General Finance Department Request

This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of this page. Directions for importing processes.


In the scenario below, a Finance department wants to avoid "ping pong" emails where a request is handled via multiple interdepartmental emails. We've set up a simple request form to gather information to process before selecting the best finance staffer to handle it. We've included the ability to send a request back for more information if needed. You can read more about this process and routing based on skills here.

skills-based-routing-finance-form.png

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Note: Right-click on the button and then select "Save Link As" to download the .JSON file and avoid opening the file in your browser.

Download the Process