Contracts Manager™ Step-by-step Guide: Committee Management

Content

Contracts Manager™

Step-by-step Guide: 

Committee Management

A step-by-step guide to creating and managing Committees, groups that will work together on contract creation and review.

Committee Management

Committee Management is located under the Set-up Tool. A Committee is the team of individuals that work together on contracts. Once you add a user under User Management you will need to add them to a Committee if you would like them to participate in working with contracts.

This guide will cover the following topics:

                               Creating a Committee

                              Deleting a Committee

                              Removing a User from a Committee

Creating a Committee

 1. Click on the Set-up Tool and select Committee Management.

 2. Click on the Add button.

3. Enter the name of the Committee

4. Enter in a Description (optional)

5.  .If you have users already added in the system you can select them from the left hand side of the box and click on               the arrow pointing to the right to move the users to right hand side of the box. NOTE: Users that do not have the               privilege to “Participate in Projects” in Profile Management will not show up.

6.  Click the “Save Committee” button

Deleting a Committee

 

1. Click on the Set-up Tool and select Committee Management.

2. Select the Committee you would like to delete by clicking on its name.

3. Remove the users from the right side of the box by clicking on the arrow pointing to the left         to move the users to left hand side of the box.

4. Click the “Save Committee” button

5. Select the Committee you would like to delete by clicking on the check box beside it

6.  Click on the “Delete” button

        Note: If the Committee is currently being used in Project Mode you will have to wait until the Project is                          complete or delete the Project. Please refer to the Project Guide on how to complete these steps.

 

Removing a User from a Committee

 

1. Click on the Set-up Tool and select Committee Management

2. Select the Committee you would like to remove the users from by clicking on it

3. Remove the users from the right side of the box by clicking on the arrow pointing to the left to move the             users to left hand side of the box.

4. Click the “Save Committee” button