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Take Ownership of an Amendment

In this guide, you will Below are the steps to take ownership of the unassigned amendment.

  1. Log in to the system as an Agreements Reviewer

  2. Click Agreements in the Top Navigator.

  3. On the Agreements page, click the Unassigned tab.

  4. Find and open the amendment you created.

  5. On the amendment workspace, click the Assign Owner activity on the left.

  6. Select Orlando Max (rev1) as the owner and click OK.

  7. Confirm you met the success criteria below:

  • Orlando Max (rev1) appears as the owner in the top left of the workspace.

  • The amendment is in the state of Internal Review state.

  • The workflow map shows the amendment is in the In Review phase of the review process.