Review approvals (event owner)

With approvals, your request for proposal (RFP) and request for information (RFI) events are automatically routed to approvers based on specific event data, such as event value, business unit, or category. By automating this process, you ensure that each event is reviewed and approved according to predefined rules, maintaining compliance and efficient workflow management.

Send an event for approval

The Approval process automatically sends events to approvers when the event at a certain stage of the event process (e.g., before sending the event to suppliers or before you can award the event) meets certain criteria such as an event value, business unit, or category. This is based on rules defined for your company. You'll need to work with your company's Fairmarkit Admin to define these rules.

View approval status

You can view an event's approval progress on the approvals area in your event.

• View approvals area: If the approvals area isn't displayed, click the pending approval(s) button.

• Matching criteria: Displays details on the approval rule or rules that routed the event for approval.

• Sequence: Displays a list of approvers and the current status of the approval process. Any comments from approvers will also be displayed.

Withdraw approval

If you need to edit your event, you will need to remove it from the approvals process and then resubmit it for review.

1

Open the event. If the approvals area isn't open, click the Pending approval(s) button.

2

Click Withdraw. The Withdraw approval? screen displays.

3

Click Withdraw.

Reassign approval

1

In the approvals area, click Reassign. The Reassign approval window displays.

2

In Select user, select the user to reassign the approval to.

3

Click Reassign.

Track approval

Through out the approval process, you will receive email alerts and can use the Approvals area to track where the event is in the approval process.

Email alerts

As the event owner, you will receive an email alert for the following changes in approvals:

• Event approved (for each approval in the sequence)

• Event rejected

Rejected events

If an approved rejects an event, you will be notified with the comment from the approver. You will be able to edit the event, as needed, and then resubmit it, allowing it to go through the approval process again.

Approved events

Once an event is approved, it will either move to the next approver or will automatically be opened and sent to the invited suppliers.

Event log

To see a detailed history of the approvals process, review the event activity log. See: View event details and history.