Contract Approver Setup

• Click ‘SetupApps > PACTcontract’
• Click ‘Approver’ to display the Contract Approver options
• Select ‘Contract Management System’ from the Approvers module dropdown menu
• Select ‘Department | Team’
• Select Manager’s (Contract Approver for that Department |Team) email address
• Manager’s Name (auto populated upon email selection in the previous field)
• CC email address to copy the email to
• Select schedule day & time to send the email to the Manager
• Click the check box to add Primary Approver (first level of approver, prior sending the contract to the Manager).
• Enter Primary Approver’s email address
• Primary approver’s name (auto populated upon email selection in the previous field).
• Select schedule day from the dropdown menu & time to send the email
• Click ‘Add’ to add the Primary & Secondary approvers to PACT Contract.

Click ‘Next’ button to display the next Selection of Contract Type, Service Type and Staff Type