How can I test a stand-alone solution?

How can I test a stand-alone solution?

Please follow the steps below to test a stand-alone solution:
  1. In the Organisation selection section click on "+ Add an Organisation":

  2. In the pop-up window, select Connect Later and click on NEXT:

  3. Then, click on the CREATE button and design your own approval workflow: add Requesters and Approvers, specify rules and conditions. You can create as many approval steps as you need, before adding the relevant Approvers for each step by typing in their email address.

  4. When you finished the setup, activate your approval workflow:

  5. To create a new request, click on the CREATE NEW button in the top right-hand corner.
    Then select your Organisation and workflow, and click on the CREATE A REQUEST button:

  6. Fill in all necessary data in the request window and submit it for approval.
The request will now pass through the approval steps as set in the workflow based on rules. 
Once the approval process has been completed, an approval audit report gets attached to each request.

    • Related Articles

    • Where I can find a reporting function? (Stand-alone)

      To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
    • Getting started guide for stand-alone workflows

      What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
    • What is the Watcher functionality? (Stand-alone)

      The Watcher functionality in ApprovalMax allows users to closely monitor and stay informed about specific approval requests within the system. When a user is assigned as a Watcher for a particular request, they will receive notifications and updates ...
    • Contract approvals (Stand-alone)

      Stand-alone requests allow users to initiate approval processes for specific documents or transactions independent of any existing workflow/ integration with accounting system. ApprovalMax enables multi-step approval workflows for such matters. Among ...
    • Who can add Watchers to a request? (Stand-alone)

      Other watchers Requesters Any Approver of the request (in any approval step) Organisation Administrators Watchers, Requesters, and Approvers are eligible to hold any Organisation role (e.g., auditor, user, etc.) allowing them to add watchers to a ...