Approving Documents in COMMBUYS CLM

This Job Aid shows how Approver Users may approve or reject documents in the COMMBUYS Contract Lifecycle Management (CLM) tool.

Overview  

There are two ways that Approver Users may be notified about documents requiring approval:  

• Receiving an Email  
• My List Approval  

Receiving an Email  

1. Select the View Form link from the email 
2. Select Log In on COMMBUYS  
3. Select Single Sign-On (SSO) 
4. Type Email Address and Password  
5. Select Continue 
   1. The page opens to the document requiring approval
   2. The status is Pending Approval or Pending Legal Approval. 
6. Refer to Reviewing and Approving the Document 

Checking My List  

1. Select My List   
2. Select documents from the following folders: 
   1. Approver – Pending Approvals – Sourcing Strategy 
   2. Approver – Pending Approvals – Bid Packages  
   3. MASS - Legal Approvers - Bid Package Pending Approvals 
3. Select the document Form Number  
4. Refer to Reviewing and Approving the Document  

Reviewing and Approving the Document  

Reviewing the Document   

1. Review the Sourcing Strategy  
2. Review the Bid Package  
   1. Verify the required documents and information are included 

Approving the Document 

1. Select Approve or Reject  
   1. Review past Approvers, due dates, and the Notes section 
   2. If you reject the document, type an explanation in the ‘Notes’ field 
   3. Additional review is necessary if a future Approver rejects the document  
2. The status will update from Pending Approval to Approved