Approvals
Browse 16 articles tagged approvals across approvals, auditability, plugins, and controlled AI operations.
Latch Approvals: Features, Review Screens, and Audit Reports
See Latch approval features with screenshots: two-person gates, saved request review, expiry, separate execution, and approval audit reports.
Read article →When Native Zendesk Approvals Are Enough
Zendesk approvals can handle real ticket reviews. Learn where native approval requests fit and when execution control needs a different workflow.
Inspection Audit Trails Should Show the Work, Not Just the Result
See how inspection audit trail software connects forms, photos, maker-checker approval, upstream work orders, and exportable evidence in one case record.
Managing Claims with Checklist-Driven, AI-Native Workflows
See checklist-driven claims workflow software connect custom claim types, evidence, support staff, AI, approvals, plugins, and audit trails.
Construction Draw Approvals: From Payment Request to Audit Evidence
See a construction draw move through maker-checker review, payment release, audit evidence, grouped approval reporting, and PDF or Excel export in Latch.
Approval Design: Durability, Policy, and Plugins
The configuration underneath an approval gate - durable resume and revalidation, role separation as policy, building gated actions, and the problems still open.
Approval Design in Practice: One Refund, End to End
A single AI-recommended customer refund moves through a two-person review gate, from recommendation to execution record, on real screens inside Latch.
Authorization Logic Audit for Case Management
Audit authorization logic with a free role-action matrix tester. Check refund thresholds, independent review, missing rules, and export reusable test cases.
What Is a Plugin Action?
A plugin action runs on an external system from inside the ticket with role checks, governed approvals, and immutable audit logging.
Governance-First Approval Systems for AI: What They Prove, What They Miss, and Where Runtime Evidence Fills the Gap
What governance-first approval systems for AI prove, what they miss, and where runtime evidence closes the remaining gap.
The Runtime Control Layer: What This Category of Software Is and Why It Exists
Ticket workflows need a control layer between the suggestion and the action. What that layer does, and why existing tools leave it out.
Why Approval, Auth, and Audit Logic Must Stay in the Core
Why approval, authentication, and audit logic belong in the platform core rather than in plugins that can be swapped or misconfigured.
Using ChatGPT Safely for Refunds and Customer Offers
How to use ChatGPT for refunds and customer offers without handing it the ability to act. Where the approval gate has to sit.
What Auditors Need to See in a High-Risk Approval Workflow
High-risk approval workflows need origin, authority, denied paths, outcomes, and case-linked evidence in one immutable audit log.
Approval Design for High-Risk Operations Workflows
How to design approval gates for high-risk operations that shrink blast radius, enforce two-person review, and keep the evidence on the case.
Finance Exception Handling Needs Four-Eyes Control
Why finance exception handling needs four-eyes control, structured evidence, and audit-ready review before unauthorized actions slip through.
Start with one workflow
Follow a request through triage, review, and a plugin action. See the record that each step leaves behind.