Requesting Variation Approval

Peter Campbell Updated by Peter Campbell

When creating a Variation that requires approval, the user cannot apply it immediately.

The Variation must first be created:

And then initiate the approval process from within it by selecting Start Process.

Once the process has been started, approval (Or the equivalent delegate action as defined in your Process Template) can be requested:

When starting the request the user needs to select a team member with the appropriate role and then press Request:

The list of users is restricted to the people in the team who have the appropriate permissions to be able to approve the request.

Once the request has been reviewed and a decision provided, the requester will receive a notification email:

The requestor can now navigate to the Variation in question (Via the link in their email, or through the record), and apply it to the contract. This will update the Values & Times section in the details tab of the record, as shown in the Variation Process article.

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Variation Process

Approving Variation Approval Requests

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