Move an Agreement to External Review
After the internal review is complete and all changes have been made to the agreement, the next step is to send the agreement to external parties to review.
Log in the system as the agreement owner.
On the agreement workspace, click Move to External Review on the left.
Type some notes regarding the external review. For example, “Sending this to the main external party contact who will oversee the reviews at that organization.”
Leave the external organization and contact information fields unchanged. These were auto populated from the agreement SmartForm pages. Click OK.
Note: The next step is to send the agreement to the external parties outside of the Agreements system. If external parties request changes be made to the agreement, then you would update the agreement as done in Exercise #15: Revise the Draft Agreement. If the agreement must move back to internal review, use the Move to Internal Review activity. You can move the agreement back and forth between internal and external reviews until the agreement language is agreed upon by all parties.
Confirm you met the success criteria below:
The History tab shows the Moved to External Review activity.
The agreement is in the External Review state.
The workflow map shows the agreement is still in the In Review phase of the review process.