Stage Approvals

This article explains Stage Approvals within requests

Anika Gadher avatar
Written by Anika Gadher
Updated over a week ago

This article is intended for buyers. If you're a supplier, check out our supplier help articles here.

This article will cover:

What are Stage Approvals?

Stage approvals provide request owners with the ability to seek approval on decisions regarding issuing and progressing a request. These approvals serve multiple purposes, such as:

  • Approval to issue the draft request to selected suppliers

  • Approval to reject a supplier

  • Approval to advance a supplier to the next stage

  • Approval to award the request to a supplier

All actions in the approval process are captured within the audit trail. It's essential to note that this mechanism does not enforce or automate; it facilitates the ability to capture approval from other stakeholders.

Where are Stage Approvals located?

In a draft request, locate Approvals alongside the Comments tab. For draft requests, ensure you've selected or invited suppliers to your request under the 'Suppliers' tab before opening Stage approvals.

In a live request, you can find the stage approvals section under the Suppliers tab:

In a draft request, you can find 'Approvals' alongside the comments tab:

Implementing Stage Approvals

To create a new Stage Approval:

  1. Click + New approval, opening a pop-up window.

  2. Use the dropdown boxes to select supplier(s) for review.

  3. Complete the description field for detailed instructions.

  4. Optionally, add supporting documents and click Next. Select team member(s) to approve the request with the Add approver.

  5. Review and remove any approvers if needed and click Next

  6. Review the approval request

  7. Submit the approval request, triggering notifications to all approvers

✏️ Please Note: Super users can send approval requests but cannot be approvers unless added to the request team.

Approvers can see:

  • Description of the request

  • Associated stage

  • Approval status

  • Relevant suppliers

  • Approvers' names

  • Status of all approvers' responses

Responding to Stage Approvals

To respond to an approval, navigate to the request and under the Supplier tab click on the Respond button in the Stage approvals section. A pop-up box will display details of the approval request:

  • Choose between Approved or Rejected.

  • Leave an optional comment.

✏️ Please Note: You can update your response after submission.

After a Stage Approval response has been received

After reviewing and submitting responses, the owner can see the status of approvers, with responses updated accordingly.

✏️ Please Note: You can cancel approval requests, but you cannot undo submitted responses.

For any further queries, please use our live chat function or email:

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