In oboloo's Contract Management module, you can manage contract record approvals through a structured workflow. This guide details the step-by-step process for approving contract records.
Contract Record Approval Workflow
Step 1: Toggle Switch for Approval Requirement
At the bottom of the 'Create New Contract Record' popup (accessible via the 'Create New Contract Record' button above the Contract Management table), you will find a toggle switch labeled "Does this contract need to be approved?"
Step 2: Approval Toggle Functionality
If the toggle switch is set to "Yes":
- A dropdown menu will appear, listing all active users (excluding inactive users).
- Select an approver from the dropdown list.
- Upon record creation, the selected user becomes the approver.
If the toggle switch is set to "No":
- The contract record is created normally without requiring approval.
Step 3: Email Notification to Approver
When an approver is assigned, an email is sent to the approver with a link to the contract's profile. On the contract profile page, an "Approve Contract" button will be visible only to the approver. Clicking this button approves the contract.
Step 4: Rejection Process
Next to the "Approve Contract" button, there is also a "Reject Contract" button. If the approver clicks this button, they will be prompted to provide a justification for rejecting the contract. This justification is logged in the Approval Log tab under the contract's profile. An email is then sent to the user who created the contract with the rejection reason inputted by the approver. The creator can request re-approval, restarting the approval cycle by clicking the 'Send For Approval' button at the bottom of the contract's profile page.
Step 5: Handling Unapproved Contracts
Unapproved contracts are hidden from the main table and can be viewed via the "Archived Status" filter under "Unapproved". Once approved, they move to an active state.
By following these steps, you can effectively manage contract record approvals in oboloo, ensuring that all necessary approvals are documented and managed efficiently.