From ICIHelp8.1
Jump to: navigation, search
 
Line 15: Line 15:
  
 
3. '''Select''' an appropriate user as a reviewer from "Select User"'''''.''''' Alternatively, in the "Refine_View" box, type the name of the appropriate user.
 
3. '''Select''' an appropriate user as a reviewer from "Select User"'''''.''''' Alternatively, in the "Refine_View" box, type the name of the appropriate user.
−
<div class="image-green-border">[[File:Request review 2.PNG|820px|Request review 2.PNG]]</div>  
+
<div class="image-green-border">[[File:Request review 2.PNG|920px|Request review 2.PNG]]</div>  
 
4. Navigate to different pages&nbsp;to find the specific users.
 
4. Navigate to different pages&nbsp;to find the specific users.
  

Latest revision as of 10:05, 19 January 2022

 

 

Sending a Request for Review

ICI has strong review and approval processes for each entity relating to Agreement. After the Request is created, you (primary owner) send it for review. Reviewer plays a vital role in review and approval processes for each entity related to agreement and suggest the changes wherever necessary.

To send a Contract Request for a review:

1. Click "Request Review" on the Details section of the Request. 

Request Review 01.PNG

2. Click "Internal" tab to add internal user as a reviewer.

3. Select an appropriate user as a reviewer from "Select User". Alternatively, in the "Refine_View" box, type the name of the appropriate user.

Request review 2.PNG

4. Navigate to different pages to find the specific users.

5. Click "Send". The Reviewer receives a notification for review. The status of the document changes to Review Pending.

Sending a Request for Approval

To send a contract request for approval:

1. On the Details tab of a particular request page, select the option "Send for Approval".

Apart from Send for Approval, you have the following options available:

  • Edit - Select this option to edit the specific request.
  • Delete - Select this option to delete the specific request.
  • Request Review - Select this option to review the specific request.

2. When you click "Send for Approval", the request is sent for approval and the status of the request changes to "Waiting for Approval".

Request Review 03.png
 
Note: The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.

 

 

 

Related Topics: Requests | Reviewing and Approving a Request

Retrieved from "https://iciwikiapac.icertis.com:443/ICIHelp8.1/index.php?title=Sending_a_Request_for_Review_and_Approval&oldid=22711"