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.
To send your RFQ for approval perform the following:
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.
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: