Purchase request, above 50,000 approval template
For purchases above 50,000. After the budget holder approves in stage 1, finance, procurement (tender or three quotes on file) and legal review in stage 2, and the CFO gives the final approval in stage 3.
- App: Approval Flow for Jira
- Category: Procurement
- Edition: Needs a paid licence (approval policies are a paid feature)
- Sign-offs: 5, 5 required, in sequential stages
Sign-offs
#| Sign-off | Required | Approvers needed | Stage |
|---|---|---|---|
| Budget holder approves the spend | Required | 1 | 1 |
| Finance review of budget and cash flow impact | Required | 1 | 2 |
| Procurement: tender or three quotes on file | Required | 1 | 2 |
| Legal review of the contract terms | Required | 1 | 2 |
| CFO approval | Required | 1 | 3 |
A stage opens only when every lower stage is signed off. Sign-offs without a stage can be given at any time.
Use it
#A Jira administrator opens Jira settings, Apps, Approval Flow settings, tab Templates, and clicks Install next to the template in the Template library section. It becomes an ordinary approval policy: apply it to a work item from the panel, or map it to an issue type. Approvers are people, so templates never contain any: assign them on the work item or with an approval rule.
Related
#- Approval Flow for Jira documentation
- Jira approval templates: all 24 templates