Team[edit]


= Team =

The ''Team'' tab displays the users with their roles&nbsp;assigned to the team of a specific&nbsp;Agreement. ICM allows you to take workflow actions on approvers from the''Progress'' view of the''Team'' tab itself so that&nbsp;you don’t need to navigate to the grid and list view to take these actions:

*Search&nbsp;any user by either using the&nbsp;''Grid, Tile or Progress&nbsp;view'''.''''' 
*Add any user to the ''Team ''from either of the views. 
*Remove any user from the Team 
*Reassign a user 
*Enable/ Disable approvers 
*View the graphical representation of the Agreement lifecycle through the&nbsp;''Progress'' view. It displays the different states that the Agreement has been through and the actions taken on it by various team members. &nbsp; 

Let’s go through each view in detail.

'''Grid View:'''

''Grid'' view dramatically reduces the time required to go through the complete list of team members to find a specific one. Through this view, you can easily refine your search for any specific team member.

The search results are displayed in a tabular form. You can further sort your results by using ''Filter'' provided in every column.
<div class="image-green-border">[[File:Team Grid Edited.png|RTENOTITLE]]</div> 
Follow these steps to search the log:

#'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. 
#'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. 
#'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. 
#You can refine your search&nbsp;by selecting the ''Status ''provided: 

:
:*All: displays all the team members assigned to the Agreement team, irrespective of their roles. 
:*Approvers:&nbsp;displays the team members assigned as&nbsp;an Approver. 
:*Core: displays the team members assigned as a Primary and Secondary Owner. 
:*Extended: displays the team members&nbsp;assigned as a Business Owner, Observer and Reviewer.&nbsp;&nbsp; 
:*Signatories:&nbsp;displays the team members assigned as&nbsp;Signatories.   
<ol start="5">
<li>The results matching your selection are displayed on the page in a tabular form.</li>
<li>You can&nbsp;refine your search further&nbsp;using the ''Refine Search'' field. For example, type initials of ''User Name'' who created the Agreement or type initials of the ''Team Role''. This filters the results to display only those records that match&nbsp;your search.</li>
<li>Sort your search results&nbsp;by clicking the&nbsp;''Filter'' icon provided in each column. '''Click&nbsp;'''''<i>Filter</i> icon and choose options relevant to your search in the fields.''</li>
</ol>

'''Tile View:'''

This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.
<div class="image-green-border">[[File:Team tile Edited .png|RTENOTITLE]]</div> 
You can perform following actions on the team members through ''Grid, Tile or Progress&nbsp;view''':'''''

*Reassign: click to reassign&nbsp;a different Approver for the Agreement in ''Waiting For Approval'' state. This takes the previously assigned Approver completely out of the Agreement lifecycle. While doing so you can add a note with the reason for reassigning the approver. It is&nbsp;helpful, if an assigned Approver is either the wrong person or is busy.&nbsp; 
*Enable: click to roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. 
*Disable: click to disable a&nbsp;specific user who is not required in the team at present. The disabled user still stays in the team and can be enabled anytime when needed. 
*Remove: click to remove the user from the team, if required. 
<div class="note-box">'''Note:''' If you are adding a user:&nbsp; 
*who is already added in the team system displays an error message stating that the user is already available. 
*who is already added in the team but disabled, then a popup is displayed with an error message and an option to ''Enable'' the user. 
</div> 
'''Progress View'''

The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement workflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.
<div class="image-green-border">[[File:Team ProgressView ActionsButtons.png|Team - Progress View]]</div> 
The three sections of&nbsp;''Progress&nbsp;''view are:

*'''Generate'''&nbsp;- &nbsp;this section displays Primary Owner and Secondary Owner with their names, if selected for the specific Agreement. By default,&nbsp;''Generate''&nbsp;section will be green as Agreement is created. 
*'''Approval'''&nbsp;– this section displays different approvers for various steps in separate boxes. It also displays how many approvals are important for each Step for example, if at Step 1 there are 3 approvers assigned, but only 1 approval is needed then it will display 1 of 3 required. The Approval section stays in grey colour until any of the approver has approved the Agreement. If the Approver rejects the agreement, it still stays in grey colour. For example, if at Step 1 there are 2 approvers, the first approver accepts the agreement which turns the approver section in green colour. But if the second approver rejects it the approvers section again goes back to grey colour. The thumps up icon is displayed next to the approver who has approved the Agreement. If you hover over any user listed in this section, you can view the notes added by the user while taking an action. 
*'''Check & Sign -&nbsp;'''this section displays external and internal signatories in different boxes. 

&nbsp;

To add a team member through Team tab follow the below steps:

1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.
<div class="image-green-border"><font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font></div> <div class="image-green-border"><font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font></div> 
<font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font>
<div class="image-green-border"><font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font></div> 
{| class="wikitable"
|-
| <font face="Segoe UI">'''Note''': When you select an '''Approver''' role in the '''Select Role''' list, a '''Step Number''' box appears. Type a number in the box. This number denotes the respective approver's hierarchy for an approval.</font>
|}

<font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font>
<div class="image-green-border"><font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font></div> 
<font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font>

<font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font>
<div class="image-green-border"><font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font></div> 
&nbsp;

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'''Related Topics:''' [[Managing_Team_Members|Managing Team Members]]&nbsp; |&nbsp; [[Agreement_Details_Page|Agreement Details]]&nbsp;&nbsp;