Ariba Contracts: Complete a Review Task

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Presentation transcript:

Ariba Contracts: Complete a Review Task Initiate the Review On the Tasks tab, click the name of the review task and select View Task Details. Click the blue arrow to view the files that will be attached to the email. In the Select Reviewers section, click the arrow to search for the reviewer. If the reviewer does not have Ariba access and is not found in the search, click New External Reviewer to add the reviewer. 1 1 2 3 4 2 3 4 Page 1

Ariba Contracts: Complete a Review Task Initiate the Review Use the calendar icon to set a due date. Type a message to the reviewer and include your name. Click Submit. 5 5 6 6 7 7 Page 2

Ariba Contracts: Complete a Review Task Reviewer Completes Review Your reviewer will receive an email from Ariba Administrator with your contract workspace number and title in the subject line. They open and review the attachments If the reviewer has access to Ariba, they will complete the review via the To Do portlet (see page 3). If not, they will make any edits to the document and forward the message to you to provide their feedback. Reply will not work. 1 1 2 2 Page 3

Ariba Contracts: Complete a Review Task Reviewer Completes the Review In the To Do portlet, the reviewer finds your contract workspace and clicks the name of the review task. The reviewer clicks Complete Review. (Optional) Click Review Flow to monitor the review flow. 3 3 4 5 4 5 Page 4

Ariba Contracts: Complete a Review Task Reviewer Completes the Review The reviewer types their reply into the Message box. If the reviewer made changes to the contract document, they click Browse to attach their edited file. The reviewer clicks OK. You will be notified that the reviewer has taken action. 8 6 6 7 7 8 Page 5

Ariba Contracts: Complete a Review Task View and Save the Reviewer’s Edits If the reviewer edited the file, you will need to save it as a new version. On the Tasks tab, click Project Manager Review. From the menu, select View Task Details. Click Review Change. 1 1 2 2 3 3 Page 6

Ariba Contracts: Complete a Review Task View and Save the Reviewer’s Edits Word will open in compare mode. Save the document. Close the file to capture the project manager’s version. Return to Ariba and click Update Now to save the file as a new version. If you need to send a new version of the document to the project manager for review, click New Round. The email request form will re-open. When project manager review is complete, click Mark Complete. 4 5 4 6 5 6 7 8 7 8 Page 7