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| − | + | = Approving and Rejecting a Contract Type = | |
| − | + | ICI has two predefined user roles for Contract Types: | |
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| − | + | *Primary Owner: The person who creates the Contract Type. | |
| + | *Approver: The person who has a right to approve or reject a Contract Type. | ||
| − | + | To approve a Contract Type: | |
| − | + | 1. '''Click''' the ''Tasks'' tile on My Dashboard. The User Tasks page opens where all your pending tasks are displayed. | |
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| − | 2. | + | 2. '''Click''' the hyperlink given in the approval task. The ''Contract Type Details'' page opens. |
| − | + | <div class="image-green-border">[[File:Approving or rejecting CT User Tasks 7.8.PNG|1000px|RTENOTITLE]]</div> | |
| − | + | 3. '''Click''' the ''Approve'' or ''Reject'' button as appropriate. The ''Add Note'' window opens. | |
| − | + | <div class="image-green-border">[[File:Approving or rejecting a contract type approve button 7.8.PNG|RTENOTITLE]]</div> <div><div class="image-green-border">4. '''Enter''' the comments for approving or rejecting the Contract Type. </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Note''': you must select a reason code for rejecting.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Approving or rejecting a contract type Reason Code 7.8.PNG|RTENOTITLE]]</div> | |
| − | + | 4. '''Click''' ''Add''. The status of the Contract Type changes to ''Approved''. If rejected the status changes to ''Draft''. | |
| − | [[File: | + | <div class="note-box">'''Note''': An approved contract type can be edited by the primary owner of the contract type. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Approving or rejecting a contract type details page 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"><br/> </div> '''Related Topics: '''[[Edit_a_Contract_Type|Edit a Contract Type]] | [[Publish_a_Contract_Type|Publish a Contract Type]]</div> |
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Latest revision as of 11:06, 18 November 2020
Approving and Rejecting a Contract Type
ICI has two predefined user roles for Contract Types:
- Primary Owner: The person who creates the Contract Type.
- Approver: The person who has a right to approve or reject a Contract Type.
To approve a Contract Type:
1. Click the Tasks tile on My Dashboard. The User Tasks page opens where all your pending tasks are displayed.
2. Click the hyperlink given in the approval task. The Contract Type Details page opens.
3. Click the Approve or Reject button as appropriate. The Add Note window opens.
4. Enter the comments for approving or rejecting the Contract Type.
Note: you must select a reason code for rejecting.
4. Click Add. The status of the Contract Type changes to Approved. If rejected the status changes to Draft.
Note: An approved contract type can be edited by the primary owner of the contract type.
