CLIENT DISCOVERYC / 012
How do purchases get approved?
Gather the detail your project needs.
- 01Who approves?
- 02What are the limits?
- 03Where are the exceptions?
Human-led briefFielded workspace
How it works / example
Who approves a purchase?
A client conversation explains who is responsible. A shared document shows the steps. One missing exception still needs a follow-up.
Client data collectionYour brief / example
What does your project need?
Describe the project and the questions you need answered.
Your project
Understand the purchase approval process.
Collect who owns it, how approvals move, and how exceptions are handled.
What you need to know
- Process owner
- Approval route
The collection will also cover what happens when the usual process does not apply.
Collection supports your analysis. Conclusions and advice remain yours.
Example onlyThe result: organised answers, supporting sources and a clear list of what is missing.
Your expertise stays in charge.
Organised answers help your review. They are not automatically verified.
Read the privacy noticeIs this available to sign up for?
Not yet. This is a private demo. Speak with the Fielded team about your project and what you need to collect.
Are the answers automatically verified?
No. Client accounts and files may disagree or be out of date. Check the sources and confirm important details before using them.
Who is responsible for the advice?
You are. Fielded helps collect and organise information. Your conclusions and advice remain yours. Agree consent, access and confidentiality with the client first.
Private demo
Explore the private demo