The Ultimate Approval Workflow

Send policies through structured review and approval workflows before publication. Set multi-step approval chains aligned with your governance structure to ensure proper sign-offs, department lead, compliance, committee, executive, and route each draft automatically to whoever holds that role today.

Accountability at Every Step

Approval Workflows That Help You Publish With Confidence

Clear Reviews. Clear Responsibility.

With clear visibility into review status and accountability at every stage, your organization maintains control without slowing progress. This ensures policies move forward efficiently while preserving the oversight required for compliance and governance.

MULTI-STEP REVIEWS

Configure layered approval chains that match your governance structure from department leads, compliance officers, executive sign-off, or committee review.

ROLE BASED ROUTING

Approvals automatically route to the correct individuals based on role or responsibility. This eliminates manual handoffs and ensures policies reach the right decision-makers every time.

STATUS VISIBILITY

Track exactly where a document sits in the approval process. Real-time status indicators prevent bottlenecks and reduce the need for follow-up emails or manual tracking.

COMMITTEE SIGN-OFF

A committee approves as a group and one decision goes on the record, with clear accountability for the body that made it. No chasing five individual sign-offs to represent one meeting.

Stay ahead of policy reviews

Automatically identify policies approaching review or renewal to keep documentation current and compliant.

Workflows do not only start when someone clicks send. A review date can trigger one, and so can a finding: an internal audit finding that cites a policy can push that policy straight into review automatically. See how those rules are built in Quality Core.

Policy review due alert and policy table

Adapt workflows to your process

Build and edit approval workflows with custom steps, reviewers, and approval paths.

These are policy approvals, drafts, reviewers, and publication. Contract and vendor approvals run on their own routes, with their own approvers. See Vendor Management.

Approval workflow step editor with custom approval routing

Build workflows faster

Use pre-built templates to quickly create and customize approval workflows, or describe the routing you need in plain language and Clara builds the workflow from your description.

Every approval, comment, and rejection is logged and timestamped, that record is what a surveyor sees.

Once a policy is approved and published, staff acknowledgement can be required within a set window.

Approval workflow templates table

Related

How Clara AI Enhances Policy Approvals

Approvals stall because nobody knows what changed, where the policy is sitting, or who is holding it up. Clara builds the route, starts the review, and answers all three, without touching the decision itself, every approve, reject, and reassign is still a person's, on the record.

Builds the Workflow
Tells You Where It Stands
Sends It Into Review
Summarizes the Change