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Using approval workflows
Using approval workflows
What is an approval workflow?
Approval Workflows grant organisations the ability to create chain approvals for RFQs and Awards. This provides powerful governance and oversight over procu...
How to prepare an approval
If your organisation is using Approval Workflows it's likely that you'll need to prepare an approval when using Felix. Preparing workflows is a quic...
How to create and modify approval workflows
Users will need the Manage Approval Workflows permission to perform the following actions. How to create an approval group To create an approv...
How to complete an approval request
If you have been added to an approval workflow or are a senior member of your team you may be required to approve or decline approval requests. Approve ...
How to track approval progress
After requesting RFQ approval you can track the progress of the approval workflow. Felix also gives you the ability to send an email reminder to a user you ...
How to add ad hoc approvers
Depending on your user permissions you may be able to add users to approval levels on an ad hoc basis when preparing an approval and for in-flight approvals...
