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= <font face="Segoe UI">Approve Deviated Clauses</font> = | = <font face="Segoe UI">Approve Deviated Clauses</font> = | ||
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<font face="Segoe UI">1. Click the '''agreement/contract link''' that you have received in the email notification. The system navigates you to the '''Deviations''' tab of agreement details page.</font> | <font face="Segoe UI">1. Click the '''agreement/contract link''' that you have received in the email notification. The system navigates you to the '''Deviations''' tab of agreement details page.</font> | ||
| − | <div class="image-green-border | + | <div class="image-green-border">[[File:Approved deviation clauses.png|720px]]</div> |
| − | <font face="Segoe UI">2. Click | + | <font face="Segoe UI">2. Click '''...''' to view '''Deviation Details''' drop-down that displays the comments provided by users in the team or other stakeholders and to add your own comments.</font> |
| − | <font face="Segoe UI">3 | + | <font face="Segoe UI">3. After your review, click one of the following buttons:</font> |
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*<font face="Segoe UI">'''Approve''' - click to approve the clause. When clicked '''Deviation Details''' window pops up, it will display the details of specific clause, and you can also put in the required comments as well in the Comment box.</font> | *<font face="Segoe UI">'''Approve''' - click to approve the clause. When clicked '''Deviation Details''' window pops up, it will display the details of specific clause, and you can also put in the required comments as well in the Comment box.</font> | ||
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*<font face="Segoe UI">'''Delegate''' - click to delegate the task to another user.<br/> To learn more, click [[Delegate_an_Agreement_Approval/Review|Delegate an agreement]].</font> | *<font face="Segoe UI">'''Delegate''' - click to delegate the task to another user.<br/> To learn more, click [[Delegate_an_Agreement_Approval/Review|Delegate an agreement]].</font> | ||
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| + | <font face="Segoe UI">4. '''Click '''on "SAVE CHANGES" button.</font> | ||
<font face="Segoe UI">The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow.</font> | <font face="Segoe UI">The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow.</font> | ||
Revision as of 12:20, 23 November 2021
Approve Deviated Clauses
A user role defines controls or permissions given to a user. ICI has the following predefined user roles for the Agreements feature:
- Contract Admin
- Primary owner
- Approver
- Reviewer
- Deviation approver
You (primary owner) send the reviewed agreement/contract to Deviation Approver. As a Deviation Approver, you can approve or reject individual clauses inside the agreement if a Deviation Approver role is assigned to you.
To approve/reject deviated clauses:
1. Click the agreement/contract link that you have received in the email notification. The system navigates you to the Deviations tab of agreement details page.
2. Click ... to view Deviation Details drop-down that displays the comments provided by users in the team or other stakeholders and to add your own comments.
3. After your review, click one of the following buttons:
- Approve - click to approve the clause. When clicked Deviation Details window pops up, it will display the details of specific clause, and you can also put in the required comments as well in the Comment box.
- Reject - click to reject the clause.
- Delegate - click to delegate the task to another user.
To learn more, click Delegate an agreement.
4. Click on "SAVE CHANGES" button.
The History tab displays all the events and actions related to the Clause deviations and the approval flow.
