Create a Reviewer List

Contents

Reviewer lists are part of the workflow-based approval process instituted in Contract Management 12.0. Reviewer lists contain the names of contacts that are responsible for reviewing contract documents and deciding whether to approve the document. Each contact in the reviewer list must be linked to a user account, or the contact name will not be listed in the selection pop-up list that displays for you to select reviewers. For information about creating contacts and linking them to a user account, see Add Contacts.

Note: Before you can create a reviewer list, ensure that you have created a company, created contacts, and that you have linked the contacts to a user account.

To create a reviewer list:

1. Expand the Project Information folder and click Companies.
2. From the Select an action drop-down list, select Reviewer Lists. The displays the Reviewer Lists – Project Companies dialog box will open.
3. Click Add. The Reviewer Lists dialog box will open.
4. On the Reviewer Lists – Project Companies dialog box, do the following:
   1. In the Abbreviation field, enter a unique abbreviation for the reviewer list, using up to 12 characters.
   2. In the Title field, enter a title for the reviewer list, using up to 23 characters.
   3. Click Select in the Contacts (from project) section. The Select Contacts dialog box will open.
5. On the Select Contacts dialog box, select the Contact, Company, or Reviewer List option to display a list of contacts from which to select the reviewers.

   The following table explains the options on this dialog box:

   If you chose:	Your options are:
   Reviewer List	If you select a reviewer list, all of the contacts on the list will be added as reviewers. You cannot add individuals from a reviewer list. You can select more than one list. Select the list or lists to add to the reviewer list, and click Save.
   Company	If you select a company, only the key contact for that company is added to the reviewer list. You can expand the company, and select individuals from the company contact list. You can select contacts from more than one company. If a company you need is not on the list of companies, click Add Company to add the company. If a contact you need is not on the list for a company, click add contact next to the company name to add the contact to the list. Select the company (or companies) or individual contacts to add to the reviewer list and click Save.
   Contact	This lists all contacts (that are linked to user accounts) from all companies. Each contact's company name is listed with the contact. Select the contacts to add to the reviewer list and click Save. This returns you to the Add Reviewer List dialog box.

6. Repeat steps 4 and 5 to create another approver list.
7. When you are finished creating reviewer lists, click Save and Return to Menu on the Add Reviewer List dialog box. This displays the Reviewer Lists – Project Companies dialog box.
8. On the Reviewer Lists – Project Companies dialog box, click Close.