Creating contract evaluators, approvers, and creators

Use this procedure to assign employees as evaluators, approvers, and creators for contract evaluations, change orders, and contract proposals.

  1. Select Supply Management > Supply Management Setup > Contract Management > Evaluators Creators And Approvers.
  2. Click Create.
  3. Specify this information:
    Contract Group
    Select the contract group. If Append Due Date To Contract Evaluation Description is enabled in the selected contract group, then the due date is added to the full description of completed performance evaluations.

    See Creating contract groups.

    Employee
    Select the employee to assign.
    Category
    Select a category for the assigned employee. You can select the same category for multiple employees so that you can search for them by category on the Contract Evaluators And Approvers list.
  4. In the Evaluations section, select the Evaluator check box, the Approver check box, or both.

    If the Evaluator check box is selected, the Default Approver and Default Description fields are displayed. The description that you provide is added to the full description of a performance evaluation when the evaluation is created.

  5. In the Change Orders section, select the Creator check box, the Approver check box, or both.

    If the Creator check box is selected, the Default Approver field is displayed. You must then select a default approver.

  6. In the Proposals section, select the Creator check box, the Approver check box, or both.

    If the Creator check box is selected, the Default Approver field is displayed. You must then select a default approver.

  7. Click Save.