Reusable templates
Define steps and approvers once, then assign the template to any project or department as its default flow.
Core · Approvals & Workflow
Approvals that route themselves.
Build a reusable multi-step approval template once, assign it to a project or department, and Prime RP routes every submission to the right approver in the right order — with SLAs, reminders, reject-to-step logic, and an immutable audit trail. Approve from chat, mobile, or your queue.
N-steptemplates with reject-to-step routing
SLAtimers & escalation on every step
100%auditable — who approved what, when
Drag to rotate
Illustrative interface — a 3-step template with reject-to-step routing and an audit trail.
What makes it different
Workflow you can configure, not code.
Smart routing
Each step knows its approver and its reject-to-step target, so returns go exactly where they should — not back to square one by accident.
SLAs & escalation
Per-step timers, reminders, and fallbacks keep approvals moving even when someone is out.
Personal approval queue
Every approver sees exactly what is waiting on them, filtered to their assignments — and can act from chat, mobile, or the queue.
- One-tap approve / return with a reason
- Snapshot of the template captured at submit time
Immutable audit trail
Who submitted, who approved, when, and why — captured for every step and every record, ready for audit.
- Timestamped, attributed action log
- Works across procurement, HR, finance & projects
Spreadsheets & email vs Prime RP approvals
| Capability | Email / spreadsheet approvals | Prime RP |
|---|---|---|
| Defined multi-step routing | Manual | Templated |
| SLA timers & reminders | No | Yes |
| Reject-to-specific-step | No | Yes |
| Approve from chat / mobile | Email only | Yes |
| Immutable audit trail | No | Yes |
FAQ
Questions, answered
Yes. Templates are reusable but assigned per project or department, and an individual activity can override the default flow when it needs a different path.
The template is snapshotted onto each submission at submit time, so in-flight items keep the steps they started with — changes only affect new submissions.
Yes — the same engine drives material requisitions, HR requests, and other department workflows, each with its own routing rules.
Stop chasing sign-offs.
See a template route a real submission across three departments in minutes.