In this article:
Learn how to complete a Review task for a contract in Logiqc.
The review is usually delegated to you by the Contract manager, with task instructions describing what needs to be done. Once you've made any required changes, sign off the task as complete, or leave a progress note if you're not finished.
The contract needs to be reviewed, and you have been assigned a task to complete in connection with this review. The review is usually delegated to you by the Contract manager, with task instructions describing what needs to be done.
Q: What permission do I need to review a contract?
A: You need the Review Governance register items permission. The minimum licence type required is Action.
Q: What if I have only completed part of the work?
A: Select Make a progress note. The task will remain with you in the Review stage and will only move to the next stage of the workflow when you select Complete review.
Q: What if the contract does not need any changes when it comes up for review?
A: You can still select Complete review without adding a new version. Record in Reviewer Comments that no changes were required, and the contract continues through the workflow.
Before you start
Check the following:
- You have a Review task assigned to you in Logiqc.
- You have the Review Governance register items permission (minimum licence type required: Action).
Step 1: Open the contract
Open the contract from your task list, or navigate to it from the Contracts register.
Navigation path
Select Governance from the left-hand navigation.
Select Contracts to open the Contracts register.
Select the contract you need to review to open it.
Step 2: Review the action history
A list of actions taken at each stage of the workflow, along with any comments provided by users. It includes the instructions for the action to be taken, so review it before you begin.
The action history lists the commentary from each assigned officer at each stage of the workflow.
Step 3: Complete the task
In the Task management section, follow your task instructions, then select an option: complete the review, or make a progress note. Complete the required fields and select Submit.
Your task instructions and options in the Task management component.
Complete review
- 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 an 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
- 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.
- Add new version (optional): this provides you with the option to add a new draft version of the contract.
Other parts of the Review section
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 contract management details is also provided.
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 contract.
Attach records
This component enables you to upload or link records related to the contract.
- Record name: when naming the record, use a meaningful description that is easily found when searching, for example '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: select Choose file and navigate to the record on your computer. If links are enabled on your platform, toggle the control to add a URL to the record instead. The URL must be in a web (http://) or Microsoft SharePoint (https://<company>.sharepoint.com/...) format.
Access controls let an attached record stay restricted even when a user can open the contract.
Submit
The green Submit button will save your changes and progress the item to the next stage of the workflow unless you chose Make a progress note, in which case the task will remain with you.
Saves your changes and progresses the item to the next stage of the workflow, unless you chose Make a progress note, in which case the task stays with you.
Select Create a related item if you want to create a separate linked item on another register when you save your changes. A link between the two items will be displayed in each item's System event history.
System event history
A chronological record maintained by the system detailing entries and changes made to the page including links to any related items created by users. Click the + control on the right to expand the line item to see more information.
Expand a line with the + control to see the full detail of each recorded event.
What happens next
The contract returns to the Contract manager
Once you complete the review, the contract returns to the Manage stage for the Contract manager to decide what happens next.
Your task is complete
Your Review task closes and your comments are recorded in the Action history.
To keep going, see: