Depending on your 'Offer approval setup' and your assigned 'Admin rights'. Production Controllers and Accounts Controllers can check, edit and send Offers.
Note:
An Offer is not accessible to you until the person at the previous approval level has completed their draft and clicked 'Send' to your Approval level.
If someone at a higher approval level than you drafted an Offer, then the Offer is viewable but not editable by you.
For details regarding the Offer approval flow click here.
Review Offers
When it's your turn to approve, Offers will appear in the relevant section at the top of the Offers page.
Click the Team Engine 'turbine' or Project name icon to return to the project dashboard
Click on Offers
If you're the Production Controller, click on the # under 'Prod approval'
You'll be shown the list of those Offers
Click on each Offer to view it on one page
Click 'Edit' to make changes
Any change you make to a tab, click 'Save'
Send an Offer
There is no 'Approve' button. You clicking 'Send' is your approval.
Click the Team Engine 'turbine' or Project name icon to return to the project dashboard
Click on Offers
Click your # to approve
Click on each Offer
If happy, click 'Send':
Either to the next approval level, Production or Accounts
Or to the recipient, i.e. the Crew member
Once the Offer is fully approved and sent to the Crew member, so long as the Crew member hasn't yet accepted it, the Offer can be edited. The changes will be visible immediately by the Crew member, it's not necessary to click 'Re-send'.
If the email address is changed, then the Offer will require re-approval as that is equivalent to sending the Offer to a new person.
Offer notifications
There are on individual email notifications per 'Offer to approve'. Those would become too noisy and therefore ignored.
However, you can configure any user to receive 'Daily Update' emails listing tasks which need attention. Click here to see Notifications instructions.