Configuring Approval Groups for Services

Approval Groups are groups of authorized approvers who are notified when particular work items are submitted.

For example, when a worker submits a Time Sheet for their hours worked, the Time Sheet must be approved before it can be invoiced.

Throughout the lifecycle of SOW creation and management there are a variety of times where an organization may want, or need, to configure approval groups, such as when approving a newly created SOW or revising the terms of an existing one, updating fees or other characteristics, or when an SOW Worker is added to a project.

Configuring approval groups for SOWs and SOW workers is different from the approval groups used for the Contingent module. Therefore, approval groups for the Services module must be created separately.

Approval groups are crucial for ensuring that work items, such as SOWs, are reviewed and approved by authorized personnel, thereby streamlining operations and maintaining compliance.

Key Points:

• Purpose of Approval Groups: Authorized approvers are notified when particular work items are submitted, ensuring proper review and approval before work proceeds.
• SOW Approval Needs: Approval groups are necessary throughout the SOW lifecycle for approving, revising, and updating SOWs and associated workers.
• Separate Configuration: Approval groups for SOWs in the Services module must be created separately from those in other modules.
• Customizable Options: Approval groups can be configured with various options, including role-based approvals, approval types, and messaging types to fit the organization's needs.