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= Approving and Rejecting Agreements = | = Approving and Rejecting Agreements = | ||
| − | An agreement can be created from an | + | 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: | Following are the predefined roles for Agreements: | ||
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You can approve or reject agreements in two ways from: | You can approve or reject agreements in two ways from: | ||
| − | *your list of | + | *your list of Tasks, or |
| − | *the | + | *the Agreement Details Page. |
To approve or reject an agreement from your Tasks: | To approve or reject an agreement from your Tasks: | ||
| − | + | 1. '''Click '''the ''Tasks ''KPI tile on the Dashboard. The User Tasks page opens. | |
| − | + | ||
| − | + | 2. '''Click '''the link of the agreement that you would like to review. This opens the Agreement Details Page. | |
| − | + | ||
| + | 3. '''Click '''''Approve ''or ''Reject''. This opens the Add Notes dialog box. | ||
| + | |||
| + | 4. '''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: | If you know which agreement you needd to review, without looking at your tasks: | ||
| − | + | 1. Search for the agreement either using advanced search or by searching agreements and requests. | |
| − | + | ||
| − | + | 2. Open the Agreement Details page of the agreement you wish to review. | |
| − | + | <div class="image-green-border">[[File:Approving and Rejecting Agreements Action buttons 7.8.PNG]]</div> | |
| − | + | 1. Review the agreement and '''click '''''Approve ''or ''Reject''. The ''Add Note'' dialog box opens. | |
| + | <div class="image-green-border">[[File:Approving and Rejecting Agreements Add Note 7.8.PNG]]</div> | ||
| + | <br/> 2. '''Type '''your comments explaining the reasons for approving or rejecting the agreement. | ||
| + | |||
| + | 3. '''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. | ||
| + | |||
| + | == Delegating an Agreement == | ||
| − | + | | |
Revision as of 04:13, 19 April 2019
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:
1. Click the Tasks KPI tile on the Dashboard. The User Tasks page opens.
2. Click the link of the agreement that you would like to review. This opens the Agreement Details Page.
3. Click Approve or Reject. This opens the Add Notes dialog box.
4. 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:
1. Search for the agreement either using advanced search or by searching agreements and requests.
2. Open the Agreement Details page of the agreement you wish to review.
1. Review the agreement and click Approve or Reject. The Add Note dialog box opens.
2. Type your comments explaining the reasons for approving or rejecting the agreement.
3. 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.
Delegating an Agreement
