8. Approval Workflows

A guide for Enterprise Users on the onboarding and approval process for getting vendors into your network and list in Felix.

A guide for Enterprise Users on how to approve or decline an approval workflow request and overriding an approval in Felix.

A guide for Enterprise Users using the Sourcing module, who are required to prepare Approval Workflows for Requests for Quotation (RFQ) or Recommendations for Award (RFA).

A guide for Enterprise Users and Administrators on what an Approval Workflow is in Felix.

A guide to applying sign-off templates to a Vendor

How Enterprise Users can view approval progress, send reminders to approvers and raise awareness of options in Felix.

How Enterprise Users can insert or modify approvers in an approval route in Felix.

A guide for Enterprise Users with the Manage Approval Workflows permission (or Administrator Security Group) on how to create Approval Groups, Approval Routes along with adding/replacing/removing Approvers in their Approval workflow.