Reviewing Contract Signature Request Forms (Institution Approvers) in BP Logix
OverviewThis document will cover the process for accessing, reviewing and approving contract signature requests.
- If you are unable to access the Contract Institution Approver page through BP Logix, contact firstname.lastname@example.org to request access.
You may click on the links below to navigate directly to a section:
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Review a Request
Access the request.
NOTE: a request can be accessed in two ways - from the hyperlink in the email or through the dashboard (see below)
- Review the request information.
NOTE: Attachments can be viewed by clicking the view hyperlink next to the file name.
- Enter any comments in the comments field.
NOTE: To save comments without processing the form, click Save.
- Select the button to move the process along.
- To move the request forward to the UW - Shared Services Procurement Team, click the Approve button.
- To move the request back to the requestor for changes, click the Requestor button.
- To deny the request, click the Deny button.
- An email will be sent to the requestor notifying them of the status change.
- The process log at the bottom of the page can be used to determine where the form is in the process.
Reviewing Prior Signed ContractsAll contracts signed by UW - Shared Services procurement team will be available for review through the Procurement Site.
- Navigate to the Procurement site.
NOTE: If you are unable to access the site please send an email to email@example.com
- Click the tile - Contract signed by UWSS - Procurement.
- Click on the contract name to review the contract.
NOTE: To search for a contract, enter a search term in the search field at the top of the page. Search results appear based upon contract title and content.
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Institution Approver DashboardThe approver dashboard can be used to review the status of submitted contract signature request forms. Requests awaiting approval can also be accessed from here.
- Navigate to BP Logix.
- Click Contracting - Approver, in the gray bar at the top of the page.
- Campus Approver Pending Approval - shows all requests submitted for your institution that have not yet been approved at the institution level.
- Campus Approver Active - shows all approved requests submitted for the institution, including the current status.
- To view a request, click the document hyperlink in the far left column.
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Risk AssessmentNOTE: Determining if and when a Risk Assessment should be completed is established by each institution.
- Access the form through email or dashboard.
- Scroll to the bottom of the form to review any comments in the Process Log.
- Scroll up to the Risk Assessment Form section.
- Upload your campus required approval documents.