TreeINFO Request forms

Easily create business applications and navigate approval processes by type. Employees get an instant overview of the status of their request forms. Search for requests by type or applicant and receive email notifications of assigned tasks. 

The solution is based on Microsoft SharePoint technology and the TreeINFO for SharePoint application superstructure. It is supported on Microsoft SharePoint Server 2016, Microsoft SharePoint 2019, Microsoft SharePoint Subscription Edition, Microsoft Office 365 (SharePoint Online).

• Simple and clear forms for creating an application
• Email notifications for assigned tasks
• Summary list of tasks or requests for approval on the application homepage
• Instant overview of custom requests
• Easy search for a request by type or applicant

• Approval and clearance of business travel
• Approval and accounting for a company car
• Request for office equipment
• Request for staffing
• Training allowance
• Absence from work requirement

All types of request forms are created in one place by clicking on the button of the respective request. Uniform and clear forms with pre-populated data and data checking will ensure that the application is set up quickly and correctly and the approval process is started automatically.

The extended Authoriser's Task List provides important information for decision-making. This list contains all requests pending approval by the user. The user is notified by email when a task has been assigned and when a request for approval or processing has been requested. The email message contains a link that opens the request form and options for completing the task.

By default, the user has an overview of all their applications on the home page of the application, including their current status. Users can also use the search form to easily search for the desired request form by selected parameters (e.g. by request form type, status, applicant, etc.). The search results can be refined using filters. All processing steps of the application (by whom and when it was approved) are recorded in a clear Workflow History table. This table is part of the Request form and provides a complete audit trail.