Worksheet

Approval trail record

A single form with three blocks. The Request block holds account number, borrower, decision type, amount requested, reason code and requester. The Evidence block lists attached papers with a tick for each. The Decision block holds approver, approver level, date, amount approved, remark and a line for the next step. A strip along the bottom lists approver limits by role, so the form explains itself.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Approval trail template for sanctions, waivers and write offs”, www.gullysystem.com/blog/approval-trail-template-for-sanctions-waivers-and-write-offs