How to Approve or Reject a Statement of Work (SOW) prior to Release to Vendor

This article provides approvers with the steps necessary to approve or reject a SOW prior to its release to a vendor (i.e., initial approval). This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.

To approve a SOW prior to release to a vendor: 

1. Navigate to your Beeline Enterprise Home screen.
2. In the My To Do quadrant, click the number link located within the alert sentence, “You have # SOW Submitted for Initial Approval tasks awaiting action”. A new window with a list of SOWs awaiting initial approval appears.
3. Click the Action drop-down arrow of the specific SOW to be adjusted.
4. Select the View Details option.

5. Click the SOW – Name located in the Information section of the SOW profile screen. This opens the SOW initial approval screen in a tabbed format. Note: This is an optional step for some initial approval workflows.
6. Click the Next button to open the General Info tab. Review the information entered and make changes as needed.
7. Click Next to move to the next screen/tab (a single tab may include multiple screens), review and adjust as needed. Repeat this process until you reach the approval tab. (You can access the approval screen directly by clicking the check mark icon in the ribbon bar.)
8. Click Approve. The approve dialog box opens.
9. Optional. Enter comments in the Comments box. Adjust the Approvers list if needed.
10. Click Approve to confirm your approval. The SOW Profile screen displays an updated status bar and the current status displays after the [SOW Number – SOW Name] information.
11. Click Return to exit the SOW Profile and return to your Home screen.

To reject a SOW prior to release to a vendor:

1. Follow steps 1 through 5 as described in the “approve” section above.
2. Click the Next button to open the General Info tab. Review the information entered.
3. Click Next to move to the next screen/tab (a single tab may include multiple screens). Repeat this process until you reach the approval tab. (You can access the approval screen directly by clicking the check mark icon in the ribbon bar.)
4. Click Reject. The reject dialog box opens.
5. Complete/Update data fields as needed. Required fields are indicated by an asterisk (*).
6. Click Reject to confirm your action. The screen reverts to the SOW Profile screen and displays a revised status bar. The status displayed after the [SOW Number – SOW Name] will reflect the previous workflow step or indicate “draft” if it is the initial step.
7. Click Return to exit the SOW Profile and return to your Home screen.