Application Approval Workbench

When surveys are approved by customers, the onboarding application status changes from Submitted to Sign off. After the sign-off is provided by the Approval (user) groups, the application can be approved using the Approved Application option on the Application Details page.

The approval groups specified on the Setup Approval Group page, have a set of users and a user from each group must review and sign off the details submitted by the supplier. The Approval sequence parameter is specified on the Onboarding Setup page. When the parameter is set to Series, a sequential order must be followed for the sign-off of the application. The succeeding approval group can receive the application only after the preceding approval group provides the sign off. If the Approval sequence parameter is set to Parallel, following a sequential order to sign-off the application, is not required.

In case, the Category Manager and Vendor Assurance Manager groups are configured on the Setup Approval Group page, the application is sent to respective Category Manager and Vendor Assurance Manager of the categories selected by the supplier or vendor for the sign off.

After the sign off is provided by all the approval groups, the application status changes from Sign off to Approval. The final approval can be provided by a user in one of the Approval groups that have the Approver privilege. However, the approval group with Override privileges can either approve or reject the application.