Looking for Community Thoughts on How you handle Customer Approvals
We are looking at trying to implement a more automated request approval process for some of our tickets. Specifically, we do support work and development work. Where development work must first be approved by someone authorized to approve development work (there could be a group of individuals allowed to authorize)(to keep this simple at least first we only intend on requiring a single individual to approve work). So we want to know:
How do you handle customer approvals? How do you make sure an approval request goes to the correct individuals? How do you update the ticket once approval has been given? How do you make sure work is not completed until approval has been given? Do you use any apps or integrations?
Let us know your process! We really appreciate the community discussions and encouragement here. Provide as many details about your customer approval process as you allowed (we don't need anyone getting into trouble over this).
Examples:
Customer approval needed for...
- Travel
- Expenses
- Development Work
- Support Work
- Use of unallocated/allocated hours
- etc.
