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Control and governance

Decisions, permissions and delivery you can trace.

Approval chains, role-based access control, delivery governance, document control and support operations: the controls an organisation needs around the work.

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In the product

Risks, status reports and access, on real screens

Captured from a running SmartERP system. Every company, person and figure shown is invented sample data.

SmartERP screen: RAID register: risks, assumptions, issues and dependencies with their scores
Real SmartERP screen with sample data: RAID register: risks, assumptions, issues and dependencies with their scores.
SmartERP screen: Risk exposure: cost impact, probability and what remains after treatment
Real SmartERP screen with sample data: Risk exposure: cost impact, probability and what remains after treatment.
SmartERP screen: Project status updates with red, amber and green ratings
Real SmartERP screen with sample data: Project status updates with red, amber and green ratings.
SmartERP screen: Access health check: what the access review finds
Real SmartERP screen with sample data: Access health check: what the access review finds.
SmartERP screen: Role packs: ready-made sets of roles by function and industry
Real SmartERP screen with sample data: Role packs: ready-made sets of roles by function and industry.

What is in it

Control and governance

Approvals

Configurable approval chains with a recorded trail, for requests that need a decision before they proceed.

Approvals for bills, purchases and petty cash

The approval chain applied to vendor bills, purchase orders and petty-cash requests.

Access control (roles and permissions)

Role packs, approval-authority limits, data scopes, temporary and delegated access, and clean offboarding when someone leaves.

Delivery governance

Risks, issues and decisions registers, change requests with sign-off levels, readiness gates and status reporting for implementation projects.

ISO document control

Coming soon

A controlled-document header and footer for system-generated reports, matching a quality-management system.

Support operations

Ticket classification, service levels, root-cause analysis, billing rules and the hand-off from support to delivery.

Inside the application

The menus, as they are in the running system

Read from a running SmartERP system. What each customer gets depends on what is set up in the project.

MenuWhat is under it
ApprovalsMy approvals, new request, my requests, all requests, delegations and reporting
Approvals > ConfigurationApproval types and authority limits
Access ControlAccess requests and delegations
Access Control > GovernanceRoles, approval authority, data access, role packs, access reviews, and segregation-of-duties rules and exceptions
Access Control > ReportingAccess health, audit trail, user access profile, diagnostics and the permission matrix
HelpdeskCockpit, dashboard, tickets, reporting and support packages

How they fit together

Approvals use the access rules

Access control records who may approve what and up to which limit; the purchase approval enforces that limit when an order is approved. Changes to roles and to access are kept in an audit log, and an employee who leaves can be taken off every role at once.

Next step

See SmartERP with your own processes

Book a SmartERP demo, or tell us about your industry and we will show you the applications that fit.

Book a SmartERP demoTalk to us about your industry