Review and Approval Tasks
After a Sourcing Project Owner submits a Review or Approval Task, the designated reviewers or approvers are sent an email notification with a request to complete the task. Review Tasks allow reviewers to indicate they have gone over the document(s) included in the task and provided any applicable comments. Approval Tasks require approvers to either approve or reject the task and provide comments on their reasoning.
For more detailed step-by-step information regarding this topic in a printable format, see the following job aid.
When a Task is submitted for review or approval, the reviewers or approvers included in the workflow are sent an email notification about the Task, and the Task will be added to the To Do portlet on their Sourcing tab. When a group is in the Review or Approval Flow, all members of the group will be sent these email notifications. Email notifications contain a link to take the reviewer or approver directly to the Task within the system
Approvers and Reviewers listed on the Team section of solicitations can also open tasks from the Sourcing Project page. From the sourcing project, click on Tasks at the top of the screen or scroll down to the Tasks section.
Approval Tasks allow approvers to either Approve or Reject Sourcing Project documents and provide comments on their reasons for doing so. Approval Tasks must be completed in full by all approvers in the Approval Flow before the agency user can move on to the next Task.
After reviewing the document(s) attached to the Task, the approver can return to the Approval Task and click either Approve or Reject depending on the appropriate action for the document(s).
Approvers have the ability to manually add other approvers to the approval flow in addition to the automatically-added approvers. Approvers can be added before or after the current approvers, with different impacts to the overall approval flow.
Review Tasks allow reviewers to edit and comment on Sourcing Project documents.