Automatic approval workflow

When trading programs are created, they can be submitted for automatic approval workflow according to your organizational 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 they are activated. Once workflow has started the trading program 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 trading program to be able to edit it. This will require the re-approval of the trading program.

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 Enable to track and collect rebates has been approved internally by you and signed off by your trading partner.

There are numerous ways in which your approval workflow can be configured based on your organization by setting up organizational hierarchy. 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 our automatic approval workflow here.