Introduction to Approval Workflows

Approval Workflows grant organisations the ability to create chain approvals for RFQs and Awards. This provides powerful governance and oversight over procurement operations, while giving staff peace of mind when processing new tenders and contracts.

Approval groups

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

Approval routes follow a configured series of approval levels in sequential order. An approver is not able to provide their endorsement until the prior approval level have provided theirs. If there is more than one user in an approval level, users can approve the request at the same time.

To cater for the unlikely event where urgent approval is required, the last level in the approval workflow can deviate from the standard workflow by providing their overriding approval. This action will skip all other approvers in the workflow.
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