TRAXX

Workflow Engine

Configurable workflow definitions with multi-level approval chains, DOA (Delegation of Authority) matrices, step-based state management, and threshold-based routing. The engine that governs every transaction in TRAXX.

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How the Workflow Engine Works

Every approval in TRAXX is powered by a configurable workflow engine. Define the rules once — the engine routes, tracks, and enforces them automatically.

Define
Create workflow with steps and rules
Route
Auto-route based on DOA matrix
Approve
Multi-level approval chain execution
Track
Real-time instance monitoring

Configurable Workflow Definitions

Define workflows visually with steps, conditions, and routing rules. Each workflow is a reusable definition that can be versioned, cloned, and applied to different transaction types across the organization.

Step-Based Workflow Builder
Define workflows as a sequence of steps — each step with its own approver rules, conditions, and actions.
State Management
Every workflow instance tracks its current state — pending, approved, rejected, returned, escalated — with full transition history.
Conditional Branching
Route workflows down different paths based on amount, category, department, or custom conditions.
Workflow Versioning
Version workflow definitions. In-flight instances continue on their original version while new submissions use the latest.

DOA Matrices for PR & PO

Delegation of Authority matrices define who can approve what, and up to what amount. Configure separate DOA matrices for Purchase Requests and Purchase Orders with granular threshold-based routing.

PR Approval Matrix
Define approval authority levels for purchase requests based on amount ranges, item categories, and cost centers.
PO Approval Matrix
Separate DOA matrix for purchase orders with different thresholds — because PO authority often differs from PR authority.
Role-Based Authority Levels
Map approval authority to roles — Manager, VP, Director, CFO — each with defined spending limits.
Multi-Dimensional Routing
Route based on combinations — a capital expenditure over a threshold may require both department head and finance approval.

Approval Thresholds & Routing Rules

Define precise thresholds that determine approval routing. Amount-based, category-based, and department-based rules work together to ensure the right people approve the right transactions.

Amount Threshold Configuration
Set approval thresholds — e.g., up to 50K needs manager approval, 50K-500K needs director, above 500K needs VP sign-off.
Category-Based Rules
Different categories can have different approval chains — IT purchases vs. office supplies vs. capital equipment.
Escalation Rules
Define escalation timelines — if an approver doesn't act within the SLA, escalate to the next level automatically.
Auto-Approval for Low-Value
Configure auto-approval for transactions below a defined threshold to reduce approval bottlenecks.

Workflow Instance Tracking

Every transaction creates a workflow instance. Track the journey of each instance through the approval chain with timestamps, comments, and decision history.

Instance Dashboard
View all active workflow instances across the organization. Filter by status, type, department, and age.
Approval Chain Visualization
See exactly where each instance is in its approval chain — who has approved, who is next, and how long it has been pending.
Decision History & Comments
Every approval, rejection, and return is recorded with the approver's comments, timestamp, and decision reason.
SLA Monitoring
Track approval response times against defined SLAs. Identify bottleneck approvers and slow-moving transactions.

Pending Approvals & Override

Approvers see all their pending items in a unified view. Override and release capabilities ensure critical transactions aren't stuck when approvers are unavailable.

Unified Pending Approval View
Every approver gets a single view of all items waiting for their action — PRs, POs, invoices, disposals — across all modules.
Bulk Approve & Reject
Act on multiple pending items at once. Bulk approve low-risk items or reject non-compliant requests in batch.
Override by Authorized Users
Designated users can override stuck approvals when the original approver is unavailable. Full audit trail on every override.
Release & Delegation
Approvers can delegate their authority temporarily — for vacations or role changes — with defined time limits and scope.
DOA
Matrix Driven
Authority-based approval routing
Multi-Level
Chains
Unlimited approval steps per workflow
Real-Time
Tracking
Instance status and SLA monitoring
Override
Capable
Never stuck on an unavailable approver

See the Workflow Engine in Action

Watch how configurable approval chains and DOA matrices govern every transaction without slowing teams down.

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