(Created page with " = 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_Requ...") |
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= Approving and Rejecting Agreements = | = 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 and deleting of entities are controlled from the [[Working_with_Role_Action_Mapping|role-action mapping]].</font> | |
| − | <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. All permissions, such as | + | |
<font face="Segoe UI">Following are the predefined roles for Agreements:</font> | <font face="Segoe UI">Following are the predefined roles for Agreements:</font> | ||
Revision as of 13:19, 4 March 2017
Approving and Rejecting Agreements
An agreement can be created from an approved Contract Request (see Creating an Agreement from a Contract Request) or by creating a new agreement (see 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 and deleting of entities are controlled from the role-action mapping.
Following are the predefined roles for Agreements:
- Primary Owner: creates the agreements
- Contract Admin: can configure security settings and role permissions
- Approver: can approve and reject agreements
- Reviewer: this is an optional role that review the agreement, if the primary owner or the approver chooses to send the agreement for reviews.
- Deviation Approver: reviews any deviations in rules and clauses and approves and reject the deviations.
To approve an agreement:
1. Click the Tasks KPI tile on the Dashboard. This opens the User Task Dashboard Page.
2. Click the link of the agreement that you need to approve. This opens the Agreement Details Page.
3. Click Approve. This opens the Add Notes dialog box.
4. Type a note and click Add. The status of the agreement changes to Approved.
Refer to Sending an Agreement for Review for details.
Related Topics:
Delegate an Agreement Approval/Review
