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--- approving_a_contract [2015/01/15 14:15] – brian.maloney
+++ 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, there are a few ways to find contracts ready for your eyes to approve.
+For Contract Approvers - Accessing Pending Approvals:
-.  __Home Dashboard Screen__:  Here you'll see that there are contracts waiting your approval.  Click on the green circle to the left of "Awaiting My Approval"
+If you have Sub Approver or Final Approver authorization, you can monitor contracts awaiting your review by:
-{{:pasted:20150115-140450.png}}
+  * Navigating to the Home screen
+  * Adding the "Contracts Approval" widget to your dashboard
-It will pull up the contracts waiting your approval.  Click on the contract to open it up.
+This widget provides:
-{{:pasted:20150115-140639.png}}
-Now on the top right side you'll see the approve button.
+  * Immediate visibility of contracts requiring your attention
+  * Streamlined access to the approval workflow
-{{:pasted:20150115-140707.png}}
+**Note**: This functionality is specifically available to users with Sub Approver or Final Approver permissions.
-----
+__Home Dashboard Screen__
-. __Go to My Account then Profile__.  You'll see the below options. Check the one you see checked below and you'll get an email whenever there is a new contract waiting your approval.
-{{:pasted:20150115-141033.png}}
-----
+Accessing Contracts Pending Approval:
-.__Go to Contract then Approval__.  It will pull up all the contracts awaiting your approval.
-{{:pasted:20150115-141253.png}}
+Within the "Contracts Approval" widget:
-{{:pasted:20150115-141431.png}}
+  - 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.
+{{:pasted:20240806-161355.png}}
+Contract Approval Dashboard Metrics:
+**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
+**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
+{{:pasted:20240806-163430.png}}
+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}}
 ----
+**Bulk Contract Approval Functionality**
+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:
+  - 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 (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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