Approving Contracts
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.
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
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.
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 “False” 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
Evaluation Contracts email
User setting, Option, Notification Type to turn this feature on
Contract approver email enable on will now trigger an email with contracts that need your approval