Exploring SOW Review Workflows

Objective

After completing this lesson, you will be able to navigate a SOW Review Workflow admin object.

SOW Review Workflow

The SOW Review Workflow option enables assigned users to make changes to fields and sections theyre responsible for before sending an SOW to the supplier. This functionality is helpful for buyers who want newly created SOWs to route to various users internally for review before it is sent for approval and supplier acceptance.

Editing the statement of work during the review process is dependent on the user role permissions of View and Manage, as well as the Statement of Work company configuration. To utilize the SOW Review Workflow, users must have the appropriate permissions and company configuration enabled.

Navigating the SOW Review Workflow Admin Object

Services section of the Admin Menu, the SOW Review Workflow link is highlighted.
1To view a list of SOW Review Workflows in the tenant, select SOW Review Workflow from the Services section of the admin menu.

SOW Review Workflow List Page

SOW Review Workflow List page displaying the SOW review workflows configured for the tenant. For each workflow listed, the Name, Module, and number of associated SOW Templates are indicated. The items in the Name and SOW Templates columns are selectable links. The Module and SOW Templates are highlighted, as is the Logistics Consulting link in the Name column.
2The Module column indicates the module basis of the respective workflow item. The options are Statement of Work and SOW Revision.
3The SOW Templates column indicates the number of SOW Templates the Review Workflow. Selecting a number link from this column will open the SOW Template page of the respective Review Workflow and list the associated SOW Templates.
4To view the details of an SOW Review Workflow, select a link in the Name column.

SOW Review Workflow Details Page

SOW Review Workflow Details page showing the Name and Module of the workflow, as well as the levels of any user roles configured for the workflow. The SOW Templates tile in the association tree is highlighted.
5The Level section is where the SOW Review Workflow is determined. It establishes the path of users to whom the SOW will flow for review. Level 1 indicates the user who will be the first to review the SOW based on a combination of role and rules. Other reviewers can be added and would be reflected here as subsequent levels.

Summary

The SOW Review Workflow allows users to edit the statement of work during the review process, given the right permissions and company configuration. Users can navigate this feature through the admin menu, view and manage workflows, and access associated SOW templates.

Key Points:

  • Editing Permissions: SOW editing depends on user role permissions (View and Manage) and company configuration.
  • Workflow Modules: The 'Module' column shows the basis of each workflow (Statement of Work or SOW Revision).
  • Associated Templates: The 'SOW Templates' column displays the number of templates linked to each workflow.
  • Workflow Details: Click on the 'Name' link to view the details of an SOW Review Workflow.

Learning

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