How to review a contract

Why did I get a task to review a contract? 

The contract needs to be reviewed, and you have been assigned a task to complete in connection with this review.

What do I need to do?

Go to the  View contract component and preview the contract. Follow the instructions provided and complete any required changes. Click on 'Sign off task as complete', describe the action taken and add a new version if required. Alternatively, you can make a progress note and come back to finish the task later.

Learn how to do this in the Task management section below.

In this article

Click a link below to learn more about each section of the Action form in Logiqc.

• Action history
  A chronological list of the actions to date within each stage of the workflow.
• Task management
  Complete the task assigned to you or make a progress note. 
• View contract 
  Preview the published version of the contract and any draft versions in the workflow.  
• Attach records
  Upload files or add links to records related to the contract. 
• Submit
  Submit or save the form.
• System event history
  A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.

Action history

This component displays the commentary by the assigned officers at each stage of the workflow and will include the instructions for action to be taken.  

Hover over the date to display who recorded the note.   

Task management 

This component displays your instructions and the options you have to complete the task or make a progress note.

Select an option, complete the required fields and submit the form.
 

Task options

Complete review

Select this option when you have taken all action as per the task instructions.

• Reviewer Comments - add details of action taken. These comments will appear in the Action history and will be helpful in informing others of what action was taken.
• Contract endorsed - select option from the dropdown list. This information will appear in the Action history.
• Additional Comments (optional) - use this field to add any additional comments relating to the review of the contract. These comments will appear in the Action history.
• Add new version (optional) - this provides you with the option to add a new version of the contract.

Make a progress note

Select this option when you have taken only part of the action as per the task instructions. 

• Progress note - add details of action taken. These comments will appear in the Action history and can be helpful in keeping others informed of what progress has been made to date in reviewing the contract.
• Note: when you make a progress note and submit the form, the task will remain with you in the 'Review stage'. It will only move to the next stage of the workflow when you select 'Complete review'.
• Add new version (optional) -  this provides you with the option to add a new draft version of the contract. 

View contract

In this component you can preview the published version of the contract and any draft versions in the workflow. A brief overview of document management details is also provided.  Note: This component is only displayed after a document has been uploaded for the first time.  

Select the Email link button to send a link to the page to another user via email. Recipients will require a Logiqc user account to access the document.  

Attach records

This component enables you to upload or link related records.

• Record name - When naming the record ensure the description is meaningful and easily found when searching. For instance, 'Variation of contract - March 2022'.
• Access controls
  Attached records can have different access permissions to the contract. This allows certain confidential records to have restricted viewing even when a user can access the contract.   
• File or Link - click on Choose file and navigate to the record on your computer.  If you have links enabled, toggle to change the control to add a URL to the record. The URL must be a in a web (http://) or Microsoft Sharepoint format (https://<company>.sharepoint.com/...)