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ICM 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. | ICM 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. | ||
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ICM has strong review and approval processes for each entity relating to the agreement workflow. After the request is created, only ''Contact Admin ''can send it for approval. Approver can approve or reject a request. | ICM has strong review and approval processes for each entity relating to the agreement workflow. After the request is created, only ''Contact Admin ''can send it for approval. Approver can approve or reject a request. | ||
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To learn how approve a request, '''click '''[[Approve_a_Request|Approve a Request]] | To learn how approve a request, '''click '''[[Approve_a_Request|Approve a Request]] | ||
| − | | + | '''Related Topics:''' [[Creating_a_Request|Creating a Request]] | [[Reviewing_and_Approving_a_Request|Reviewing and Approving a Request]] |
Revision as of 10:09, 17 April 2019
Sending a Request for Review
ICM 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:
- Click Request Review on the Details section of the Request. This opens the Request Review dialog box.
- Click Internal tab to add internal user as a reviewer.
- Select an appropriate user as a reviewer from Select User. Alternatively, in the Search User box, type the name of the appropriate user, and click
. - Use the arrows
to find the specific users. 
- Click Send. The Reviewer receives a notification for review. The status of the document changes to Review Pending.
Sending a Request for Approval
ICM has strong review and approval processes for each entity relating to the agreement workflow. After the request is created, only Contact Admin can send it for approval. Approver can approve or reject a request.
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.
| 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. |
To learn how approve a request, click Approve a Request
Related Topics: Creating a Request | Reviewing and Approving a Request
