Thresholds in Requirements can have authorisers set-up against them. This means that when selecting a threshold for a requirement, a user can select the authoriser(s) needed to approve the Requirement before any notices or Tender questionnaires can be published.
Once an Threshold has been set-up with an Authoriser, in the Requirement dashboard, there will be 2 new filters:
- Authorised - showing Requirements that have been authorised
- Awaiting Authorisation - showing Requirements that are awaiting authorisation
There is also a column header titled 'Authorisation Status' that will show:
- Blank - the Requirement has not been set up with a Threshold that required Authorisation
- Awaiting Authorisation
- Authorised
N.B. Please contact the Support team (support@panacea-software.com) with which users can be given the permission to act as authorisers.
How to set-up an Authoriser against a Threshold
From the Thresholds tab in Sourcing > Settings:
- When either adding (click +Add) or editing an existing threshold (Regulations > Outputs > Thresholds > Edit), tick Requires Authorisation
- Then, click Set Authorisers and set which users can be picked as an Authoriser when this threshold is selected
How to select an Authoriser when choosing a relevant Threshold against your Requirement
When adding a new Requirement or editing an existing Requirement
- Click Select Threshold
- Pick the relevant Threshold options, and select which user(s) need to authorise the Requirement and click Select
- Please note that all authorisers will need to authorise the Requirement before it is considered 'authorised'.
- Save the Requirement
A notification will be sent to the Authoriser(s) notifying them that they have a Requirement to authorise.
How to Authorise a Requirement:
When a user has been set up as an Authoriser for a Requirement, they will be sent a notification (which links them to the Requirement to authorise).
They will also have a new filter option in the Requirement dashboard entitled 'Needs your authorisation' so that the user can filter for Requirements that is awaiting their Authorisation.
To Authorise a Requirement:
- Go into the relevant requirement
- At the top header of the Requirement, click Authorise
- This is logged in the Audit Log of the Requirement
Authorisers can be selected as a recipient when sending Nudges and when adding reminders.