Software purchase template

Template identity

Name the workflow clearly enough for requesters to choose it with confidence.

NameDescription

Prefill the request while preserving the editability rules selected for requesters.

Default titleDefault proposal

CurrencyBudget

Default tagssoftwareprocurement

Every publication must point to unique active profiles and a valid threshold.

AK

Avery KimEngineering director

JD

Jordan DiazFinance partner

SP

Sam PatelSecurity reviewer

Required approvals

Rejection policy is fixed: any valid rejection ends the current review and requires a reason.

Choose which published defaults a requester can change in their draft.

Title and proposalLet requesters adapt the business case.

Dates and locationLet requesters define timing and location.

CurrencyKeep requests in the template currency.

BudgetLet requesters enter the proposed amount.

ParticipantsKeep the published review roster fixed.

Approval thresholdKeep the published threshold fixed.

This release is immutable and remains available to active requesters until a newer version is published.

Existing requests keep this version's attribution and locks even after a later publication or deactivation.

Template changes are recorded independently from request activity.

Working draft updated to r3
Riley Chen changed requester access.
Sep 8, 12:10 PM
Version 3 published
Published by Riley Chen.
Sep 1, 9:30 AM
Template activated
Version 3 became available in the request catalog.
Sep 1, 9:34 AM