Setting Up Agreement Request Process
Setting up an agreement request process enables the default process for managing and fulfilling Agreement Requests submitted by Requesters. The following are the examples of a typical agreement request process.
- Requester enters relevant details for the Agreement and clicks on Submit Request.
- Based on the information provided by requester, system decides if an agreement is a Standard self-service agreement or a non-standard agreement requiring authoring and negotiations.
- In case of a Standard Agreement, system creates an agreement document from the configured template and sends an email containing the agreement document as an attachment to the requester, agreement owner and the primary contact. Requester obtains the signatures on the agreement document, scans the hard copy, and attaches it to the agreement record. Clicking Activate puts the agreement In Effect.
- In case of non-standard Agreement, the agreement owner is changed to the configured queue. Members of the queue will take ownership of the agreement, author the contract, and negotiate with the other party. After finalization of the contract they click Return to Requester link to inform the requester that the contract is ready for printing and getting the signatures. Requester obtains the signatures on the agreement document, scans the hard copy and attaches it to the agreement record. Clicking Activate puts the agreement In Effect.
To set up an agreement request process
|
User Permissions Needed |
|
|---|---|
|
To create a new admin entry or edit an existing entry: |
Admin: Read, Create, Edit. |
