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--- approving_a_contract [2018/09/25 14:54] – lisa.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, find contracts ready for you to approve by adding the Contracts Approval widget to the Home screen.
+For Contract Approvers - Accessing Pending Approvals:
-__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.
+If you have Sub Approver or Final Approver authorization, you can monitor contracts awaiting your review by:
-{{:pasted:20180925-144221.png}}
+  * Navigating to the Home screen
+  * Adding the "Contracts Approval" widget to your dashboard
-**All Contracts Awaiting Approval** is a count of contracts which are in Evaluation that the user has the ability to Approve.
+This widget provides:
-**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.
+  * Immediate visibility of contracts requiring your attention
+  * Streamlined access to the approval workflow
-**Approved in the Past 30 days** is a count of contracts approved during the last 30 days.
+**Note**: This functionality is specifically available to users with Sub Approver or Final Approver permissions.
-**Contracts Awaiting My Approval** is a count of contracts which I need to Approve.
+__Home Dashboard Screen__
-Clicking the green circle will display a grid with the contracts waiting your approval.  Double-click on a contract row to open the contract, or select a row and click the View button on the bottom of the screen.
+Accessing Contracts Pending Approval:
-{{:pasted:20170202-104840.png}}
+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.
+{{: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.
-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.
 {{: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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