Aptiwise Documentation
Welcome to Aptiwise
Aptiwise is a powerful workflow automation and approval management platform that streamlines business processes with intelligent routing, comprehensive tracking, and seamless multi-company support.
🚀 Core Platform Features
Approval & SOP Monitoring Tool
Aptiwise serves as a comprehensive approval and Standard Operating Procedure (SOP) monitoring solution that ensures compliance and accountability across your organization:
- Intelligent Workflow Routing: Automatically route requests based on configurable rules and conditions
- Real-time Status Tracking: Monitor approval progress with detailed step-by-step visibility
- Compliance Monitoring: Ensure adherence to company policies and regulatory requirements
- Automated Notifications: Keep stakeholders informed throughout the approval process
Multi-Company Architecture
Built from the ground up to support enterprise-level multi-tenancy:
- Centralized Management: Manage multiple companies from a single platform
- Isolated Data: Complete data separation between organizations
- Unified User Experience: Single sign-on access across multiple company contexts
- Role-Based Access Control: Granular permissions per company and role
🤖 AI-Powered Workflow Generation
Instant Workflow Creation
Leverage artificial intelligence to generate sophisticated workflows in seconds:
- Natural Language Processing: Describe your process in plain English
- Smart Field Detection: AI automatically suggests relevant form fields
- Approval Logic Generation: Intelligent routing rules based on business requirements
- Best Practice Templates: Industry-standard workflow patterns
Visual Workflow Preview
See your processes come to life with interactive diagrams:
- Mermaid Diagram Generation: Automatic flowchart creation from workflow definitions
- Interactive Previews: Click-through workflow simulation before deployment
- Visual Validation: Spot process gaps and optimization opportunities
- Export Capabilities: Share workflow diagrams with stakeholders
👥 Comprehensive User Management
Multi-Role Support
Aptiwise accommodates diverse organizational structures with support for:
- Employees: Internal staff with department-based routing
- Customers: External users for service requests and approvals
- Vendors: Supplier onboarding and procurement workflows
- Contractors: Temporary access with time-bound permissions
Advanced Role System
Approval Roles
Enable flexible approval hierarchies:
- Manager Approval: Department and team-based routing
- Finance Approval: Budget and expense authorization
- Legal Review: Contract and compliance approvals
- Executive Sign-off: High-value decision authority
- Custom Roles: Organization-specific approval categories
Submission Roles
Powerful workflow assignment capabilities:
- Department-Based Routing: Automatic assignment by organizational structure
- Skill-Based Assignment: Route to users with specific capabilities
- Workload Balancing: Distribute requests across available approvers
- Escalation Paths: Automatic reassignment when SLAs are breached
📋 Dynamic Form Builder
Flexible Field Types
Create rich, interactive forms with extensive field support:
- Basic Fields: Text, textarea, number, email, phone
- Advanced Inputs: File uploads, date pickers, currency fields
- Selection Controls: Dropdowns, radio buttons, checkboxes
- Line Items: Repeatable table structures for expense reports and purchase orders
- Conditional Logic: Show/hide fields based on user input
Responsive Layouts
Design forms that work across all devices:
- Header-Detail Structures: Master-detail form organization
- Multi-Column Layouts: Optimize screen real estate
- Mobile-First Design: Perfect rendering on any device
- Accessibility Compliance: WCAG-compliant form controls
🌍 Global Business Support
Internationalization
Built for global organizations:
- Date/Time Localization: Regional date and time format support
- Multi-Currency Support: Handle transactions in any currency
- Timezone Awareness: Accurate timestamp handling across regions
- Locale-Specific Formatting: Number, currency, and date formatting per region
Currency Management
Comprehensive financial workflow support:
- Real-time Exchange Rates: Automatic currency conversion
- Multi-Currency Budgets: Set approval limits in local currencies
- Financial Reporting: Consolidated reporting across currencies
- Audit Trail: Complete transaction history with currency details
📊 Complete Audit & Compliance
Full Audit Trail
Maintain complete visibility and compliance:
- User Activity Tracking: Every action logged with user attribution
- Admin Activity Monitoring: Comprehensive administrative action logging
- Change History: Complete audit trail of all modifications
- Compliance Reporting: Generate reports for regulatory requirements
Advanced Analytics
Gain insights into your processes:
- Performance Metrics: Track approval times and bottlenecks
- User Activity Analysis: Understand workflow utilization patterns
- SLA Monitoring: Monitor compliance with service level agreements
- Custom Dashboards: Personalized views for different stakeholders
⏱️ SLA Management
Workflow-Level SLAs
Set performance expectations at the process level:
- End-to-End Timelines: Define maximum completion times
- Escalation Rules: Automatic escalation when deadlines approach
- Performance Tracking: Monitor adherence to service commitments
- Stakeholder Notifications: Automated alerts for SLA breaches
Step-Level SLAs
Granular control over individual approval stages:
- Individual Step Timers: Set specific timeframes for each approval
- Sequential Dependencies: Manage interdependent approval stages
- Parallel Processing: Enable concurrent approvals where appropriate
- Custom Escalation Paths: Define unique escalation rules per step
🚀 Getting Started
Ready to transform your business processes? Explore our comprehensive documentation to learn how Aptiwise can streamline your organization's workflows, improve compliance, and accelerate decision-making.
# Quick start with Aptiwise
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