Trying to get approvals can be madness. Those handy Sign Here stickers and rub rubber stamps for marking documents Approved are cute, but they don’t scale in a globally dispersed marketplace. We live in email for contacts, calendaring, communication and collaboration. So it’s natural to want to use it for approvals, too. At first glance, it seems a more obvious choice than JIRA, which is why we find a lot of enterprise approval processes in email, for better or worse. From system change requests and customer proposals to time-sheets or expense reports. The common thread is that you just need a few thumbs up from a few people, and the order doesn’t matter. So long as you’ve reached a quorum from the right head honchos, you’re good to go.
But once you click send in email, you’ve lost all control. You either receive a bunch of out-of-office responses or none at all. Or you get irrelevant feedback on a different issue. And navigating email threads is like looking for a needle in a haystack. Pretty soon, your approval request is lying at the bottom of the inbox graveyard. And don’t even mention due dates or audit trail. Isn’t there a better way to simplify approvals? Yes!
Once you click send in email, you’ve lost all control. You either receive a bunch of out-of-office responses or none at all.
Add a custom Approvers field to a request screen in JIRA and make it required when the request is submitted. This can be either a list of individual usernames or group(s) from the user directories set up in JIRA. JIRA will even send scheduled reminders and store approver history. The best part is that it’s really straight-forward. Here’s how.
Of course, you can also add further improvements and nuances to the base solution above to accommodate varying needs. For example:
And the best part is that this solution can be configured using a majority of features that come out of the box with JIRA, including custom user and group picker fields, customizable workflows, email notifications, subscriptions, dashboards and reports. However, you will likely need a few common and trustworthy add-ons from the Atlassian Marketplace such as JIRA Suite Utilities, JIRA Misc Workflow Extensions, JIRA Workflow Toolbox or Script Runner.
Submitting a request for multiple approvals can be painless, and almost as fun as using a yellow stickie or a red rubber stamp.
Just click submit and grab a tall latte. Your request is in good hands with JIRA.
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