Stanki Guild

Templates / Approval Flow

Travel request approval template

For employees planning business travel before anything is booked. The line manager approves purpose and dates, and the cost must be within policy or finance must approve the exception.

Sign-offs

#
Sign-offRequiredApprovers needed
Line manager approves purpose and datesRequired1
Travel cost within policy, or finance approves the exceptionRequired1

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.

#