F.8.4.5 LOA Finance or LOA PM: Review and Approve

Description

This step generates notices to the appropriate members for Authorization (Approved or Cancel) based on the dollar amount of the Change Order. If approved the Change Order goes to the Contract Administrator in Change Order Generation state.

 

A finance representative will always authorize in this step.  A Project Manager will authorize if the Project Manager in the prior step doesn’t have authority otherwise it will skip based on the WDI signature matrix.

 

Outcomes

Once a Change Order is submitted by the Other Signee(s) it moves to the Contract Administrator  in the Change Order Generation state.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

  1. Click Notifications.

  2. Click Tile approvals.

  3. Click from Notification Tile to workflow.

 

Step 2: Approve the Contract.

  1. Type a message in the Message field to include in the Email notification (optional).
  2.  Click to Workflow: Approve.

During PM Review if Project Manager had LOA permission level it will skip this LOA-Project Manager State and workflow to Change Order Generation to the Contract Administrator.