Contracts & Purchase Order Routing Procedure

This document demonstrates the steps to properly complete the Babson College Routing Form for Contracts & Purchase Orders of $100,000 or more for Budgeted Spend, or $50,000 or more for Non-Budgeted Spend. Prior to initiating this process, it is beneficial to contact departments that need advance notice, i.e. Legal or Risk Management.

Based on access, you should see a folder for your department/division.

For Example:

In the folder, there is a document entitled “Template for Babson College Routing Form Contracts & Purchase Orders”

Right click on the form template and select "Make a Copy"

Create new folder by right clicking and selecting “New Folder.” Be sure to name the new folder with appropriate naming convention: “Project Name” plus “Date of Initial Request by Requestor” (For Example: Workday 7.02.2015).

Drag and drop the copied form template to the proper folder.

Once placed in the correct folder, open the copy of the form template by double clicking.

 

Once the document is opened, hover over the title and click once to rename.


 

Please use the same naming convention to rename the form:

 

“Project Name” plus “Date of Initial Request by Requestor” (For Example: Workday 7.02.2015).

 

Please follow the instructions on page 2 of the Template for Routing Form for Contracts & Purchase Orders.

Right click and select “Upload files …” to upload each supporting document needed as outlined in ‘Requestor’s Responsibilities’ on page 2 of the routing form.

Or, upload an entire folder from your desktop

After the form is completed and all proper backup is uploaded, right click on the folder and select “Share.”

Then, either select the “Get sharable link” icon, and copy the link to your email to send to the individuals listed in the ‘Approvals’ table of the form or add the users under ‘People.’

The requestor should continue to monitor the form until all appropriate approvals have been collected.