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Overview

In order to approve a Contract, all mandatory information in Managed Contract entity and Line Item entity is required.  This means, all the information for an Approved Contract is located in these both entities.

Before approving, users can add additionally Contract information such as Drops, Planned Inspections, Planned Payments, etc. but they are optional in that moment.  Also, this additional information can be added after Contract approving.  A Contract in Approval Requested status is available to be set to Approved status.

To REQUEST APPROVAL for a Managed Contract, follow the steps below:

1. Find the Managed Contract which you would like to change status to Approval Requested (see details in Searching for Records or Elements in the APPENDIX). 

Note: In order to Request Approval for a Managed Contract, the Managed Contract status must be Created.

Note: Once approval is requested, changes to the Managed Contract are no longer permitted.

Note: After approval is requested the next step for the Managed Contract maybe: Approved or Rejected by Supervisor, or Cancelled (refer to Workflow Transitions for Managed Contracts for more information).

2. Select the Managed Contract you would like to Request Approval for.
3. Select Request Approval from the drop down list in the Transition field:

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4. A Transition window will be displayed confirming the Transition.  If necessary, add a description in the Step Note field in the Transition window:

5. Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the transition.
6. Upon clicking the Finish  icon a window will be displayed confirming the Managed Contract Workflow Transition was executed:

To verify that the Managed Contract status is set to Approval Requested

• Open the Managed Contract screen and check that the Status field is set to Approval Requested:

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