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Your records and documents · Change who approves this

Change approvals safely, see the impact first

Change approval rules in plain words, see which pending items are affected, trial it quietly, then go live.

Live in part
Short answer

What does Change who approves this do? Process changes stop needing consultants or IT tickets, and no change quietly strands approvals already underway.

How it works

Pick a document type, an optional amount and who should approve; Kinnow states the rule in one sentence. Before you save, it counts the waiting items that would change route, and lists unclear ones as 'cannot tell'. Stricter rules can run as a silent trial first. Every version is kept with a plain summary and a one-click restore.

The detail that makes it real

The drafting assistant can only pick from set options and never applies a change; every proposal waits for a person it.

  • Records whose impact cannot be worked out are labelled 'cannot tell', not 'unaffected'. Items already in progress keep the sign-off order they started with.

Step by step

  1. An admin opens the approvals screen. In Admin, choose "Change who approves something".
  2. Say it in your own words, or pick from a list. For example, "purchase orders over 5 lakh need the finance manager". Or pick the kind of record, who approves, the amount, and how many people must approve.
  3. Kinnow states the rule back. It is written in one sentence. The helper only picks from set options, and if it reads a different amount from your words, your words win.
  4. See what it would do. "Show what this would do" counts the records now waiting that would have gone to different approvers. Older ones it cannot work out are shown as "cannot tell".
  5. A stricter rule runs as a trial. The current rule still decides every record. The trial is run on each new record, showing how many would go differently.
  6. Send it for approval. Nothing changes until someone approves it. Then it applies to new work, and records already waiting keep the steps they were given. Every version is kept with a plain summary and a button to put it back.

What you see on screen

  • Change who approves something. A box to say it in your own words, then the questions: which record, who should approve, above what amount, how many people.
  • Impact. "12 records now waiting would have gone to different approvers under this rule", with "For 3 older ones we cannot tell".
  • A stricter rule is on trial. Counts of new records seen and how many would differ, with an example, and a "Drop the trial" button.
  • History of this rule. Version lines such as "Step 2 added: finance manager", with who changed it and when, and "Put this version back".

Who uses it

WhoWhenWhat they do
Finance head or business ownerWhen policy changesDecides who should approve what, and sends the change.
A second approverAfter the change is sentApproves or sets it aside in the list.
Auditor or CAAt reviewReads the history of each rule and who changed it.

See your own approval rule drafted in plain words. Tell us one rule you would like to change and we will draft it for you.

Ask how this works for your approval chain. Bring your current approval chain and we will show it as sentences.

Related

Questions

What is Change who approves this in Kinnow?

Change approval rules in plain words, see which pending items are affected, trial it quietly, then go live.

What changes for the business?

Process changes stop needing consultants or IT tickets, and no change quietly strands approvals already underway.

Is it available today?

It is live in part: the core is built and parts are completing with early customers.

What happens to records already waiting for approval when I change a rule?

They keep the steps they started with. Only new records use the changed rule. Before you save, Kinnow counts the waiting records that would have gone elsewhere.

Can I undo a change to who approves something?

Yes. Every version is kept with a plain summary, and "Put this version back" restores one. It applies to new work from then on.

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