ApproveThis manages your Innform Integration approvals.

Why Approval Workflows Matter in Training Operations

Modern businesses face a critical challenge: moving fast without breaking things. For teams managing employee training, compliance programs, or client certifications, this means balancing speed with accountability. That's where ApproveThis and Innform create something bigger than the sum of their parts.

Innform simplifies course creation and progress tracking, while ApproveThis adds structure to decisions that impact training quality and compliance. Together through Zapier, they enable what we call "accountable automation" - systems that keep moving forward while ensuring human oversight happens exactly where it's needed.

What Makes This Integration Unique

Most training platforms either handle approvals internally (with limited flexibility) or force teams to build manual processes. This integration solves three specific problems:

• External oversight: Training managers can involve legal, finance, or client stakeholders in approval chains without giving them full Innform access
• Conditional logic: Auto-approve routine items while escalating exceptions based on data from Innform assignments
• Cross-team visibility: Maintain a centralized audit trail of training-related decisions separate from the LMS itself

Consider a healthcare provider onboarding new staff. Innform tracks HIPAA training completion, while ApproveThis handles sign-offs from department heads and legal - all without requiring approvers to log into the LMS.

Real-World Use Cases That Deliver ROI

1. Compliance Escalations for Overdue Training

When an employee misses a certification deadline in Innform, ApproveThis can:

• Route approval to determine disciplinary action
• Calculate fines/penalties using dynamic fields
• Auto-cc legal teams based on violation severity

Example: A pharmaceutical company automates GMP training compliance. Managers receive escalation alerts with calculated risk scores based on how long training lapsed and the employee's role.

2. Verified Completion for High-Stakes Certifications

Not all training completions are equal. For safety certifications or legal compliance courses, ApproveThis adds:

• Secondary verification by subject matter experts
• Automatic documentation archiving
• Expiration date tracking with renewal reminders

Example: An aviation maintenance firm uses Innform for technician training but requires FAA-approved supervisors to sign off via ApproveThis before clearing workers for specific aircraft.

3. Dynamic User Management Based on Approval Status

The two-way integration means:

• New hires get added to Innform only after HR approval
• Employees with expired certifications are automatically restricted
• External auditors receive temporary access based on approval workflows

Example: A financial services company freezes trader access in Innform when compliance training approvals are pending, preventing unauthorized trades.

Implementation Made Simple

Setting up the integration takes under 30 minutes:

1. Create a Zapier account (if needed)
2. Choose your trigger event from either ApproveThis or Innform
3. Map critical data fields between systems
4. Test with a live workflow

Pro Tip: Start with one workflow (e.g., overdue assignment escalations) before expanding. Use ApproveThis's calculated fields to auto-prioritize requests based on Innform data like course type or user role.

Department-Specific Benefits

For HR Teams

Reduce onboarding bottlenecks by linking Innform course assignments to approval chains for equipment access, facility passes, and system permissions. Use vacation delegation to prevent delays when managers are out.

For Compliance Officers

Maintain separation of duties by having auditors approve high-risk training exceptions in ApproveThis without Innform access. Automatic documentation meets audit trail requirements.

For Operations Leaders

Get real-time dashboards showing training compliance rates alongside approval cycle times. Identify process bottlenecks where approvals delay certification timelines.

Key Integration Capabilities

Beyond basic triggers and actions, leverage:

• Approval Thresholds: Auto-approve routine training extensions under 7 days, escalate longer requests
• Conditional Routing: Send safety training approvals to site managers, compliance courses to legal
• Email Approvals: Let external partners review materials without system logins

When to Consider This Integration

This pairing delivers most value for organizations where:

• Training impacts operational permissions (system access, equipment use)
• Multiple stakeholders need visibility into certification statuses
• Compliance requires documented approval chains

A retail chain used it to reduce safety incident investigations by 40% through auditable equipment training approvals.

Getting Started

Ready to move beyond basic training automation?

1. Register for ApproveThis (free trial available)
2. Explore Innform-Zapier templates
3. Book a workflow review session with our team

For complex implementations, request a custom demo showing how to mirror your existing training approval processes in the integrated system.

Final Considerations

While powerful, this integration isn't a set-and-forget solution. Quarterly reviews help:

• Update approval thresholds based on changing regulations
• Refresh delegate lists for approvers
• Prune obsolete workflows

Remember - the goal isn't to eliminate human judgment, but to surface it where it matters most. By handling routine approvals automatically and escalating exceptions intelligently, teams maintain both speed and control.