Draft Task


  1. Purpose

  • The contract shall be initiated in the draft task. 

  • All the necessary information of a contract shall be recorded at this step.    

  1. Sections

Sections

Visible

Editable

Identification Details

✔

✔

Draft Attachment

          ✔          

✔

Notes/Communication Log

✔

✔

Hard/Printed Copy Distribution List

✔

✔

Risk Assessment

✔

✔

Related Document

✔

✔

Training

✔

✔

Approved Attachment

❌

❌



  1. Routing

  • Please refer to the diagram in the Overview section to see an end-to-end workflow.

  • A contract can only be routed forward to the Review step. 


  1. Entering Draft Task

  • The draft task is entered after starting a new contract.

  • Document type shall be automatically set to Contract.

  • Created Date shall be automatically set to the current date.

  • Renewal required checkbox shall be automatically checked.





  1. Submitting Draft Task


  • Submitting Draft Task will follow the standard routing process. Please refer to the routing process in the introduction module of this guide for more details.