Requisition Process Workflow Templates

24 Templates

Fund Request Approval Workflow Template

The Fund Request Approval Workflow Template is designed to simplify the process of submitting and approving requests for funds within an organization.

Finance

Purchase Requisition Approval Workflow Template

The Purchase Requisition Approval Workflow Template is designed to streamline the process of requesting and approving purchase requisitions, making it a valuable tool for procurement teams, department heads, and finance managers.

Finance

Field Trip Request Approval Workflow Template

The Field Trip Request Approval Workflow Template is designed to help schools, educators, and administrators efficiently manage and approve field trip requests.

Education

Job Requisition Approval Workflow Template

The Job Requisition Approval Workflow Template is designed to streamline how job requests are initiated, reviewed, and approved, making it a crucial tool for HR teams, department heads, and hiring managers.

Human Resources

HOA Approval Process Template

Simplify requests for your homeowners association. Free automated approval flow template for HOAs. Easy to add approvers, automated emails, conditions, and more.

Application

IT Service Request Approval Process Template

Process IT service requests with ease. Fully customizable automated online approval flow. Send autoresponder emails and notifications. No coding required.

IT

Website Content Workflow Template

The Website Content Workflow Template is designed to streamline the creation, review, and publishing of website content, making it ideal for marketing teams, content creators, and web developers.

Marketing

Course Add Drop Approval Workflow Template

The Course Add Drop Approval Workflow Template is designed to streamline the process of managing course changes for students, making it an ideal solution for academic departments and registrars.

Education

Facility Maintenance Request Workflow Template

The Facility Maintenance Request Workflow Template is designed to simplify the process of submitting, reviewing, and approving facility maintenance requests.

Project Management

Service Request Workflow Template

The Service Request Workflow Template is designed to streamline the process of managing and approving service requests, making it ideal for IT departments, facilities teams, and customer service units.

Project Management

Training Request Approval Process Template

Manage corporate training requests from employees. Automated approval flow template for HR. Assign approvers via email. Send autoresponder emails. No coding.

Human Resources

Customer Service Request Approval Template

Address customer service requests with ease. Use conditional logic to send automated emails and forward requests to coworkers. Easy to customize. Respond on any device.

Project Management

Business Card Request Approval Process Template

Manage orders for business cards with ease. Free approval flow template for online orders. Assign approvers via email. Track approvals from any device. No coding.

Human Resources

Pick-up Request Approval Workflow Template

The Pick-up Request Approval Workflow Template is designed to efficiently manage and approve requests for product, package, or service pickups.

Requisition

Time-Off Request Workflow Template

The Time-Off Request Workflow Template is designed to simplify the process of managing employee time-off requests, making it ideal for HR teams, managers, and department heads.

Requisition

Correction Request Approval Template

Streamline correction requests at your company with a free, automated approval flow template. No coding. Adjust conditions, emails, approvers, and more.

Requisition

Course Registration Approval Process Template

Process student course registrations with ease. Set up autoresponder emails, notifications, time limits, and more. Drag-and-drop customization. No coding required.

Education

Leave Approval Workflow Template

The Leave Approval Workflow Template is designed to simplify the process of managing employee leave requests, making it ideal for HR teams, managers, and department heads.

Human Resources

Vehicle Request Approval Workflow Template

The Vehicle Request Approval Workflow Template is designed to streamline the process of requesting and approving vehicle usage, making it ideal for companies with fleets, logistics teams, or any organization that manages vehicle allocation.

Requisition

Change Request Approval Template

Manage change requests for your team projects with ease. Free automated approval flow template. Add approvers, emails, conditions, and more. No coding.

Administration

Activity Request Approval Workflow Template

The Activity Request Approval Workflow Template is designed to streamline the process of submitting, reviewing, and approving activity requests, making it ideal for schools, corporate teams, event planners, and community organizations.

Requisition

Website Design Request Approval Process Template

Approve or deny website design requests with ease. Quick and fully customizable. Great for IT professionals, web designers, and more. No coding required.

Requisition

Facility Use Approval Workflow Template

The Facility Use Approval Workflow Template is designed to simplify and streamline the process of approving requests for facility usage, making it ideal for schools, event managers, corporate offices, and community centers.

Education

Information Request Approval Workflow Template

The Information Request Approval Workflow Template is designed to streamline the process of handling information requests, making it perfect for organizations that need to manage and approve requests for data, records, or other confidential information.

IT

About Requisition Workflow Templates

Streamline the way you collect and respond to requests with Jotform’s Requisition Process Workflow Templates. Get requests via any custom online form and turn them into tasks in an automated workflow for your company. To get started, select the template that best fits your needs and customize it by assigning approvers and adding more workflow elements if needed. When someone fills out your request form, their submission will instantly go to the first approver for review. Upon the response of the approver, other steps of the workflow will be triggered, such as assigning a task to somebody or activating a payment form to collect payments. As form owner, you’ll be able to track incoming requests, pending tasks, and approver activity from Jotform Inbox on any device. Make sure no request goes unanswered with Jotform’s Requisition Process Workflow Templates!

Frequently Asked Questions

1) What are requisition workflow templates?

Requisition workflow templates are pre-built automation tools that streamline the requisition process, including purchase requisitions, material requests, and supply orders. These templates ensure a smooth flow from request submission to approval and fulfillment.

2) How can requisition workflow templates benefit businesses?

Requisition workflow templates automate the submission, approval, and tracking of requests, reducing the time spent on manual processes. This helps businesses manage resources more efficiently and ensures that all requests go through the proper channels.

3) What types of requisitions can be automated using workflow templates?

Requisition workflow templates can automate various types of requests, including purchase requisitions, equipment requisitions, material requests, and service orders. These workflows help businesses ensure that all necessary approvals are obtained before any procurement occurs.

4) How do requisition workflow templates integrate with procurement and financial tools?

Requisition workflow templates integrate with tools like QuickBooks for financial tracking, Google Drive and Dropbox for storing requisition documents, and Slack or Microsoft Teams for communication and approval notifications. These integrations streamline the requisition process from start to finish.

5) Can requisition workflow templates be customized for specific business needs?

Yes, requisition workflow templates are fully customizable to fit the unique needs of any business. Users can modify the templates to match their specific requisition processes, approval hierarchies, and compliance requirements.

6) How do requisition workflow templates improve the purchase requisition process?

Requisition workflow templates automate the purchase requisition process by routing requests to the appropriate approvers, sending automated reminders for pending approvals, and tracking the status of each request. Integration with QuickBooks ensures smooth financial tracking of purchases.

7) How can requisition workflow templates help manage supply and inventory requests?

Requisition workflow templates streamline supply and inventory requests by automating the submission and approval process. Integration with tools like Google Drive or Dropbox allows for secure document storage, while Slack or Microsoft Teams can be used to keep team members updated on the status of requests.

8) What are the benefits of using requisition workflow templates for material requests?

Material requisition workflow templates simplify the process of requesting materials by automating approval flows and tracking inventory availability. Integrations with Google Calendar or Microsoft Teams ensure that material requests are fulfilled on time and that stakeholders are kept informed.

9) How do requisition workflow templates ensure compliance with procurement policies?

Requisition workflow templates enforce compliance by ensuring that all requisition requests are routed through the correct approval channels. The templates create an audit trail that tracks who approved what and when, ensuring transparency and adherence to company procurement policies.

10) How can requisition workflow templates assist with communication between departments?

Requisition workflow templates integrate with tools like Slack and Microsoft Teams to facilitate communication between departments during the requisition process. Automated notifications and status updates ensure that all relevant parties are kept informed, reducing delays and improving coordination.