Some contract types require approval before they can be assigned to nominated recipients. If your role permits you to approve contract items, any items that require your approval display in your CM Notifications Dashpart. You may also receive an email notification. You choose to either approve or reject items.
To review a contract item:
-
Navigate to the
Personal Zone
-
On the CM Notifications Dashpart, click
to expand the CM Item For Approval section.
If the CM Notifications Dashpart is not displayed, click
to add it.
-
Click
for the item that you want to action.
-
On the landing page for the item, click
Review.
-
On the Contract Management Approval form, do one of the following:
- To approve the item, click
Approve. In the
Approval Comments field at the top of the window, enter some notes to support the approval, and then click
Confirm Approve.
- To reject the item, click
Reject. In the
Reject Reason field at the top of the window, enter the reason for rejecting the item, and then click
Confirm Reject.
If the contract type is configured to notify users, all recipients linked to the item receive an email to notify them about the decision.