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Home > ARMS Tutorials > Client “action” on an Annual SOW

Client “action” on an Annual SOW

February 27, 2014

This video will show you how to take an Action (Approve or Not Approve) on an Annual Scope of Work (SOW) that has been submitted to you. You can also view all submitted Annual SOWs for the brands you are assigned to.[VIDEO]

  • Click on Annual SOW link
  • This list defaults to Pending Annual SOW Submissions
  • If you are looking for an Annual SOW other than Pending…..
  • Select the appropriate Status (All, Pending, Approved, Not Approved), then click Show to see the list.
  • Click on the View Details link to view the Annual SOW.
  • A PDF file may also be attached in the Additional Info column.
  • Only the Project Owner can approve or deny a Pending Annual SOW.
  • If you are the Project Owner, Radio buttons will appear when you click View Details.
  • To facilitate comments on specific tactics, each job number and title have been auto filled in the comment box. You can delete all or part of the pre-populated info in this section. To save currently entered comments without approving or not approving an estimate, click on the Save Draft button. Then return later.
  • Take the appropriate action, Submit. An email will be sent to your Agency submitter, and any cc’s (separated by a comma).

Filed Under: ARMS Tutorials Tagged With: Client Users

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Add transparency to your agency relationships. Our systems track annual/individual tactics (role/person, budget/actual, cost/hours) & compare to industry norms.

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Ocean City, MD 21842
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