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 quick process that allows you to provide key details for approvers to review and select the appropriate approval route.
To send an RFQ that requires approval, you'll need to prepare an approval for each individual service. How to:
Once the approval workflow has been sent, email notifications will be sent to the first level approver(s) notifying them of their enrolment in the approval workflow.
You will be unable to make changes to the RFQ and approval responses once it has been sent for approval. Please ensure you have completed all changes before submitting the approval.
If you have chosen to work on the approval process at a later time after creating a recommendation for award, go to the Engagements & Awards tab and click the Prepare Approval Workflow button to initiate the approval process. However, if you have already initiated the process, follow the steps outlined below.
The maximum file size of a document that can be uploaded to Felix is 300 MB.
- Use the Collapse All Panels or Expand All Questionnaire Panels button to quickly access more or less details of the RFA approval at once.
Pending and approved RFA approvals and sent awards can be viewed on the Engagements & Awards tab of the RFQ.