From ICIHelp7.15
| Line 7: | Line 7: | ||
*<font face="Segoe UI">Primary Owner: creates the 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">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">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">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">Deviation Approver: reviews any deviations in rules and clauses and approves and reject the deviations.</font> | ||
| Line 21: | Line 17: | ||
*the [[Agreement_Details_Page|agreement details page]]. | *the [[Agreement_Details_Page|agreement details page]]. | ||
| − | To approve or reject an agreement from | + | To approve or reject an agreement from your Tasks: |
| − | <font face="Segoe UI"> | + | #<font face="Segoe UI">Click the '''Tasks''' KPI tile on [[My_Dashboard|My Dashboard]]. This opens the User Task Dashboard Page.</font> |
| + | #<font face="Segoe UI">Click the link of the agreement that you would like to review. This opens the [[Agreement_Details_Page|Agreement Details Page]].</font> | ||
| + | #<font face="Segoe UI">Click '''Approve''' or '''Reject'''. This opens the [[Add_Notes|Add Notes]] dialog box.</font> | ||
| + | #<font face="Segoe UI">Type approval or rejection notes and click '''Add'''. The status of the agreement changes to '''Approved''' or '''Rejected'''.</font> | ||
| − | + | If you know which agreement you needd to review, without looking at your tasks: | |
| − | <font face="Segoe UI"> | + | #<font face="Segoe UI">Search for the agreement either [[using_advanced_search|using advanced search]] or by [[searching_agreements_and_requests|searching agreements and requests]].</font> |
| + | #<font face="Segoe UI">Open the [[Agreement_Details_Page|Agreement Details Page]] of the agreement you wish to review.</font><font face="Segoe UI">[[File:Reject an Agreement new.png|RTENOTITLE]]</font> | ||
| + | #<font face="Segoe UI">Review the agreement and click '''Approve''' or '''Reject'''. This opens the '''Add Note''' dialog box.</font><br/> <font face="Segoe UI">[[File:Reject an Agreement new 2.png|upright|RTENOTITLE]]</font> | ||
| + | #<font face="Segoe UI">Type your comments explaining the reasons for approving or rejecting the agreement.</font> | ||
| + | #<font face="Segoe UI">Select a reason code from the drop down list and click '''Add'''. If approved, the Agreement goes to the next stage and if rejected, it goes back to '''Draft''' state.</font> | ||
| − | <font face="Segoe UI"> | + | <font face="Segoe UI">Related Topics:<br/> [[Delegate_an_Agreement_Approval/Review|Delegate an Agreement Approval/Review]]</font> |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
<font face="Segoe UI">Refer to [[Sending_an_Agreement_for_Review|Sending an Agreement for Review]] for details.</font> | <font face="Segoe UI">Refer to [[Sending_an_Agreement_for_Review|Sending an Agreement for Review]] for details.</font> | ||
| − | |||
| − | |||
Revision as of 14:39, 4 March 2017
Approving and Rejecting Agreements
An agreement can be created from an approved contract request or by creating a new agreement. Rejecting an agreement sends it back to the primary owner to make the required changes. Either way it is created, an agreement must be approved before it moves 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.
You can approve or reject agreements in two ways from:
- your list of Tasks, or
- the agreement details page.
To approve or reject an agreement from your Tasks:
- Click the Tasks KPI tile on My Dashboard. This opens the User Task Dashboard Page.
- Click the link of the agreement that you would like to review. This opens the Agreement Details Page.
- Click Approve or Reject. This opens the Add Notes dialog box.
- Type approval or rejection notes and click Add. The status of the agreement changes to Approved or Rejected.
If you know which agreement you needd to review, without looking at your tasks:
- Search for the agreement either using advanced search or by searching agreements and requests.
- Open the Agreement Details Page of the agreement you wish to review.
- Review the agreement and click Approve or Reject. This opens the Add Note dialog box.
- Type your comments explaining the reasons for approving or rejecting the agreement.
- Select a reason code from the drop down list and click Add. If approved, the Agreement goes to the next stage and if rejected, it goes back to Draft state.
Related Topics:
Delegate an Agreement Approval/Review
Refer to Sending an Agreement for Review for details.
