Data and Foundations. One integrated system rather than four running in parallel and exhausting the same people.
How is an approval workflow record scored?+
Scoring is approvals complete. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the approval workflow record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the approval workflow record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in General — control tower. The orchestration layer. Registries and engines every other workspace reads from.
Meet General→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization