Guide

Setting approval rules that work

How to keep people in control without slowing everything down.

Start at recommend

At first, let Xevrion recommend and draft while people approve. You will quickly see which kinds of action are always approved unchanged.

Promote one task at a time

When a specific, low-risk task has been approved unchanged many times, such as posting an alert in Slack or creating a draft invoice, allow it to run within a policy. Keep a person on anything that spends money, changes a price or speaks for you in a new way.

Set limits, not just switches

Good policies have limits: amounts, recipients, times of day or volumes. Anything outside the limit goes back to a person.

Review the audit trail monthly

Every action is logged with who approved it. A short monthly review shows whether any rule is too loose or too strict.