Return a Recommendation

As the Contract Administrator, you can return a Recommendation back to a Consultant if there is missing or incorrect information. Any Recommendations issued on your project will appear in your action item to list. You can also access the document on the Document Specific Search page. For more information, see Search for a Document.

To return a Recommendation:

1. Click on the Project that contains the Recommendation you want to action in your Action Itemslist.

   The Action Items list expands.

   

   Tip: Documents requiring your review will be labeled "Recommendation Requested" after the document title.

2. Click the action item.
3. The Document Specific Edit page displays.

4. If there is missing or incorrect information, return the document to the Consultant:

   1. Enter a comment addressing the reason for returning the document.

   2. Click . For more information see Return a Document.

      Who's next?
      Consultant to review the Recommendation.
      What's next?
      A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.

      Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.