Review and Approval Tasks

After a Project Owner submits a document for approval, the designated users, or approvers, receive notification of a task to complete.  The Approval Task allows approvers to either Approve or Deny Sourcing Project documents and provide comments on their reasons for doing so.

For more detailed step-by-step information regarding this topic in a printable format, see the following job aid.

Open the Job Aid

Tab/Accordion Items

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 ‘Contracts’ or ‘Sourcing’ tabs.  

Review Tasks allow reviewers to edit and comment on Project or Workspace documents.  

Approval Tasks allow approvers to either approve or deny Project or Workspace 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 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 ‘Deny’ depending on the appropriate action for the document(s). 

Approvers or reviewers have the ability to manually add other approvers/reviewers or watchers to the approval flow in addition to the automatically-added approvers/reviewers.  Approvers/reviewers or watchers can be added before or after the current approver/reviewer, with different impacts to the overall approval/review flow.