This topic provides systematic instructions about the Comments data segment in the Terms and Conditions Compliance Tracking Process Approval stage.

This data segment allows you to capture overall comments for the Terms and Conditions Compliance approval stage. User can specify the reason for rejection, if the compliance status is not approved.

Figure 13-6 Approval - Comments

Description of "Figure 13-6 Approval - Comments"

1. Type the necessary comments for the Approval stage in the text box.
2. Click Post.
   Comments are added below the text box.
3. To submit the Approval task, click Submit.
   The Policy Exception window is displayed.

   Figure 13-7 Policy Exceptions

   
   

   
   Description of "Figure 13-7 Policy Exceptions"

   
   
4. By default, policy exceptions are displayed for both the party and child parties. To view the policy exceptions for particular party/child party, select the required party/child party from the drop down list at top left corner.
5. View the policy exceptions and make necessary actions, if required.
6. Click the Checklist data segment.

Figure 13-8 Checklist

Description of "Figure 13-8 Checklist"

7. Select the required Outcome. The options available are Approve and Reject.
8. Click Submit.

   If the Outcome is selected as Approve, the process is completed on clicking Submit.

   If the Outcome is selected as Reject, the task is sent back to the Initiation stage on clicking Submit. You must modify the compliance status and submit it to the Approval stage again.