From ICIHelp8.2
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| + | = 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. | |
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| − | + | 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. |
| + | <div class="image-green-border">[[File:Approved deviation clauses.png|720px|Approved deviation clauses.png]]</div> | ||
| + | >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: | |
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| − | + | *'''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.<br/> To learn more, click [[Delegate_an_Agreement_Approval/Review|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. | |
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Revision as of 14:05, 20 December 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.
