The first time you log in to BCM, you should see the Contract Requester Dashboard. You can make this your home page by clicking on the person icon in the top right corner and click “Set My Home Page” when on the desired page.
You can manage your notifications by clicking the person icon in the top right corner, then View My Profile. Click Notification Preferences, then Contracts. You can set the notifications to email, system notification, or both. Default settings are both for most options. Click Edit Section to make changes.
When searching for a contract, make sure you have all of your search criteria set to “All.”
Future dated contracts will show up in Workday, however in order to find them, you must change your document date to the start date of the contract or later.
An amendment is different from a renewal type of request type. A renewal is a renewal of the contract “term” only. An amendment serves to update any obligations of a contract, which is a wider range of modifications to a contract, e.g. expanding the scope of work.
Signature requests are sent through the system using DocuSign. Inform the people who will be signing that they will receive a DocuSign request once the contract review is completed. The email comes from DocuSign but does have the Brown logo.
Use the History button to see the activity related to the agreement. This can be found in the upper right corner of your request/contract.
When you get a notification that your request has been completed, please note that while your request is completed, your contract still needs to be created and finalized. You will receive notification when the contract has been executed. This is when a requisition can be created in Workday for your contract.
A contract requester can send additional attachments through the discussion thread if necessary.