Managing Order Approval Workflow in C-Link

Sections in this Article

• 👥 Accessing Team Manager
• ⚙️ Setting Up Approval Threshold Groups
• ✅ Assigning Approvers
• 🧾 Requesting Approval for Orders
• 🎥 Full Walkthrough Video
  

👥 Accessing Team Manager

To start setting up your order approval workflow:

1. Log into C-Link
   Navigate to your Project Dashboard upon logging in.
2. Open Team Manager
   From the main menu, select Team Manager.
   You’ll see a list of all colleagues within your organisation who have access to C-Link.

⚙️ Setting Up Approval Threshold Groups

Approval Threshold Groups define the value limits within which orders require review. This action is restricted to Admins and Super Admins.

1. Scroll to the Bottom of the Team Manager Page
   Locate the section titled Approval Threshold Groups.
2. Create or Edit Groups
   Use the options available to add, edit, or delete any groups.
3. Apply Going Forward
   Note that threshold changes are not retrospective — they only apply to new orders created after setup.
4. Receive Confirmation
   Once saved, a system notification will confirm your threshold groups have been successfully set.

✅ Assigning Approvers

Next, assign which team members can approve orders within the thresholds you’ve defined. This action is restricted to Admins and Support Admins.

1. Set User Permissions
   By default, all users are set to Approve None.
2. Choose the Appropriate Threshold
   Click the dropdown beside each user and select from your configured threshold groups or Approve All.
3. Save and Confirm
   You’ll receive a system confirmation once each user’s approval level is successfully updated.

🧾 Requesting Approval for Orders

Once your workflow is configured, approvals are automatically triggered when new orders are raised.

1. Complete Order Details
   Fill in all mandatory fields on the Document Creator in the Order Form.
   The progress bar must reach 100%.
2. Request Approval
   Click Request Approval on the top-right-hand side.
3. Select Approver
   From the dropdown list, choose an approver with the appropriate threshold rights.
4. System Notification
   A notification confirms that your order has been submitted for approval.

Summary ✅

This guide has outlined how to:

• Set up approval thresholds
• Assign approval permissions
• Issue and manage orders with built-in workflow control

Following these steps ensures orders are standardised, auditable, and always issued with the right level of oversight.

🎥 Full Walkthrough Video

For a complete visual demonstration, watch the full walkthrough video below: