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How to track approval progress

After requesting RFQ approval you can track the progress of the approval workflow. Felix also gives you the ability to send an email reminder to a user you are waiting on to provide their approval.


View approval progress

To view the progress of an approval workflow:

  1. Navigate to Projects & Quotes > Requests for Quotation 
  2. Hover over the more icon beside the pending RFQ
  3. Select Approval Overview
  4. Click the View Workflow button


Send a reminder to approvers

To send a reminder to an approver:

  1. Navigate to Projects & Quotes > Requests for Quotation
  2. Hover over the more icon beside the pending RFQ
  3. Select Approval Overview
  4. Click the View Workflow button
  5. Click the Remind button next to the outstanding approver


An email notification will be sent to the approver. Notifications can only be triggered once a day.
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