Approving and Rejecting Agreements[edit]


= Approving and Rejecting Agreements =

<font face="Segoe UI">An agreement can be created from an approved Contract Request (see [[Creating_an_Agreement_from_a_Contract_Request|Creating an Agreement from a Contract Request]]) or by creating a new agreement (see [[Create_Agreement_Page|Create Agreement Page]]). Either way they are created, all agreements must be approved before they can go to the next stage of the workflow. All permissions, such as creating, approving&nbsp;and deleting of entities are controlled from the [[Working_with_Role_Action_Mapping|role-action mapping]].</font>

<font face="Segoe UI">Following are the predefined roles for Agreements:</font>

*<font face="Segoe UI">Primary Owner: creates the agreements</font> 

*<font face="Segoe UI">Contract Admin: can configure security settings and role permissions</font> 

*<font face="Segoe UI">Approver: can approve and reject agreements</font> 

*<font face="Segoe UI">Reviewer: this is an optional role that review the agreement, if the primary owner or the approver chooses to send the agreement for reviews.</font> 

*<font face="Segoe UI">Deviation Approver: reviews any deviations in rules and clauses and approves and reject the deviations.</font> 

<font face="Segoe UI">To approve an agreement:</font>

<font face="Segoe UI">1. Click the '''Tasks''' KPI tile on the Dashboard. This opens the User Task Dashboard Page.</font>

<font face="Segoe UI">2. Click the link of the agreement that you need to approve. This opens the [[Agreement_Details_Page|Agreement Details Page]].</font>

<font face="Segoe UI">3. Click '''Approve'''. This opens the [[Add_Notes|Add Notes]] dialog box.</font>

<font face="Segoe UI">4. Type a note and click Add. The status of the agreement changes to '''Approved'''.</font>

<font face="Segoe UI">Refer to [[Sending_an_Agreement_for_Review|Sending an Agreement for Review]] for details.</font>

<font face="Segoe UI">Related Topics:<br/> [[Delegate_an_Agreement_Approval/Review|Delegate an Agreement Approval/Review]]</font>