Log in to Trade Shield at app.fabricworkflows.com using your credentials. Once logged in, you will land on the main dashboard.

TRADE SHIELD DASHBOARD

In the left-hand navigation panel, scroll to the Fabric Workflows section and select Workflow Overview. This opens the full list of active credit workflows.

WORKFLOW OVERVIEW SCREEN

The Workflow Overview groups applications by approval stage. Each card shows the applicant name, current stage, and the date the application was last actioned. Use the search bar or scroll through the list to find the application you want to track.

WORKFLOW LIST — GROUPED BY STAGE

ⓘ Tip: Use the Search workflows bar or filter by Assigned to me to quickly find a specific application without scrolling through the full list.

Applications move through multiple approval stages depending on the credit limit requested. Each stage is shown as a labelled header above the application card. Common stages include:

⚠ Note: Higher credit limits may require multiple approval levels (e.g. Level 1, Level 2). Each level must be cleared before the application progresses to the next stage.

Click on the application card to open it. At the top of the application detail screen, you will see a row of action buttons. Select the Assigned To tab to see who is responsible for the current approval step.

APPLICATION DETAIL — ACTION BAR

ⓘ Tip: The Overview tab shows the current stage status. Switch to Assigned To to see the specific team and individual members responsible.

The Assigned To panel displays the team responsible for the current workflow stage, along with the individual members who form part of that team. You will see each member's email address and contact number.

ASSIGNED TO PANEL

ⓘ Tip: Contact details for each team member are shown in the Members panel. Reach out directly if you need to follow up on a pending approval.

The Assigned To section is blank or shows no reviewer

Cause

The approval step has not yet been allocated to a reviewer or team. This can occur immediately after a workflow is created or when a previous stage has just been completed.

Resolution

• Wait a few minutes and refresh the page — assignments may still be processing.
• If the step remains unassigned for an extended period, contact the Trade Shield support team for assistance.

Q: How many approval levels can my application go through?

The number of approval levels depends on the credit limit requested. Higher limits may require multiple review stages, including both risk review and final approvals. Your organisation's approval configuration determines the exact number.

Q: Why does my application show a "Pending Review" status?

This means the application is awaiting action from the assigned reviewer or team. Select the Assigned To tab in the workflow to see who is responsible for the current step and contact them directly if needed.

Q: Can I track all approval steps in one place?

Yes. The Workflow Overview section displays the current stage for all applications that have been initiated. You can filter by department or use the search bar to find a specific application quickly.

Q: What should I do if I suspect an approval delay?

Check the Assigned To field to confirm who is responsible. If the step has not progressed for an extended period, contact your finance or approvals team directly, or reach out to Trade Shield support.