When is it recommended to define Approval Rules based on Categories vs. Teams?
In ControlHub, your decision to define your Approval Rules based on Categories or Teams will most likely depend on the specific requirements and structure of your organization. Here are some considerations to help you decide:
- When creating an Approval Rule, defining rules based on Teams is suitable for companies with clear Team structures where users purchase exclusively for their respective teams. Users will not be prompted to select their team when making a request since they are already pre-assigned to a team.
- On the other hand, defining rules based on Categories offers more flexibility. Users making requests will be prompted to select the category that the purchase will be assigned to, providing greater customization and adaptability for diverse projects or processes.
Consider the following scenarios to help you choose between Categories and Teams:
- If your organization is small and does not have many distinct teams or departments, using Categories might be simpler and more effective.
- If your organization is more structured and teams and/or departments are clearly defined, defining Approval Rules based on Teams can provide better control and streamline the approval process.
- If there is a mix of projects or processes that do not fit neatly into specific categories or teams, you can consider a combination of both approaches. You can create some rules based on Categories and others based on Teams to cover all the necessary scenarios.
Ultimately, the decision between Categories and Teams for defining Approval Rules depends on the specific context and needs of your organization. It is recommended to evaluate the structure and requirements of your organization and choose the approach that aligns best with your workflows and approval process.
