Routing
Routing refers to the automated movement of forms, tasks, or approvals through predefined steps or roles within your intranet. It ensures that information flows to the right person at the right time - whether for compliance, processing, or general workflow.
For banks and credit unions, routing is essential for tasks like loan approvals, IT service requests, HR changes, and vendor reviews. It eliminates bottlenecks, improves accountability, and creates a digital audit trail.
Why Routing Matters
Manual processes can result in delays, miscommunication, or compliance risks. Routing brings structure to internal requests and decision-making - especially when multiple approvals are required.
Examples of Routed Workflows
- Routing IT requests to support, then to department heads for sign-off
- Routing new employee onboarding steps across HR, IT, and Facilities
- Routing policy acknowledgments to staff, with escalation to managers
How SimplifyIT Helps
With SimplifyIT, you can design custom routing logic based on department, user role, or request type. Our easy-to-use tools and built-in notifications keep things moving - automatically.