Reviewing Contract Signature Request Forms (Institution Approvers) in BP Logix

Overview

This document will cover the process for accessing, reviewing and approving contract signature requests.

You may click on the links below to navigate directly to a section:

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Instructions

Review a Request

1. Access the request.
   NOTE: a request can be accessed in two ways - from the hyperlink in the email or through the dashboard (see below)

2. Review the request information.
   NOTE: Attachments can be viewed by clicking the view hyperlink next to the file name.
   
3. Enter any comments in the comments field.
   NOTE: To save comments without processing the form, click Save.
   
4. 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.
     
     
     
5. An email will be sent to the requestor notifying them of the status change.
   
6. The process log at the bottom of the page can be used to determine where the form is in the process.

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Reviewing Prior Signed Contracts

All contracts signed by UW - Shared Services procurement team will be available for review through the Procurement Site.

1. Navigate to the Procurement site.
   NOTE: If you are unable to access the site please send an email to procurement@uwss.wisconsin.edu
   
2. Click the tile - Contract signed by UWSS - Procurement.
   
3. 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 Dashboard

The approver dashboard can be used to review the status of submitted contract signature request forms. Requests awaiting approval can also be accessed from here. 

1. Navigate to BP Logix.
   
   
   
2. 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.
     
3. To view a request, click the document hyperlink in the far left column.
   

NOTE: To submit a request or only view requests that you submitted, click Contracting - Requestor in the top gray bar.

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Risk Assessment

NOTE: Determining if and when a Risk Assessment should be completed is established by each institution.

1. Access the form through email or dashboard.
   
2. Scroll to the bottom of the form to review any comments in the Process Log.
   
3. Scroll up to the Risk Assessment Form section.
   
4. Upload your campus required approval documents.

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Additional Resources

Related Links:

• Contract Signature Request Form resources