User Tools

Site Tools


Sidebar

Telus TPM Documentation

approving_a_contract

This is an old revision of the document!


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 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.

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.


approving_a_contract.1537887290.txt.gz · Last modified: 2018/09/25 14:54 by lisa.maloney