Generating Deviations Report Manually

Prerequisites:

Steps:

  1. Select Review Contract Deviations from the Action and click Go.

    The Deviation Report appears, displaying the clause and policy deviations in the lower part of the window. The clause deviations initially appear sorted by Category - the deviation category.

    For more information on the report details, see About Deviations Report.

  2. Select the Generate for Approval check box if you want the Deviations report to be attached to the approval notification.

    Selecting this option overrides the value of the profile option OKC: Generate deviations report for approval.

    Note: You can generate the Deviations report for the approval of any version of a document by selecting the Generate for Approval check box.

  3. Optionally, click the Download button to save a copy of the Deviations report to your desktop.

    After downloading the report, you can edit it offline and attach it as a contract document with the category Approval Abstract. The Approval Abstract documents appear as attachments to approval notifications. For more details, see Managing Contract Documents.

  4. Click Save or Apply.

See Also: