Attach a copy of the contract from a playbook and send it as an email to the employee who requested for it.
Before you begin
Role required: Procurement specialist
Procedure
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Navigate to .
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Select the List icon (
) and select All team work > Cases.
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Select the applicable Request a copy of contract case from the list for further processing.
The Playbook tab opens with the Verify and assign case section.
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In the Assigned to field, select a procurement specialist to work on this case.
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Select Start work.
The procurement case moves to the Work in progress state, and the Email a copy of the contract page is displayed.
Note: If a contract is already attached to this case, it’s displayed here. The procurement
specialist can open and view the contract and verify the details, if necessary.
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Select Compose email to draft the email for the employee.
- Optional:
Edit the auto-populated fields as required.
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Select Add File to browse and attach the contract file to the email.
Note: This attachment isn’t added here by default and must be attached manually by the procurement specialist. Consider these scenarios:
- If a contract number is specified in the request, and an attachment exists for that contract in the contract record, attach the requested contract number to the email.
- If a contract number is specified in the request, but an attachment doesn't exist for that contract in the contract record, find the file for the contract number and attach it to the email.
- If a contract number isn't specified in the request, and only details are mentioned, find the contract as described by the requester and attach it to the email.
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Select Send Email to send the email for the employee.
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Select Done.
The request is now fulfilled and the procurement case moves to the Closed Completed state.