| Line 24: | Line 24: | ||
* '''Approve''' to approve the clause. <br/> | * '''Approve''' to approve the clause. <br/> | ||
* '''Reject''' to reject the clause. <br/> | * '''Reject''' to reject the clause. <br/> | ||
| − | * '''Delegate''' to delegate the task to another user. <br/> To learn more, click [[Delegate an agreement]]. <br/> | + | * '''Delegate''' to delegate the task to another user. <br/> To learn more, click [[Delegate_an_Agreement_Approval/Review|Delegate an agreement]]. <br/> |
The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow. <br/> | The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow. <br/> | ||
Revision as of 06:41, 19 April 2016
Home > Agreements
A user role defines controls or permissions given to a user. ICM 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.
4. Click 
to view comments provided by other users in the team or other stakeholders.
2. Click 
. The Deviation Details dialog box displays the comments provided by other users. You can add your own comments too.
3. After your review, click one of the following buttons:
- Approve to approve the clause.
- Reject to reject the clause.
- Delegate to delegate the task to another user.
To learn more, click Delegate an agreement.
The History tab displays all the events and actions related to the Clause deviations and the approval flow.
