Actioning Contracts That "Need Attention"

In this article

Overview

Actioning changes

Further support

Overview

Sometimes Pivott AI ✨ or our professional services team cannot finish processing a contract because key information is missing.

You are the expert for your contracts, so in these cases we may ask you to assist us with completing all the details.

If this happens, you'll see a contract has the status Needs Attention : 

Example of a contract with Needs Attention status.

You can see these contracts at any time by filtering for contracts in Needs-Attention status on the following pages:

  • All Contracts page
  • Vendor → Contracts tab
  • Property → Contracts tab

Actioning changes

To start, find a contract that needs your attention and click to view:

Close view of a contract with the Needs Attention status.

When viewing the contract you'll see a note explaining the issue: 

View of the Attention Needed status and reason.

You or a team member can edit the details of the contract  to resolve the issue. Once you're all done, click the status to flip it to Active :

Close up view of Mark contract as active function.

And you're all done! ✅ 

Close up example of a contract in active status.


Further support

If you've resolved a contract that needed attention but need to make further changes, you can edit the contract details yourself at any time (depending on your user permissions).

If you need support from our professional services team, use the Contact Support button in your sidebar or contact us directly: https://www.pivott.io/contact.

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