TechAppForce

Customers and sales

Intake forms with review

Forms that ask the right questions, then route each submission to the right reviewer.

Book a demoSee how it runs
  1. Submitted
  2. ScreeningApproval
  3. ReviewApproval
  4. DecisionApproval
  5. ClosedDone
PassedWaits for a personEvery move is kept in the record's history

The problem

What goes wrong today

Today
Online forms collect answers, but the review happens in a spreadsheet and email. Reviewers do not know what is theirs, applicants chase for updates, and the questions cannot change without a developer.
Who feels it: Any team that collects applications or requests from colleagues or customers, and reviews them

How it runs on TechAppForce

A day with it, step by step

Amber steps wait in a person's work inbox; everything else moves on its own.

  1. An application arrivesA university research office opens its internal funding round. A lecturer chooses the equipment grant, and the form asks for the three supplier quotes that type needs.
  2. ScreeningAccept or returnThe research officer sees a quote is missing and returns the application with a comment. The lecturer uploads it and resubmits.
  3. Panel reviewTwo of three approveThe application goes to the panel for equipment grants. Two of the three members approve within the week.
  4. The decision goes outThe decision letter is generated from the record and emailed to the lecturer and the head of department.
  5. Next roundThe office adds a question for the next round. It is a form change, made in development and released.
Illustration. The organisation and people are invented.

What gets configured

Settings you can read, change and release

No code for any of this, unless a rule truly needs it.

Records 4

  • Application5 fields + history, files, comments
  • Applicant4 fields + history, files, comments
  • Supporting document3 fields + history, files, comments
  • Review note4 fields + history, files, comments

Stages 5

  1. Submitted
  2. Screeningdecides
  3. Reviewdecides
  4. Decisiondecides
  5. Closed

Automatic 3

  • NotifyApplicants get an email confirmation when they submit, and another at each decision
  • WorkflowIncomplete applications are returned with a comment instead of rejected
  • ScheduleA scheduled workflow closes applications that have waited for missing documents for 30 days

Screens and reports 5

  • Multi-step form with layout rules that show, hide or require questions based on earlier answers
  • Review screen with the application, documents and notes side by side
  • Data grid of applications by stage and reviewer
  • Applications by type and outcome, in Excel, each month
  • Decision letter as a PDF or Word document
Who approves, in detail

Screening goes to the intake role. Review goes to the members of a panel chosen by a saved query for the application type, and any two of three panel members must approve (N-of-M).

When the rules change

Bring your version of this.

A change a few months in is a reviewed release, not a rebuild. We will configure your version with you in a demo.

Book a demoAll use cases

Release: Form: application

Questions
Added: + Ethics approval number
Added: + Show if type = Equipment
Review
Removed: - Any one panel member
Added: + Two of three members
  1. Developmentmake the change
  2. QAreview the diff, test it
  3. Productionpromote the release
Illustration.