Create a Reviewer List

Overview:

Reviewer lists are part of the workflow-based approval process instituted in Contract Management 12.0. Reviewer lists contain the names of contacts who are responsible for reviewing contract documents, and deciding whether to approve the document. Each contact in the reviewer list must be linked to a user account, or the contact name will not be listed in the selection pop-up list that displays for you to select reviewers. For information about creating contacts and linking them to a user account, see "Add a new contact in the Contact section" in the Add Companies and Contacts help topic.  

To create the list:

  1. Make sure that the company is created, the contacts are created, and the contacts are linked to user accounts. See the Add Companies and Contacts help topic.

  2. Expand the Project Information folder for the project, and click Companies.

  3. From the Select an action drop-down list, select Reviewer Lists. This displays the Reviewer Lists – Project Companies dialog box.

  4. Click add_button_on_a_tab.bmp This displays the Add Reviewer List dialog box.

  5. On the Reviewer Lists – Project Companies dialog box, do the following:

  1. On the Select Contacts dialog box, select the Contact, or the Company, or the Reviewer List option to display the list of contacts from which to select the reviewers. The following table explains the options on this dialog box:

If you chose:

Your options are:

Reviewer List

You can only add an entire reviewer list, not individuals on a list.

  • You can select more than one list. Individuals on the lists will be added to the reviewer list.

  • Select the list or lists, and then click Save.

Company

Only the key contact for that company is added to the reviewer list if you click Select next to the company name.

  • You can expand the Company, and select individuals from the Company contact list. You can select Contacts from more than one company.

  • If the company is not on the list of companies, click Add Company to add the company. If a contact is not on the list for a company, click the add contact link next to the company name to add the contact to the list.

  • Select the company (or companies) or individual contacts, and then click Save.

Contact

This lists all contacts from all companies that are linked to user accounts.

  • Each contact's company name is listed with the contact.

  • Select the contacts, and then click Save. This returns you to the Add Reviewer List dialog box.

 

  1. Repeat steps 5 and 6 to create another approver list.

  2. When you are finished creating reviewer lists, click save_and_return_to_menu.bmp on the Add Reviewer List dialog box. This displays the Reviewer Lists – Project Companies dialog box.

  3. On the Reviewer Lists – Project Companies dialog box, click close_2_button.bmp.

What do you want to do?