Send the contract for approval

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can send a contract that is in Draft state for approval.

    Before you begin

    Role required: admin, contract_manager (core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

    Procedure

    1. Open the list of contracts that are used across your deployment.
      • If you are using the core UI, navigate to Contract > Contracts > All.
      • If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
      • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
    2. Select a contract in the Draft state and Awaiting Review substate.
    3. Select an Approver for the contract.
    4. Click Submit For Review.
      An email message is sent to the selected approver and the contract Substate changes to Under Review.