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Submit an Amendment for Review

In this guide, you will submit the amendment you created for review.

Log in the system as an Agreements Reviewer

Note: The amendment will not appear in your inbox. Click Agreements on the Top Navigator and find the amendment on the All Agreements tab.

  1. From the amendment workspace, click the Submit activity.

  2. Read the statement and click OK to submit the amendment for review.

  3. Return to the Dashboard. The amendment now appears in your inbox. This is because the amendment appears in the inboxes for all people assigned the Agreements Reviewer and Agreements Manager roles for the agreement office.

  4. Confirm you met the success criteria below:

  • The amendment appears in My Inbox.

  • The amendment is in the Unassigned state.

Note: If the amendment includes uploading an amendment file or generating one through the institution, then that amendment will follow the same workflow as an agreement in which it is routed for signature. If it does not, then you can expedite the amendment’s approval.

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