Preparing approval workflows

If your organisation is using Approval Workflows it's likely that you'll need to prepare an approval workflow when using Felix. Preparing workflows is a quick process which allows you to provide key details for approvers to review and select the appropriate approval route.

Approval workflows need to be completed for each individual service (also known as an item or package) on an RFQ.

Preparing approval workflow for RFQs

To send your RFQ for approval perform the following:

  1. Proceed to the final step of the RFQ
  2. Click the Prepare Approval Workflow button
  3. Review the details and matched vendors listed for the RFQ to ensure accuracy
  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 an email will be automatically sent to the approvers notifying them of their enrolment in the approval workflow.

You will only be able to send the RFQ once at least one approver in each tier has completed their approval. Until this time the status of your RFQ will show as Saved.

Request RFA Approval

Tip:  If you clicked the Start Approval button when recommending a vendor for award you will be directed to the creation page for the approval instance. If you are already on this page you can skip to step 7 in the instructions below.

To request approval for a recommendation for award:

  1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
  2. Hover over the more icon beside the relevant RFQ
  3. Select View Details from the drop-down menu
  4. Navigate to the Engagements & Awards tab of the RFQ
  5. Locate the relevant pending engagement
  6. Click the Edit Workflow button beside the relevant RFA engagement
  7. Review the Recommendation for Award Details section
  8. Respond to the questions. These may consist of a mix of mandatory and/or non-mandatory questions and document uploads     
  9. In the Requires Approval By section, select the appropriate approvers for the RFA approval workflow
  10. Click the Send for Approval button
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