How to prepare an approval

Last updated June 02, 2023
Written by Princess Luzadas

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.

Preparing an RFQ approval

To send an RFQ that requires approval, you'll need to prepare an approval for each individual service. How to:

  1. Proceed to step five of the RFQ
  2. Click the Prepare Approval Workflow button
  3. Review the details of the RFQ & service
  4. Respond to the questions included as part of the approval template
  5. Select an appropriate approval group and route
  6. Click the Save button
  7. Click the Send for Approval button to finalise

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.

Preparing an RFA 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.

  1. Respond to the questions for each section of the Questionnaire. The questions may include a combination of mandatory and non-mandatory questions, as well as requests for document uploads.
  2. In the Requires Approval By section, update the following:
    • Approval Group - Select the appropriate group of approvers for the RFA approval from the dropdown.
    • Approval Route - Select the appropriate approval route for the RFA approval from the dropdown.
  3. Click the Send for Approval button.
  4. To save the RFA approval and you want to continue later on, click the Save button.

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.

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