f. Sent For Internal Review

Once a contract has been created in the system, contract owner can send the contract for Review either Internally or Externally.

Pre-requisite: A workflow should be created in the system and the same should be assigned to Contract.

1. Navigate to Manage Contracts Page, and search for the Contract that needs to be sent for Internal Review.
2. Click on Contract number and from the menu click “Send For Internal Review”.

3. An email is sent to Contract Approver and the Contract is listed in “Pending Tasks” in the dashboard of the Contract Approver.

4. Contract approver logs in and Clicks on the “Contract Id” from the Pending Tasks widget.

5.  Reviewing the contract User clicks on “Approve Contract” button. (Assuming no changes are required )

6. The status of the contract should become approved and the status of Workflow can be verified by clicking on “View Version History” for the contract observe the revision history for the Contract.

Scenario 2:

One level Workflow – When the approver has requested for changes to the contract

1. Navigate to Manage Contracts Page, and search for the Contract that needs to be sent for Internal Review.

Click on Contract number and from the menu click “Send For Internal Review”

2. An email is sent to Contract Approver and listed in “Pending Tasks” in the dashboard of the Contract Approver.

3. User Enter the Review comments and clicks on “Request For Changes”

4. An email is sent to Contract Owner to review task and Review Task is listed in Pending tasks when Contract Owner logs in.

5. Clicking on “View Version History” user can check the status of the workflow and also the status of the contract will not be approved.

Two level Workflow – Approve Contract:

Pre-requisite: Create a workflow which has 2 level of approvals and assigns the same to a Contract

Once the contract has been created, the contract can be sent for multiple levels of approvals by assigning the contract to a workflow which has multiple levels of approvers. In this contract will only go to an approved state, when both the approver's has approved the contract.

1. Navigate to Manage Contracts Page, and search for the Contract that needs to be sent for Internal Review

      2. Click on Contract number and from the menu click “Send For Internal Review”

      3. An email is sent to Contract Approver1 and listed in “Pending Tasks” in the dashboard of the Contract Approver1.

4. When Contract Approver1 clicks on “Approve Contract”, an email is sent to Contract Approver 2 and listed in “Pending Tasks” in the dashboard of the Contract Approver2.

5. Contract Approver2 clicks on “Approve Contract”, and the workflow status can be verified  from the version history