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Return to Bulk Actions.
Users can perform bulk actions using the "Bulk Actions" from the main navigation menu on the top to create and update multiple entities directly within ICI. When uploaded, these entities become part of the ICI workflow and can be managed within ICI itself. You can also perform these actions using Excel Add-in. With this utility, the overhead of installing and updating ICI Excel Add-in periodically on your machine can be avoided, besides, reducing the time taken to create and/or update records in ICI.
Feature highlights:
You can enable the "Bulk Actions" menu or tile through the Security Groups.
To enable the Bulk Actions:
The Bulk Actions tile enables you to:
To create a new Agreement:
1. Click "Bulk Actions" main navigation menu on the top.
2. Click "Create New". The Create page opens with 2 tabs: Details and Attributes
3. In the "Details" tab or section, select "Create Agreement" from the "Bulk Upload Action" drop-down.
4. Select a "Contract Type Name" from the drop-down list, for example, "ICMAutomationBasicAgreement". The respective Associations of the Contract Type are displayed. Mandatory Associations are auto-selected and can not be removed.
11. Upload the Workbook with all the sheets as a "zip file" and Navigate to the "Bulk Actions" Index page.
12. Click "Add Batch" on the far right in the title bar. The "Add Batch" drawer opens.
13. Click "Add". The batch file is displayed on the "Bulk Actions" Index page with the status as "Added to Queue". The status changes to "Completed" when the batch is successfully uploaded.
The Batch that you added in the "Adding a Batch" section will be processed by ICI. Multiple users can create multiple batches at the same time. These batches would be queued and ICI would pick them up for processing from the queue. The status of the batch can be as follows:
While processing the Batch, every record is validated for:
The following columns are displayed with the respective count on the "Bulk Actions" index page:
After a batch is processed, a "Download Status File" and "Download Error File" appear in the Actions column under three dots (...) after the status of the batch changes to "Completed".
14. Click the three dots (...) in the Action column (that is the last column) of the batch to download the status file and click "Download Status File"
15. The "Status File" displays the status of the files that are uploaded successfully, partially, or failed to upload. The Status column displays the status of the files and the reason for partial success or failure is displayed in the Reasons column. For example, if an Association fails but the Agreement is successfully uploaded, then it will be a partial success.
16. Click the "Download Error File" to download the error processing file to understand the reason for failure.
1. Click "Contract Types" under the "Configure" main navigation menu on top. The "Contract Types" index page opens.
2. Click the "View Details" eye icon corresponding to the contract type you want open on the last column. For example, "ICMAutomationBasicAgreement". The "Contract Types" Details page opens.
3. Click "Edit". The "Edit Contract Type" page opens with the "Details" tab.
5. Select the Attribute in the "Selected Attributes" pane. For example, "Use Amendment Template". The respective Attribute's details appear on the right.
6. Toggle the "Is Inherit On Amendments" field at the bottom and click "Save" on the top right corner for the Attribute to get updated.
Note: By default, the "Is Inherit On Amendments" property is "On" for attributes. The configurator should consider the behavior of the rest of the attribute properties along with "Is Inherit On Amendments" before setting it to "Off".
1. Click "Bulk Actions" tile on the main navigation menu at the top.
2. Click "Update Existing". The "Update Bulk Action WorkBook" page opens.
4. Click "Next".
When adding an Amendment to an existing Agreement, select only the Attributes that you want to modify.
This page displays only Attributes related to the Contract Type you have selected. You can select only the editable Attributes. If you select a dependent Attribute, the primary Attribute also gets selected by default. The Attributes selected on this page will be visible in the Workbook you generate. For example, Effective Date and Expiry Date.
To select any additional Attributes:
The attributes which have inheritance enabled for amendments will have their values copied from the base agreement and are auto-filled in the workbook. For example, attribute Contract Value has its values copied from the base agreement ICM Automation Basic Agreement.
The Workbook that was generated in the previous step contains the Attributes you have selected as a few additional system Attributes. You should see the following Attributes in this Workbook:
User must select this Attribute on the Attributes page to achieve the desired result as mentioned below:
1. Select the Update Existing tile on the Bulk Action Management window. The Update page opens with the Details tab active.
2. Click the Bulk Upload Action drop-down. The following Bulk Upload Actions are available:
4. Select Saved Search. All saved searches that the user has access to get populated in the drop-down.
5. Select Contract Type Name. This list will be populated based on the selected Saved Search.
6. Select Association(s) that you want to update for this Agreement.
7. Click Next. The Attributes tab is active. You can now select the Attributes for the selected Agreement and the Associations.
8. Click Generate Workbook. The Workbook will contain the Agreement, Associations and the selected Attributes. You can make changes, upload the files to ICI and continue with the workflow.
To initiate bulk termination:
1. Click Bulk Actions on the Home page. The dropdown opens with the options for bulk actions.
2. Click Update Existing. The Update page opens.
3. Select Initiate Termination in Bulk Upload Action field.
4. Select a Saved Search. For example, Executed_Agreements. Users need to create a saved search with executed agreements for which termination agreements can be created.
5. Select Contract Type Name. For example, ICMMasterServicesAgreement. The Contract Type Name field displays all the contract types from the selected saved search.
The Alert window with the error message is displayed if the user selects the contract type which does not have the required configuration and attributes configured for the termination process.
6. Select the Termination Contract Type Name. For example, ICMTerminateMasterServicesAgreement. The Termination Contract Type Name field displays all the contract types that can be used as termination agreement for the selected contract type name.
7. Select the Association if you want to update for the selected Termination Contract Type.
8. Click Next. The Attributes tab opens.
9. Select the desired attributes for the selected agreement and the associations.
10. Click Generate Workbook. The workbook is generated with the executed agreements from the Saved Search, Associations and the selected Attributes. For example, ICMTerminateMasterServicesAgreement_20201210143128.
The attributes which have enabled the inheritance, will have their values pre-populated from the parent agreement.
11. Edit and upload the workbook files to ICI following the standard ICI bulk update action workflow by adding and processing a batch.
Once the batch processing for the bulk action is successfully complete, the termination agreement is created in a Draft status and associated with the parent agreement. Users can then proceed with the standard agreement workflow and execute the termination agreement. The parent agreement then, will be terminated according to its termination date through the scheduled termination processes.
Related Topics: Agreement Management | Agreements | Add Amendment to an Agreement
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