Automatic approval workflow

When schemes are created, they can be submitted for automatic approval workflow according to your organisational hierarchy and processes.

Automatic approval workflow provides a way of automatically inviting the required users to approve or reject your proposals in order to ensure it has been reviewed and signed off by the correct people before it is activated to a scheme. Once workflow has started the scheme will be locked and therefore cannot be edited. You can ‘stop’ the workflow in order to stop it being progressed further and then ‘unlock’ the scheme to be able to edit it, this will require the re-approval of the scheme.

The workflow is progressed by the system which generates the approval hierarchy, sends email notifications and accepts approvals online.

The key objectives of the automatic approval workflow are:

• To drive an efficient approval workflow for new and revised schemes;
• To ensure that the correct approval workflow is followed at all times;
• To ensure that the information that is used in DealTrack to track and collect rebates has been approved internally by the client and signed off by the trading partner.

There are numerous ways in which approval workflow can be configured based on your organisation, the way that it is configured will determine who will be invited to the approval process. This can be configured and maintained by any user with client admin access. 

You can learn more about automatic approval workflow here.