How to approve a contract

Once a contract has been managed by a contract manager, it is sent to an approval officer for final approval.  The task type will be 'Approve contract'.

approve_contract_task.PNG

  1. Go to your My Tasks and click on the contract name
  2. Review the details of the contract from the 'Contract details form' (select 'See contract details' to open, or scroll up to the top of the form)
  3. Select from the task options and complete required fields. (Click Open contract to see the contract).
  4. Click Save to complete. 

Task Options explained

Approve recommended document:

Approve_1.PNG

Select if you want to approve the document and allow it to appear on the register. 

Required fields:

  • Contract start date
  • Contracted expiry date - This will only appear if the 'No expiry date' check box has not been selected
  • Contract review date

The contract will be published to Contracts register

Note:  The reviewers comments will appear in the task options screen for the approval officer to easily view

Reviewer_comments.PNG

Reject recommended document and unpublish:

Approve_2.PNG

Select if you do not want the document to appear on the register.

Required fields:

  • Comments 

Contract workflow is terminated and contract moves to the Unpublished tab.

Request further action: 

Select if you want to send the document to another officer for further review prior to approval.

Required fields:

  • Contract start date
  • Contracted expiry date - This will only appear if the 'No expiry date' check box has not been selected
  • Contract review date
  • Review officer
  • Re-work date
  • Instructions for additional work

Contract moves to the contracts officer.

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