All posts tagged: automate validation process

Managing the Digital Office with Form Workflow Plus

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Every office has unsung heroes. These are the diligent staff who make sure printers never run out of paper. Like clockwork, there’s the receptionist who has a steady supply of fresh flowers to greet guests, or the secretary who makes sure stationeries are always on hand. They work in the background and devote efforts toward the smooth running of the office.

Running an office needs uncanny attention to details and anticipating needs. Without a doubt, the number of tasks can often be overwhelming. True to the mantra of working smart, managers need not fret over spreading themselves too thin. Workflow apps can take the burden off of these tasks by automating validation processes. Here are ways a workflow app such as Form Workflow Plus can be an essential tool for the successful office manager:

Break free from repetitive and manual tasks

Robert is in charge of printing business cards in a legal office. They adapted to G Suite for their office apps and this turned out to be a godsend. He created a form for collecting printing requests and plugged this into Form Workflow Plus.

It took him a few minutes to setup the 2-step approval process and saved a lot of man-hours. He used to manually receive, queue up, and archive paper forms. With their switch to digital apps, he got to devote more time towards organizing the office R&R, a committee he also felt passionate about.

Form Workflow Plus is available for a 14-day free trial here.

Track tasks and have a record of approvers for transparency

Beth has worked for almost a decade as the receptionist in a 5-star hotel. She has established a reliable network of suppliers for flower arrangements. In her line of work, bouquets never failed to bring about the welcoming atmosphere.

Beth needed to make sure she’s always on top of the schedule of guests. As these bouquets come at a cost, she used Form Workflow Plus to establish a budget approval tied with the bouquet request and supplier details. Since the add-on tracks requests on a Google Sheet, it’s easy to monitor the queued tasks and supplier contact details.

One feature she likes most is the ability to route requests to different approvers depending on the cost. For her approval workflow, those who stamped their approval were automatically logged on the worksheet for transparency.

Web app for the on-the-go approver

Reese has been in charge of approving office supplies requests for boxes, stationeries, and other small equipment. As a sales representative, though, she needed to be outside the office most of the time to meet with potential customers.

Not wanting to break the supply chain, she set up an approval process using Form Workflow Plus. The add-on includes a web app where she can log on and find all pending requests in a single place. Working with approvals has never been easier as she can set decisions in bulk and be done with the task in a few minutes.

Access a rich Help Center for use cases and FAQs with a dedicated Support Team

We’ve prepared a repository of guides and how-tos to ensure your success with Form Workflow Plus. Search for FAQs and tips to make sure the add-on works for you, here.

If you find yourself in a situation not covered by the Help Center, Form Workflow Plus has a dedicated support via

If you’re a manager tasked with jumpstarting office operations after the pandemic lockdown or looking for an app to automate workflows, we got you covered. Book a demo now or sign up for free!

Marko ArcegaManaging the Digital Office with Form Workflow Plus
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Managing Teaching Loads with Form Workflow Plus

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Schools and universities are among the early adopters of cloud-based solutions. This proves important as these institutions move towards remote collaboration and holding classes online. Easing into digital processes may prove daunting for school administrators. With Form Workflow Plus, this doesn’t have to be the case. Wizy has designed this app to help automate validation processes.

Let’s take a look at Jane, a supervisor managing teaching loads in a university. They have a teaching program where post-grad students need to teach a particular subject per term. Jane oversees the approval process and keeps track of the subject assignments. They have recently moved towards reducing their carbon footprint by adapting paperless technologies for their workflows. This proved prescient as the ensuing COVID-19 pandemic forced educational institutions to fast track their transition into the cloud.

For Jane, an email-based approval process simply can’t cope with the number of requests. Also, manually tracking approved requests also means countless hours of manual and repetitive data entry tasks. Jane realized the benefits of using a workflow app when she found Form Workflow Plus in the G Suite Marketplace.

Here we explore how Form Workflow Plus can help manage teaching load requests. School administrators can greatly benefit from using this workflow app by easily keeping track of subject assignments for the upcoming term. For universities that have teaching programs similar to Jane’s this guide comes in handy. Here are tips to ensure success:

Capture the essentials via Google Form and Sheet

Make sure reviewers have the necessary details to make informed decisions. Your request form can include the following:

  • Teacher details – Name, email address, student/employee number
  • Course description – Course title, course code, brief description of the subject
  • Inclusive term – This could include the specific semester or term
  • Department details – This includes the specific department the teacher belongs to, department head contact information
  • Supporting documentation

Google Forms collect responses on a Google Sheet. Form Workflow Plus, as a Google Sheet add-on, facilitates automation of the approval process. Did I mention we offer free trial and 40% discount for schools? Head over here to learn more.

Let Form Workflow Plus do its magic

Our workflow application works with G Suite and can easily accommodate single to multi-step approval processes. Admins set it up once and requests are routed automatically upon form submission.

  • Take advantage of conditional approvals

Wouldn’t it be great if requests can be automatically sorted depending on the originating department, course number, or via admin-set criteria? With Form Workflow Plus, you can! This greatly speeds up the approval process and more importantly, takes the burden of manual tasks off of school admins.

Requesters can even specify their preferred reviewer and Form Workflow Plus will take care of the rest.

  • Easily track request status

Workflow admins gain a quick oversight via the worksheet or on the web app. A Reports view is included to easily be on top of your request stats.

  • Work with a versatile web application

Form Workflow Plus comes with a web app for managing workflows, billing, and setting user roles. It’s a one-stop repository of the team’s Forms as well. Approvals view allows reviewers quick access to pending requests.

Getting Started

Dive deeper into the workflow creation process:

Learn more about conditional approvals in these guides:

Help is just a click away should things get too complicated

Form Workflow Plus is a complete solution package and comes with a comprehensive Help Center. Tap into detailed how-to articles and specific FAQs to fully maximize the add-on’s features. For everything else, is just an email away. Feel free to book a demo here:

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Marko ArcegaManaging Teaching Loads with Form Workflow Plus
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How to Manage Payment Approvals With Form Workflow Plus

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No matter the company size, managing purchase approvals is a big responsibility. Whether you’re a school, media firm, advertising company, or provider of co-working spaces, the task requires meticulous organization skills. Attention to detail is a must in strictly accounting for expenses.

At Wizy, we understand the crucial role of having an efficient validation process for payment approvals. We created Form Workflow Plus as a solution package to bring outdated processes to the digital frontier. Organizations gain freedom from hours of manual data entry tasks, lost email-based approvals, and hard to read paper-based purchase orders.

Here are key features managers look for in a payment approval app:

1. Easy setup and a quick oversight on request status

Our add-on is designed to work with G Suite and only needs to be set up once. Install the add-on here.

Once activated, you can easily track request status through technical columns on your worksheet. These columns also provide a footprint of the approval process by indicating the reviewer’s email address and comment at each step.

Dive deeper into the process via a quick overview of creating workflows:

2. Run parallel approvals by routing requests based on criteria such as budget amount, payment type, requesting department, etc.

A workflow app should take the load off of manual and repetitive tasks. Form Workflow Plus has a wide range of conditional approval options to automate this routing process. To learn more about this exciting feature, here’s a handy guide:

3. Mistakes do happen. Take advantage of “Send back to requester” when working on requests.

We’ve anticipated the need for certain requests to require some edits prior to approval. The “Send back to requester” feature is handy for those situations when a simple information update is needed for a request to be approved. Here are tips on how to effectively use this feature on Form Workflow Plus:

4. Not all requests are created equal. Form Workflow Plus can fast track some requests via “Definitely approve” option.

We understand the urgency for some requests. This can be reserved for specific department requests and easily accommodated by the add-on via the “Final approval” option. Once set, the request skips the rest of the approval steps ending up with an “Approved” status.

Learn more and activate this feature through these steps:

5. I need all the help I can get.

Form Workflow Plus is a capable tool in automating approval processes. We’ve collected customer use cases in our comprehensive Help Center. Here you can find FAQs and solutions making use of the features highlighted above and more. For cases not covered by our Help Center, feel free to reach out to or book a demo:

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Marko ArcegaHow to Manage Payment Approvals With Form Workflow Plus
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