How Can Superusers Manage and Troubleshoot Approval Workflows in Procurify?
Approval workflows in Procurify are essential for ensuring that orders are routed to the correct approvers. Superusers play a critical role in managing and troubleshooting these workflows. This article provides guidance on common issues and solutions related to approval workflows, including routing errors, role configurations, and delegation settings.
Overview of Approval Workflows
Approval workflows determine how orders are routed for approval based on predefined settings. Superusers have the ability to oversee and manage these workflows to ensure smooth operations.
Troubleshooting Approval Routing Issues
Missing Approvers in Approval Groups
If a Superuser is not receiving orders for approval, it may be due to their absence from specific approval groups. To resolve this:
Navigate to Manage Approval Routing.
Select the relevant approval group (e.g., Shipping, Slitting, Structural, etc.).
Click Edit.
Add the Superuser as the final approver by selecting Add Approver in the top-right corner.
This ensures that the Superuser is included in the approval flow for all relevant groups.
Orders Routed to Incorrect Approvers
If an order is being routed to the wrong approver, such as Russell Spragis, check the Approval Routing Settings in your Procurify account. This will help identify and correct any misconfigurations in the approval flow for the department linked to the order.
Configuring Approver Roles and Permissions
Viewing Pending Orders
Superusers may not receive notifications for pending orders, as notifications are only sent to the Requester and Approver. However, Superusers can view pending orders by enabling the appropriate settings. This allows them to monitor orders awaiting approval from other approvers.
Overseeing Specific Approvers
To oversee pending orders for all or specific approvers:
Navigate to the relevant settings page.
Select either ALL or specific approvers to monitor their pending orders.
Managing Delegation Settings
Superusers can delegate approvals on behalf of an approver who is unavailable. Once delegated, requests assigned to that approver will route to the designated delegate during the delegation period. This prevents bottlenecks when an approver has not set up delegation themselves.
FAQs for Superusers
Why am I not receiving orders for approval?
Ensure that you are added as an approver in all relevant approval groups. Follow the steps outlined in the "Missing Approvers in Approval Groups" section above.
How can I check why an order is routed to the wrong approver?
Review the Approval Routing Settings to identify and correct any misconfigurations.
Can I monitor pending orders for specific approvers?
Yes, you can configure settings to oversee pending orders for all or specific approvers.
What happens if I delegate approvals?
Delegated approvals ensure that requests are routed to the designated delegate, avoiding delays when an approver is unavailable.
Related Topics
Setting Up Approval Workflows
Managing Roles and Permissions in Procurify
Troubleshooting Approval Notifications