Send a Request for Review[edit]



= Send 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''&nbsp;on the ''Details ''section of the Request. This opens the&nbsp;''Request Review'' dialog box. 
#'''Click''' ''Internal&nbsp;''tab&nbsp;to add internal user as a reviewer. 
#'''Select''' an appropriate user as a reviewer from&nbsp;''Select User'''.''''' Alternatively, in the ''Search User'' box, type the name of the appropriate user, and&nbsp;'''click''' [[File:Search icon.png|RTENOTITLE]]. 
#Use the arrows [[File:Scroll arrow.jpg|RTENOTITLE]] to find the specific users. <div class="image-green-border"><span class="bullet-align-image">[[File:Request review.jpg|RTENOTITLE]]</span></div>  
#'''Click '''''Send''. The Reviewer receives a notification for review. The status of the document changes to ''Review Pending.'' 

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= Send a Request for Approval =

ICM has strong review and approval processes for each entity relating to the&nbsp;agreement workflow. After the request is created, only ''Contact Admin&nbsp;''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&nbsp;''Waiting for Approval'''''.'''
<div class="image-green-border">'''[[File:Request Details Page.png|1050x450px|RTENOTITLE]]'''</div> 
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{| class="wikitable"
|-
| '''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|Approve a Request]]

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