---
title: "Contract Request Process Overview & Planning"
slug: "contract-request-process-overview-amp-planning"
updated: 2022-01-19T19:29:43Z
published: 2022-01-19T19:29:43Z
canonical: "wiki.cobblestonesoftware.com/contract-request-process-overview-amp-planning"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Request Process Overview & Planning

### **Contract Request Process Overview & Planning**

**Contract Request Process: Overview**

Contract Insight Enterprise Edition contains a feature called **Contract Requests**, which allows users of the Contract Insight application to login and create a request for a new contract. In the request for the new Contract, the user is able to [enter any supporting information](https://wiki.cobblestonesoftware.com/docs/managing-amp-editing-a-contract-record) about the new potential contract and [attach any supporting](https://wiki.cobblestonesoftware.com/docs/contract-request-attachments) documents or files for the **Contract Request**.

Once a Contract Request is created by a user, a specified **Review Group** of users in the organization are then alerted (via Email) that there is a new Contract Request, prompting the Reviewers to login to Contract Insight and review the new request.

Once the Reviewers have reviewed the Contract Request, they can then either **Reject** the Contract Request, which would alert (via Email) the Requester that the request was denied, or **Accept** the request, at which time the Reviewer could then create a Contract Record directly from the Contract Request screen.

**Planning for Use of Contract Requests**

1. Plan any fields to add to the **Contract Request** screen in order to collect as much information about the new requested contract as possible.

2. For any **Contract Request** screen fields, plan which fields on the Contract Request screen would map to which fields on the Contract Details screen (this is used when creating a Contract Record from an **Accepted Contract Request)**.

3. Plan which Employees should be included in the **Review Group** for Contract Requests.

**Note:** You may create as many Employee Groups/Roles as needed, such as Departmental **Review Groups** for Contract Requests if there is a different group of Employees/Administrators who need to be alerted for Contract Requests depending on the Requesting Department.

4. Plan which users of the Contract Insight application should be allowed to **submit**, **view**, and/or **manage** any Contract Requests.

**Configuration Steps for Setting Up Contract Requests**

Enter any/all fields to the Contract Request table via the [**Field Manager**](https://wiki.cobblestonesoftware.com/docs/create-user-definedcustom-fields).

Enter any/all field mappings via the [**Field Mapper**](https://wiki.cobblestonesoftware.com/docs/field-mapper) to specify which Contract Request screen fields will be carried over to which Contract Record screen fields when an **Accepted** Contract Request is used to create a new Contract Record.

Create an [**Employee Group/Role**](https://wiki.cobblestonesoftware.com/docs/05-employee-groups-and-roles) (via **Employee List** > **Groups/Roles** on the side menu) for the users that will be responsible for receiving notice of and reviewing any submitted Contract Requests.

Assign the proper **Contract Request** **permissions** to any users who should be allowed to **submit**, **view**, and/or **manage** any Contract Requests.

**Contract Request Process**

1. User logs into Contract Insight and [creates a **Contract Request**](https://wiki.cobblestonesoftware.com/docs/create-a-contract-request).
2. Any users assigned to the selected **Review Group** (which is selected when the Contract Request is created) receive an e-mail alert that a new Contract Request has been submitted.
3. Members of the assigned **Review Group** need to log in to Contract Insight and [review the new Contract Request](https://wiki.cobblestonesoftware.com/docs/reviewing-contract-requests).
4. Once the Contract Request has been thoroughly reviewed, a member of the Review Group needs to [update the **status** of the Contract Request](https://wiki.cobblestonesoftware.com/docs/acceptingrejecting-a-contract-request) to either Request Rejected or Request Accepted.
5. The Requester of the Contract Request receives an e-mail alert of the status change for the Contract Request to inform them if the request was accepted or rejected.
6. For **Accepted** Contract Requests, the appropriate individual (usually a member of the Review Group) then clicks the link (on the Contract Request Details screen) to [**Create Contract** from the accepted Contract Request](https://wiki.cobblestonesoftware.com/docs/create-a-contract-from-a-contract-request).
7. The **Add New** screen for Contract Records opens with the fields specified in the **Field Mapper** already populated with the appropriate values from the Contract Request fields.  Any additional necessary/required information is then added to the **Add New** screen.
8. Click **Save & Continue** to save the new Contract Record and proceed to the **Contract Details** screen.