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.
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.
Expand the Project Information folder for the project, and click Companies.
From the Select an action drop-down list, select Reviewer Lists. This displays the Reviewer Lists – Project Companies dialog box.
Click This displays the Add Reviewer List dialog box.
On the Reviewer Lists – Project Companies dialog box, do the following:
In the Abbreviation field, enter a unique abbreviation for the reviewer list, using up to 12 characters.
In the Title field, enter a title for the reviewer list, using up to 23 characters.
Click in the Contacts (from project) section. This displays the Select Contacts dialog box.
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.
|
Company |
Only the key contact for that company is added to the reviewer list if you click Select next to the company name.
|
Contact |
This lists all contacts from all companies that are linked to user accounts.
|
Repeat steps 5 and 6 to create another approver list.
When you are finished creating reviewer lists, click on the Add Reviewer List dialog box. This displays the Reviewer Lists – Project Companies dialog box.
On the Reviewer Lists – Project Companies dialog box, click .