How can I handle outstanding tasks?

An action can arise because a contract has been assigned to you by another colleague. An action can also be automatically generated by Spend Cloud. This occurs when the set action moment is reached. In that case, the contract owner must indicate whether the contract should be extended or terminated.

If there is a new action open for you, it will be displayed on your dashboard, and you will also receive a notification email. You can perform the action in the Actions menu. Here, you will find an overview of all actions sorted by the termination date. Depending on your settings, you will find the following actions here:

Confirming contract registration (if available)
Registrating contract details (if available)
Reviewing a contract
Extending or terminating a contract
Processing pending confirmation

As a user, you will only see in the overview the contract actions that have been assigned to you. The contracts will all have the status 'In process by an employee.' As an application administrator, your role may be configured to allow you to review on behalf of other employees. In that case, you will see not only your own actions but also the actions that are open for other employees.

Assigning a new action

If an action cannot be performed for a specific reason, an application administrator can assign a new action to the contract. This authority is typically only available to Contract Administrators / employees of the (central) contract administration. More information on how an action for a contract can be modified can be found in the following article: How do I, as contract administration, adjust the status or action of a contract?