Simplifying Software Approval Workflow with Workelevate: A Step-by-Step Guide
Software installations and approvals can often be a cumbersome process. To streamline this workflow, Workelevate offers a user-friendly platform that automates software approval processes through a chatbot interface and admin console. In this guide, we will walk you through how end-users can effortlessly download approved software, as well as request new software options for approval, all within the convenience of a user-friendly digital workplace platform.
How can employees install or request software using the Workelevate chatbot?
Start a conversation with the Workelevate chatbot by typing your intent or selecting “Software Deployment” from the provided options.
The chatbot will guide you through the process of installing or requesting software. Here’s what you need to do:
- Browse through the list of pre-approved software tailored to your department or individual requirements.
- Select the desired software by clicking on it. The platform will install the software on your device.
If the software you need isn't listed, follow these additional steps:
- Click on “Request New Software.”
- The chatbot will provide you with a list of software options that you can request for approval.
- Select the desired software from the list.
- Your request will be sent to the respective administrator for review and approval.
Once your request is confirmed, you will receive an email notification in your mailbox. This email will serve as confirmation that your request has been approved. Furthermore, the requested software will be added to the available list, allowing you to easily download and install it on your system. This ensures that you can conveniently access and utilize the approved software for your needs.
How is the software approval workflow streamlined?
Access the administrative console and navigate to the "Approval Management" section.
In the "Approval Management" section, administrators will find employee requests that require action.
Administrators can review and respond to employee requests in the following manner:
- Review the request and consider any additional comments provided by the employee.
- Approve or reject the software request.
If necessary, add comments to provide feedback or clarification.
How can administrators configure the software approval workflow process?
In the "Configuration" menu, find the "Workflow Configuration" section.
Select the "Edit" action to customize the workflow.
Within the Workflow Configuration section, administrators can perform the following actions:
- Specify the approvers for software requests.
- Enable or disable email notifications for approvals.
- Prioritize the order of approvals.
- Add or remove approvers.
By configuring the workflow, IT administrators can orchestrate the approval process to align with specific organizational requirements.
- Mastering IT Asset Management Best Practices with Workelevate
- CIO’s Checklist: Leveraging Employee Chatbots for Digital Transformation
- 5 Key Elements of a Positive Digital Employee Experience and How to Achieve Them
- The Potential of AI in HR: Top Tactics and Statistics 2023
- 5 Common IT Issues and How to Automate Them with Self Service Chatbots