Everything you need to hand somebody the record.
Two surfaces you will open weekly, and six rules you will set once and then forget about entirely.
The approvals log
Every approval across every site, filtered by task, date or person, and exportable at whatever depth the person asking needs.
The retention rule
How long each kind of record is kept, set once per record type and applied without anybody having to remember to do it.
01 · POLICY
Set against the task
Not against a person, so staff turnover does not quietly break the chain.
02 · ESCALATION
Nobody has to chase
Unsigned by the deadline goes up one level, once, to one named person.
03 · DELEGATION
Cover is explicit
A holiday delegate is written on the approval, not hidden in a setting.
04 · IMMUTABILITY
Signed is signed
A correction is a new record beside the old one, never instead of it.
05 · RETENTION
Seven years by default
Set per record type, and the deletion is logged like everything else.
06 · HANDOVER
One file, no account
The reader needs a PDF viewer. That is the entire requirement.