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Understanding approval groups and workflows
You can request key project staff in your organisation to provide their approval for RFQs, Recommendation for Award and Contract Variation activities. These...
How to request RFQ approval
After creating and reviewing your RFQ, the next step of the creation is to request approval from organisation users. Tip: You can learn more about app...
How to request RFA approval
After a Recommendation for Award (RFA) has been raised, you will need to request approval for the award from other organisation users. Tip: You can le...
How to edit an approval workflow
There may be instances where you need to temporarily edit an existing approval workflow, for example if a staff member is ill or on leave. Adding a new app...
How to approve an RFQ service
If you are an organisation user with approval permissions, you may be asked to sign-off on RFQ activities. Tip: You can learn more about approvals and...
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...
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