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Shefali DK (Talk | contribs) |
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1. C'''lick''' "View More" on "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action. | 1. C'''lick''' "View More" on "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action. | ||
| + | <div class="image-green-border">[[File:8.0-Template Management Approval My Task.PNG|720px]]</div> | ||
| + | 2. '''Click '''the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]". The "Templates" Details page opens''.'' | ||
| + | <div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px]]</div> | ||
| + | 3. '''Click "'''Download"'' ''to download the Template and "Edit" to edit the Template. | ||
| − | + | 4. '''Click "'''Approve". The "Add Note" drawer opens. | |
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5. '''Enter '''your comments if any. | 5. '''Enter '''your comments if any. | ||
| − | 6. '''Click | + | 6. '''Click "'''Add". The status of the Template changes to "Approved". |
| − | <div class="image-green-border"> | + | <div class="image-green-border"> </div> <div class="image-green-border"> </div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note ''window opens. </div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div> |
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Revision as of 13:53, 14 December 2021
Approving/Rejecting a Template
Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template.
To approve a Template:
1. Click "View More" on "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action.
2. Click the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]". The "Templates" Details page opens.
3. Click "Download" to download the Template and "Edit" to edit the Template.
4. Click "Approve". The "Add Note" drawer opens.
5. Enter your comments if any.
6. Click "Add". The status of the Template changes to "Approved".
To reject a Template:
1. Click Reject. The Add Note window opens.
2. Enter your comments if any.
3. Select a reason for rejecting the template from the Reason Code drop-down (This is a mandatory step).
4. Click Add. The status of the Template changes to Draft and the Template has to go through the approval process again.
Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates
