Purpose: Learn how to successfully update a pending Contracting Request to "Active" in your Contracting CoPilot workflow, as well as how to verify the audit trail for this activation process viat the record's Timeline.

When a Contracting Request is ready for finalization, you need to be able to log a specific activity to update the system records from "Pending - Awaiting Finalization (Approved)" to "Active."

1. In the Contracting Requests object, search for the specific Contracting Request record you want to activate.
   
   
2. Select the hyperlinked Contracting Request name to open the record.
   
   
3. Scroll down to the Activity section and select Log Activity > "[Contracting] Check Request Status" from the dropdown menu.
   
   
   
4. In the pop-up window, make sure the Writing ID field is filled to ensure the record is complete for tracking purposes.
   
   
5. Then, select the Status* field and select "Active" from the dropdown menu.
   
   
6. Click the Complete button.
   
   
7. Refresh the page to confirm the Contracting Request Status has been updated to "Active."
   
   
   
   
8. Confirm that there is now a "Check Request Status" activity logged in the Timeline section.
   
   
   
9. Select the newly created or existing linked contract record (in the "Related Records" category > "Created Contract" field or "Linked Contract" field).
   
   
   
   
10. In the related contract's Timeline section, confirm that the Contract stage has been updated from "Pending - Awaiting Finalization (Approved)" to "Active" and that the Contract Approval Date field has been set to the current date.