Workflows allow you to map out and portray your purchasing cycle within the LittleBig Connection platform. Thanks to them, you can add one or several validation steps, based on different criteria you may have previously defined, prior to the publication of a Request For Proposals. In this article, let's see how to take action in a validation workflow, and for more information on how to set them up, you can read the article Configuration of a Validation Workflow.
Within this article
Access the validation workflow
When a validation workflow is added at the time the RFP is created, and, if you are in charge of authorizing (or rejecting) its publication, you will have three ways to do so:
By clicking on the link received on the email pertaining to this matter
By clicking on the notification accessible via the bell icon on the platform
Or by going to the My RFPs page in the RFP tab, then :
In the grid, find the RFP with the status Workflow in progress, open the action menu then click directly on View the workflow, or on View to access the RFP
On the RFP page, open the menu at the top right of the page and click on Validation workflow
Take action on the RFP publication
On the workflow page, you will find on the right, a summary of the dates, location, and the entity from which it was issued. In the middle, there is a section going over the budget and the spending line associated. Located underneath is the Validation Steps section, where you can make your decision about the publication of the RFP.
- If you wish to authorize the publication, click on Validate. A window will open where you can write a comment, then click again on Validate.
- If there are further validation steps, the workflow continues and the next validator is notified.
- If there are no further validation steps, the workflow is completed and the RFP is subsequently published. Its status will also change to Published.
- If you want to reject the publication of the RFP, click on Reject. A window will open, allowing you to write a comment, then click on Validate. By rejecting the publication, the operational manager in charge of the RFP is notified and the status of the RFP changes to Publication refused. Your comment will allow the operational manager to make the required changes so that the RFP can be published. After modifications, the RFP will follow the validation workflow again.