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* Deviation Approver | * Deviation Approver | ||
| − | The team member assigned the role of a '''reviewer''' can review that agreement as an '''Internal Reviewer'''. | + | The team member assigned the role of a '''reviewer''' can review that agreement as an '''Internal Reviewer'''. Once the agreement is sent for the review using '''Request Review''', you can cancel this request.<br/> |
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| + | This is the process to review an Agreement as an internal reviewer: | ||
1. Click the '''Tasks''' tile on [[My Dashboard]] page. This opens the [[User Task Dashboard Page]] and displays a list of tasks assigned to the user that is currently logged in.<br/> | 1. Click the '''Tasks''' tile on [[My Dashboard]] page. This opens the [[User Task Dashboard Page]] and displays a list of tasks assigned to the user that is currently logged in.<br/> | ||
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[[File:Page_UserTaskDashboard.JPG]] <br/> | [[File:Page_UserTaskDashboard.JPG]] <br/> | ||
| − | 2. Click the | + | 2. Click the link with the agreement name. This opens the [[Agreement Details Page]]. <br/> |
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| − | + | 3. Click as appropriate buttons to act on this request to review:<br/> | |
| + | * Cancel Request: to cancel the request for review. <br/> | ||
| + | * Approve: to approve the request for review. | ||
| + | * Reject: to reject the request for request.<br/> | ||
| − | + | 4. Perform these options to complete your review: <br/> | |
| − | : | + | * Download Document: to download the agreement in PDF format. <br/> |
| + | * Upload Document: to upload the reviewed document with comments. <br/> | ||
| + | * Edit: to make changes to the agreement.<br/> | ||
| + | * Send For Approval: to send the agreement for approval after your reviews are complete.<br/> | ||
| + | * Delete: to delete the agreement completely. <br/><br/> | ||
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| + | Third party reviews are done by the external party. The Third Party user reviewing the agreement may or may not have access to ICM. This is the process to review an Agreement as a Third Party Reviewer: <br/> | ||
| − | + | 1. Download the document that you received by e-mail from the primary owner.<br/> | |
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| + | 2. Review the document and send it back with your comments to the primary owner by e-mail.<br/> | ||
| − | + | 3. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICM again. | |
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Revision as of 11:37, 26 February 2017
Reviewing an Agreement
The default workflow of an agreement allows for reviews by both internal users as well as the external party, before being signed and executed. These are refereed to as internal reviews and external reviews in ICM.
Certain roles and controls are predefined in ICM for dealing with Agreements:
- Contract Admin
- Primary Owner
- Approver
- Reviewer
- Deviation Approver
The team member assigned the role of a reviewer can review that agreement as an Internal Reviewer. Once the agreement is sent for the review using Request Review, you can cancel this request.
This is the process to review an Agreement as an internal reviewer:
1. Click the Tasks tile on My Dashboard page. This opens the User Task Dashboard Page and displays a list of tasks assigned to the user that is currently logged in.
2. Click the link with the agreement name. This opens the Agreement Details Page.
3. Click as appropriate buttons to act on this request to review:
- Cancel Request: to cancel the request for review.
- Approve: to approve the request for review.
- Reject: to reject the request for request.
4. Perform these options to complete your review:
- Download Document: to download the agreement in PDF format.
- Upload Document: to upload the reviewed document with comments.
- Edit: to make changes to the agreement.
- Send For Approval: to send the agreement for approval after your reviews are complete.
- Delete: to delete the agreement completely.
Third party reviews are done by the external party. The Third Party user reviewing the agreement may or may not have access to ICM. This is the process to review an Agreement as a Third Party Reviewer:
1. Download the document that you received by e-mail from the primary owner.
2. Review the document and send it back with your comments to the primary owner by e-mail.
3. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICM again.
