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Simplifying Software Approval Workflow with Workelevate: A Step-by-Step Guide

Effortless Software Approval

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?

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.

Software Deployment

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.
Select the desired software

If the software you need isn't listed, follow these additional steps:

  • Click on “Request New Software.”
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?

Workelevate’s administrative console empowers system administrators to efficiently manage software whitelisting, review employee requests, and provision approved software. Here’s how administrators can streamline the software approval workflow:
software approval workflow streamlined

Access the administrative console and navigate to the "Approval Management" section.

Access the administrative console

In the "Approval Management" section, administrators will find employee requests that require action.

administrators will find employee requests

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.

Administrators can review and respond
The software approval workflow involves multiple levels of approval to ensure compliance with organizational policies and licenses. The request needs to be approved by the IT administrator, manager, and other stakeholders involved in the approval process. This mechanism ensures that the usage of requested software aligns with the organization’s software usage policy.

How can administrators configure the software approval workflow process?

Administrators can configure the software approval workflow according to organizational policies and employee needs. Follow these steps:
Workelevate admin console and navigate
Access the Workelevate admin console and navigate to the “Configuration” menu.

In the "Configuration" menu, find the "Workflow Configuration" section.

Workflow Configuration

Select the "Edit" action to customize the workflow.

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.

Wrapping Up

Overall, Workelevate streamlines the software approval process, making it more efficient, transparent, and user-friendly for both employees and administrators. With automated workflows, easy access to approved software, and customizable configurations, Workelevate saves time and helps manage software compliance within organizations.

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