Employee User Contract Approver Task

This article explains how to complete the Employee User Contract Approver Task in Compliance Manager. It outlines the key steps for reviewing, commenting on, and approving employee contracts.

Follow these steps to complete the Employee User Contract Approval Task process:

1. You can access all tasks by clicking Show All or Go To My Tasks at the bottom of your task list in the workspace, or by selecting My Tasks from the profile menu.
2. Click the desired Contract Approval task from My Assignments. The contract task details will appear, allowing you to review and complete the process.
3. On the Contract Details page, users can add information to several key sections to ensure a thorough and well-documented contract review.
4. Below are the optional sections where additional details can be entered:
   • Contract Details: Add or update key information related to the contract, such as third party, contract type, contract number, dates, and other relevant details.
   • Revision History: Record any changes made to the contract, including what was revised, when it occurred, and who reviewed the updates.
   • Content Approvers: Identify the individuals responsible for reviewing and approving specific sections of the contract to ensure all required approvals are documented.
   • Status Updates: Track the current status of the contract, note progress or pending actions, and send messages to related stakeholders directly from this section.
   • Note: Review all sections carefully to ensure completeness and accuracy before finalizing the contract review process.
5. Before approving the contract, click the desired Contract Title to review the document. This action will launch the Document Editor, allowing you to conduct a detailed review.
   • All changes made by the reviewer will appear in the document under Track Changes.

   • Note: The approver must enable Track Changes by selecting the corresponding icon in the toolbar before making any edits or modifications to the document.

     

   • Navigate to the specific section and click the desired text. A Comments box will appear, showing the reviewer’s details and the changes made.

     

   • After completing all modifications, click Save & Exit to save the changes and return to the Contract Details page.
   • Click the ✔ (checkmark) icon to accept the suggested changes. You can also cancel or reply to the reviewer’s comments if needed.
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   • Note: You can review the entire document using the same process and make updates to the header and footer if necessary.
   • Once all modifications are complete, click Save & Exit to save your changes and return to the Contract Details page.
6. Click Complete Approval to open the Contract Approval window.
7. Enter your comments in the Comments box and attach any related documents, if applicable.
8. Select the appropriate Status based on the review outcome:
   • Accept: Choose this option if you agree with the suggested changes or actions.
   • Reject: Choose this option if you do not agree with the suggested changes or actions.
9. Attach any related documents, if available.
10. Once all required and optional fields are completed, you can choose one of the following options:
    • Click Save to save your progress and return later to complete the task.
    • Click Save and Complete to finalize and submit the contract approval task.

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