Note: Approving is practically “point-and-click”; but, it would be disastrous to the County if something egregious was approved. Munis can report on approvals made without review. Please thoroughly review all contracts.
1. Click your Approvals Tile on the Munis dashboard.
2. Select the Contract (COE) to review by clicking on the record.
3. Review items Attached under the paperclip
4. After review of attachments, click on the for the contract details.
5. Review any Comments left by the enterer. Use the Back button to toggle back.
6. Verify information from the attachments against the contract screen tabs:
a. Main
b. Retainage
c. User Defined (Legal Doc # / Resolution)
d. Accounts
e. Subcontractors
f. Insurance
7. After review, make a decision on approval and select your choice at the bottom of the screen.
a. Approve, comment optional
b. Reject, comment required
c. Forward, comment required
d. Hold, comment required
8. Click Back to return to the Munis Dashboard