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--- approving_a_contract [2024/12/20 19:31] – tina.robles
+++ approving_a_contract [2025/02/12 17:35] (current) – tina.robles
@@ Line 1: / Line 1: @@
 **__Approving Contracts__**
-If you are set up as a Sub Approver or Final Approver, find contracts ready for you to approve by adding the Contracts Approval widget to the Home screen.
+For Contract Approvers - Accessing Pending Approvals:
+If you have Sub Approver or Final Approver authorization, you can monitor contracts awaiting your review by:
+  * Navigating to the Home screen
+  * Adding the "Contracts Approval" widget to your dashboard
+This widget provides:
+  * Immediate visibility of contracts requiring your attention
+  * Streamlined access to the approval workflow
+**Note**: This functionality is specifically available to users with Sub Approver or Final Approver permissions.
+__Home Dashboard Screen__
+Accessing Contracts Pending Approval:
+Within the "Contracts Approval" widget:
+  - Locate the "Contracts Awaiting My Approval" section.
+  - Identify the green circular indicator to the left of this section.
+  * This indicator displays the total number of contracts currently awaiting your approval.
+  - Click on the green circular indicator to access the detailed list of pending contracts.
+This action will navigate you to a comprehensive view of all contracts requiring your review and approval.
+**Note**: The numerical value within the green indicator provides an at-a-glance summary of your current approval workload.
-__Home Dashboard Screen__:  In the "Contracts Approval" widget, click on the green circle to the left of "Contracts Awaiting My Approval" to view the contracts.  The number displayed in the green circle represents the count of Contracts Waiting Approval.
 {{:pasted:20240806-161355.png}}
-**All Contracts Awaiting Approval** is a count of contracts which are in Evaluation that the user has the ability to Approve.
+Contract Approval Dashboard Metrics:
-**My Contracts Awaiting Approval** is a count of contracts which are in an Evaluation state that I submitted or sub-approved that are waiting the next level of approval or final approval.
+**All Contracts Awaiting Approval**
+  * Displays the total number of contracts in the Evaluation stage
+  * Includes all contracts the user has the authority to approve
+**My Contracts Awaiting Approval**
+  * Shows the count of contracts in the Evaluation state
+  * Limited to contracts the user has submitted or sub-approved
+  * These contracts are pending next-level or final approval
+**Approved in the Past 30 Days**
+  * Indicates the number of contracts that received approval within the last 30-day period
+**Contracts Awaiting My Approval**
+  * Represents the number of contracts specifically requiring the user's approval action
-**Approved in the Past 30 days** is a count of contracts approved during the last 30 days.
+**Navigation**:
+  * Click on any circular indicator to access a detailed grid view of the corresponding contracts
+  * To open a specific contract, select the hyperlinked contract ID in the first column of the grid
-**Contracts Awaiting My Approval** is a count of contracts which I need to Approve.
-Clicking the any circle will display a grid with the contracts for the row you selected.  Click on the hyperlink in the first column, the contract id, to open the contract.
 {{:pasted:20240806-163430.png}}
-Click Approve in the Actions section to approve the contract.  If the contract needs to be revised, click Revise.  This will send the contract to the draft folder of the contract creator to make the revisions.
+Contract Review Actions:
+Upon reviewing a contract, you have two primary options:
+To Approve the Contract:
+  * Navigate to the Actions section
+  * Select the "Approve" option
+  * This action advances the contract to the next stage in the approval workflow
+To Request Revisions:
+  * Locate and select the "Revise" option in the Actions section
+  * This action will:  Return the contract to draft status, Route it to the original contract creator's draft folder, Enable necessary modifications to be made
+**Note**: Selecting "Revise" temporarily halts the approval process, allowing for adjustments before resubmission.
+Ensure your decision is final before selecting either option, as these actions have significant implications for the contract's progression through the approval pipeline.
 {{:pasted:20150807-173542.png}}
@@ Line 26: / Line 79: @@
 **Bulk Contract Approval Functionality**
-A new mass approval feature has been implemented in the Awaiting My Approval interface. This functionality streamlines the approval process under specific conditions-
+Mass Approval Feature Implementation:
+A new mass approval functionality has been integrated into the "Awaiting My Approval" interface, designed to optimize the approval workflow under specific circumstances.
 Eligibility Criteria:
-  * Limited to contracts with no modifications from their previous versions
-  * Visual indicator in the Flagged column displays True when mass approval is permitted
+  - Applicable only to contracts without modifications from their previous versions
+  - Visual indicator:
+  * Located in the "Flagged" column
+  * Displays "True" when a contract is eligible for mass approval
 Restrictions:
-  * Not applicable to new contracts (A0.R0)
-  * Excluded for renewals or amendments containing modifications to prior versions
-  * Individual review required for contracts with changes
-The system provides clear visibility of mass approval eligibility through a dedicated column indicator, ensuring appropriate application of this efficiency feature.
+  - Not applicable to new contracts (version A0.R0)
+  - Excluded for renewals or amendments containing modifications to prior versions
+  - Contracts with changes require individual review and approval
+System Indication:
+  * A dedicated column provides clear visibility of mass approval eligibility
+  * This feature ensures appropriate application of the streamlined approval process
 {{:pasted:20241220-192848.png}}

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