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When to use Review Rounds
An Internal Review Round is a method for JAGGAER users to review a contract record in draft prior to submitting for approval. This allows reviewers to edit the attachment and the JAGGAER contract record directly. Approvers during approval workflow cannot edit the JAGGAER contract record, although they can reject the contract and have the contract manager make any necessary changes when it goes back in draft.
Internal review rounds are beneficial when a contract needs another user to edit attachments or the contract record without requiring them to become a contract manager. It is important that you reach out to the reviewers prior to including them in a review round as users might not be actively checking for this review step at this time.
Begin a Review Round
- Contract managers can find the tab called "Review Rounds" within a JAGGAER contract record.
- Select the "Create Manual Internal Round" button.
- Search and add for the relevant reviewer(s). Besides having a JAGGAER account, there is no role requirement to review a contract.
- Once the reviewers are added, select the "Begin Review Round" button.
- The contract manager can end the review at any time.
- The reviewer will show as "Done" once a reviewer completes their work, or skipped if they do not finalize their review.
Notification Settings
Under Notification Preferences for a user's profile, ensure the following Contract notifications are set to email and notification so you can be appropriately notified:
Contract Internal Review Notification
Contract Manager Internal Review Notification