Enterprise Help Centre

How to track approval workflow progress

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

Track approval workflow progress

To track the progress of an approval workflow:

  1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
  2. Locate the RFQ whose approval workflow you would like to track
  3. Hover over the more icon beside the relevant RFQ
  4. Select Approval Overview from the drop-down menu
  5. Click the View Workflow button next to the relevant service
  6. Scroll to the Requires Approval By section to view the approval groups in the workflow, as well as the progress of each approver

Send a reminder to approvers

To send a reminder to an approver:

  1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
  2. Locate the RFQ who has an approver you would like to send a reminder to
  3. Hover over the more icon beside the relevant RFQ
  4. Select Approval Overview from the drop-down menu
  5. Click the View Workflow button next to the relevant service
  6. Scroll to the Requires Approvals By section at the bottom of the page
  7. Locate the next approver in line
  8. Click the Remind button to send a notification email to the organisation user, reminding them to action the approval workflow.
Was this article helpful?
Need further assistance?Contact Support