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.
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.
All Contracts Awaiting Approval is a count of contracts which are in Evaluation that the user has the ability to Approve.
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.
Approved in the Past 30 days is a count of contracts approved during the last 30 days.
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.
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.
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-
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
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.
