An approval workflow refers to a predefined sequence of steps and processes that are followed to obtain approval or authorisation for RFQs and award decisions within an organisation. It typically involves multiple individuals or roles who need to review and approve a particular item before it can progress to the next stage or be implemented. This systematic approach ensures robust governance and supervision over procurement operations, instilling confidence in staff members when handling new tenders and contracts.
Approval Workflows are an optional feature for organisations. If you wish to enable this feature for your organisation, reach out to your Customer Success Manager for further details and assistance.
When preparing approval forms and routes:
When preparing, sending. modifying, and approving an approval workflow:
Three (3) types of approval workflows are available for use in Felix.
Your customer success manager can enable/configure Approval Workflows for RFQs and/or RFAs for your organisation.
An approval group is a collection of approval routes. For organisations using our projects features, groups can be made available to one or more projects, allowing users to control the visibility of routes across the organisation.
Approval routes follow a configured series of approval levels in sequential order. Higher level approvers typically wait to provide their endorsement until after the prior approval level have provided theirs. If there is more than one user at an approval level, users can approve the request at the same time.
In cases where multiple routes are applied ("multi-stage approvals"), approvers in later routes wait till the prior route is completed.
To create an approval group or an approval route, refer to How to create and modify approval workflows.
To learn how to send RFQ and RFA approvals, refer to How to prepare an approval. To configure the questionnaires for these approval workflows, you can seek assistance from the Felix Support team, your Customer Success Manager or the Project Delivery team.