Procurement Admin
Define approval routes
Who approves what — and what happens when that person is away.
- Duration: 20 min
- Level: Intermediate
- Read first: Set up your organisation
Approval routes model how decisions are already made in your organisation. Model the existing practice; don’t invent a new one.
How to go about it
- Write the existing decision paths down — on paper, before configuring.
- Define the stages.
- Set deputies.
- Walk one real case through end to end.
The question you will be asked
“What happens when someone is on holiday?” Answer it while configuring, not at the first stall.