Requesting Stage Approval

Peter Campbell Updated by Peter Campbell

The Progress dropdown will indicate whether approval is required to advance through the contract stages.

To request approval, the user should navigate to the Delegations section where the approval will be added and available to request:

To initiate the process, click the Request button for the delegate action. In the displayed dialog, choose a user from the dropdown and click Request. This will send an email notification to the designated user to complete the action.

The approver will review the request to ensure all the necessary actions have been taken to progress the contract's stage and then will either accept the request, or reject it and leave comments as to why.

Once the action has been taken, the requester will receive an email and the status of the action will update:

If the approval was granted, the progress dropdown for that record will be updated.

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Contract Stage Progression Process

Approving Stage Approval Requests

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