All posts tagged: Form Workflow Plus

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, support@wizy.io 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 support@wizy.io or book a demo:

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Marko ArcegaHow to Manage Payment Approvals With Form Workflow Plus
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How to Manage Leave Requests Using Form Workflow Plus

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Are you looking for an easy solution to manage staff leave requests? This organizational challenge is best handled by using a workflow app. Wizy offers Form Workflow Plus as a solution for teams with G Suite accounts in automating validation processes. Here we highlight scenarios how Form Workflow Plus can help your team achieve that much sought after work-life balance.

The Small Office

Organization is always the key. No matter the office size, it’s important to track requests in a single place. Small offices may make do with email correspondences when filing leaves. However, it’s easy to overlook or worse, lose these emails. This is where our add-on can help.

Form Workflow Plus takes advantage of familiar G Suite apps in collecting requests, organizing them in a sheet, and providing a tracking dashboard for admins.

Form Workflow Plus has a user-friendly interface for setting up your validation process in minutes. Small offices may require a 1-step approval process for leave requests and we’ve made setting up workflows a breeze. Here’s a brief walkthrough:

The Medium to Large Sized Office

Complexities arise as organizations grow in size. Maternity leave requests may need to be delegated to Manager A, sick leaves to Manager B, and so on. There are scenarios where multiple approval levels are required depending on the leave type.

We’ve made sure Form Workflow Plus is flexible enough to accommodate these use cases.

Do you need certain leave types to be processed by a specific manager? Through conditional approvals, you can route requests to specific email address/es by setting criteria. This only needs to be setup once and when activated, requests are automatically routed as per your conditions.

To learn more, here’s a handy article to help you set up conditional approvals:

You also have the option to stop the review process at specific steps:

Form Workflow Plus includes a web app for managing users, subscription, workflows, and requests. Launch this on the sidebar or via (web app). We’ve worked hard in designing a web app that works as:

  • One stop repository of all the company’s forms
  • Dashboard for reviewers to work on pending requests
  • App for account owners to manage users, set roles, billing details, and workflows

Finally, no use case is too difficult. Tap into a robust support system to explore the features of Form Workflow Plus.

Our add-on comes with a Support Team reachable via support@wizy.io. We’ve also built a Help Center where users can read through how-to articles as well as case-specific FAQs. Book a demo via:

All in all, using Form Workflow Plus to manage leave requests comes with an established support community. Help is just an email or a click away!

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Marko ArcegaHow to Manage Leave Requests Using Form Workflow Plus
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