Contract Review and Approval

Form

A few key things to help you be

successful in processing the form.

Updated December 2, 2013

New Items

• Contract Number Lookup

• New Approval Fields

• New “How-to” Approve the CRAF

CRAF

Contract Review

Basic Required Information

• The basic required

information to

submit a CRAF is

shown in yellow

highlight.

– Department type will

prepopulate based

on the Department.

Contract

Number Lookup

To avoid double entry and

duplicate CRAFS, when a

Contract Number is entered

a check is performed to

ensure that another CRAF

does not have the same

Contract Number.

If a CRAF has already been

entered using the same

Contract Number, you will

be given the option to open

the CRAF that has already

been created.

New Approval Fields

• The approvals are no longer individual cells but are

located in the table as shown below. Dean and Dept.

Head name and email will be provided by the

requester.

– Please note that the form will give you the correct number of

rows in the table when Department Type, Contract Type,

Amount, and whether the contract is Grant or Non-Grant

Related. You will NOT be able to provide routing information

until all fields are provided.

Approving the CRAF

• Approvers no longer mark checkboxes

but click either the “Approve” or “Return”

button. The approvals are logged in the

table.

Download Attachments

Click on the Attachment name that is underlined to download and view

the attachment.

Save Changes and Submit

Save Changes will send you a link to access the form to finish. Submit

sends the form on for processing.

Did I properly submit the form?

Common Errors

A message similar to the one above indicates that someone else is currently viewing

the form. Until they exit the form, you will be unable to make changes. This message

also appears if someone exited the form incorrectly. The form will generally “free”

itself in 30 minutes.

Common Error Messages

Please make sure to only open the form once and exit the

form correctly. Links provided in email notifications need

only to be clicked once to open the form instance.

Correct Ways to Close Form

Common Issue

• The request is not in my IRIS inbox.

Links to the requests are sent through email.

The email will be from UTMartin eForms

(utmartineforms@utm.edu). Emails are

sometimes in the “Junk” folder.

Common Errors

My form will not print or the print is very small.

– PerfectForms will only print correctly by using the Print

button located on the form.

Common ErrorsI am using the Print button but the form will

still not print.

– If you have pop-ups blocked on your computer, the print

version will not open.• How to turn off pop-up blocker in Internet Explorer: http://www.wikihow.com/Turn-Off-the-

Pop%E2%80%90Up-Blocker-in-Internet-Explorer

• How to turn off pop up blocker in Mozilla Firefox: https://support.mozilla.org/en-US/kb/pop-

blocker-settings-exceptions-troubleshooting

• How to turn off pop up blocker in Google

Chrome:https://support.google.com/chrome/answer/95472?hl=en

Need Help?

Feedback Form

The History Table logs every action of the request. You can view

the History Table at any time by clicking “View History”

Review History

Questions?

If you have additional questions

please click on the link below to fill

out an Process Improvement

Feedback, or use the Feedback

button on the form.

http://app.perfectforms.com/player

.htm?f=ZqrCggAm