Cascade Team [edit]


= Cascade Team&nbsp; =

ICM has now introduced the capability to copy the role-based team members while creating associations so that the user have the privileges for associated documents as they do for the parent entities. This is achieved by configuring Contract Types.


== Configuring Contract Type to copy role from agreement to its associations ==

To configure Contract Type:&nbsp;

1. '''Click''' ''Home >&nbsp;''''Configuration'' tile. The ''Configuration'' menu opens.
<div class="image-green-border">[[File:Cascade team.png|720px|RTENOTITLE]]</div> 
2.'''Click '''''Cascade Team. ''The ''Cascade Team ''page opens.
<div class="image-green-border">[[File:Add configuration button.png|720px|Add configuration button.png]]</div> 
3.&nbsp;'''Click '''''Add Configuration''. The ''Add Role Mapping ''window opens.
<div class="image-green-border">[[File:Add Configuration 1.png|720px|RTENOTITLE]]</div> 
4.&nbsp;'''Select '''the parent Contract Type in the ''From Contract Type'' drop-down list for which you want to copy the role. For example, ''Saas'' ''Agreement''.

5.&nbsp;'''Select '''the Associated Contract Type in the ''To Contract Type'' drop-down list in which the role is copied. For example, ''Annexure1''.

6. '''Select '''the role in the ''From Role(s)'' field to be copied to the Association. For example, ''Secondary Owner'' and ''Business Owner''.

7. '''Select '''the role from the Association in the ''To Role ''drop-down list. For example, ''Contributor''.
<div class="note-box">'''Note''':&nbsp;The following roles cannot be mapped to Target Role (''To Role''): ''Exclusion Reviewers, External Signatory, and Internal Signatory''.</div> 
8.&nbsp;'''Select '''the event for the role mapping in the ''On Event ''drop-down list. For example, ''Associated Document Created''.

9.&nbsp;'''Click '''''Save''. The ''Role Mapping'' is added to the Contract Type.
<div class="image-green-border">[[File:Cascade team pop up.png|720px|RTENOTITLE]]</div>

== Role Mapping when creating Association in Agreement ==

1.&nbsp;'''Click''' the ''Agreement Management'' tile on the ''Dashboard''. The ''Agreement Management'' menu opens.

2.&nbsp;'''Click''' the ''Create Agreement'' menu. The ''Create Agreement'' page opens.

3. '''Select''' the Contract Type Name. For example, Saas Agreement.

4.&nbsp;'''Select''' ''Own'' in the ''Type Of Paper'' drop-down.&nbsp;

5.&nbsp;'''Click''' ''Next''. The ''Attributes'' page opens.

6.&nbsp;'''Enter''' the details in the remaining fields to take the agreement to the ''Draft'' state.

7.&nbsp;'''Click''' the ''Create Association'' icon of Annexure1. The ''Create Association'' page opens.
<div class="image-green-border">[[File:Create association.png|720px|Create association.png]]</div> 
8.&nbsp;'''Enter '''the details in the ''Create Association'' page to take the association to the ''Draft'' state.
<div class="note-box">'''Note''': Ensure that the agreement ''Team'' has Roles such as ''Secondary Owner'' and ''Business Owner'' as set in the ''Role Mapping'' configuration to make the mapping successful.</div> 
9.&nbsp;'''Click&nbsp;'''''Team&nbsp;''tab.&nbsp;

As configured, ''Secondary Owner'' and ''Business Owner'' Roles of Agreement are mapped to the Association – ''Annexure1'' as ''Contributor''.&nbsp;

&nbsp;

== Ability to cascade team from contract request, agreement, amendment to its association ==

ICM provids the&nbsp;support to copy team role&nbsp;from contract request, agreement and its amendment to its parent child association. Now, the support is being extended to copy all team roles from contract request, agreement or amendment to its peer associations.<br/> <br/> Contract admins can now:

*Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association. 
*Copy all or selective team of the entity to its peer association on a parent or peer entity event. 

Users can now:

*Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity. 
*Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association. 

=== Cascade the entire team with roles of source contract type ===

You can copy the entire team with same roles from contract type to its association.

#'''Click '''''Configuration ''> ''Cascade Team ''> ''Create Cascade'' on the ''Home ''page. The ''Create Cascade'' page opens. 
<div class="image-green-border">[[File:7.12 Cascade Team 1.png|720px|7.12 Cascade Team 1.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="2">
<li>'''Select '''the&nbsp;source ''Contract Type ''to copy the team from. For example, ''Master Service Agreement''. All the associations for the selected contract type will be populated in the ''Target Association ''field.</li>
<li>'''Select '''the&nbsp;''Target Association ''to add the copied team to. For example, ''Statement Of Work.&nbsp;''</li>
</ol>

The ''Entity Relationship ''will be displayed according to the selected entities.
<ol start="4">
<li>'''Select '''entity type in the ''Event On ''from options:</li>
</ol>

*''Contract Type&nbsp;'' 
*''Target Association&nbsp;'' 

For example, select ''Contract Type''. The applicable events will be populated in the ''Event ''field according to the selected entity.
<ol start="5">
<li>'''Select '''the ''Event''. For example, ''Agreement Published.''</li>
<li>'''Select '''''Cascade Criteria'' in ''Actions ''field from:</li>
</ol>

*''Cascade Entire Team'': copies entire team of contract type to its association 
*''Cascade Selective Team'': copies selective team roles of contract type to its association 

For example, select ''Cascade Entire Team''. The ''Select Cascade Criteria'' ''Options ''field is displayed.
<ol start="7">
<li>'''Select '''''Cascade Criteria Options ''from:</li>
</ol>

*''Keep Existing Roles'': copies team roles of contract type to its association as they are 
*''New Common Roles'': copies team roles of contract type to its association with the same selected role 
*''Different Team Roles'': copies team roles of contract type to its association with the different selected role for each source role. 

For example, select ''Keep Existing Roles.&nbsp;''
<div class="image-green-border">[[File:7.12 Cascade Team 2.png|720px|7.12 Cascade Team 2.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="8">
<li>'''Click '''''Save''. The ''Cascade Team'' page opens. The ''Cascade Team ''configuration will be displayed after selecting the contract type.</li>
</ol>
<div class="image-green-border">[[File:7.12 Cascade Team 3.png|720px|7.12 Cascade Team 3.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="9">
<li>'''Click '''''View''. The ''Cascade Team Summary'' page opens. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the team roles as source contract type.</li>
</ol>
<div class="image-green-border">[[File:7.12 Cascade Team 4.1.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
=== Cascade the entire team with new common role ===

You can copy the entire team from contract type to its association and set a new common role for whole team.

Follow the process till step number 7 and then continue further:&nbsp;
<ol start="8">
<li>'''Select '''''Cascade Criteria Options'' as''New Common Roles''. The ''Select Common Role'' field is displayed.</li>
<li>'''Select '''''Common Role''. For example, ''External Reviewer.''</li>
</ol>
<div class="image-green-border">[[File:7.12 Cascade Team 5.png|720px|7.12 Cascade Team 5.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
<li>'''Click '''''Save''. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the selected role (''External Reviewer'').</li>
</ol>
<div class="image-green-border">[[File:7.12 Cascade Team 6 1.png|720px|7.12 Cascade Team 6 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
=== Cascade the entire team with different roles ===

You can copy the entire team from contract type to its association and set different roles for each source role.

Follow the process till step number 7 and then continue further:&nbsp;
<ol start="8">
<li>'''Select '''''Cascade Criteria Options ''as ''Different Team Roles''. The ''Team Role Mapping'' section is displayed.</li>
<li>'''Set '''the ''Target Role'' for all the existing team roles. For example, set ''Approver'' as ''Observer'' and ''Business Owner ''as ''Contributor''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Cascade Team 7.png|720px|7.12 Cascade Team 7.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
<li>'''Click '''''Save''.&nbsp;</li>
</ol>

The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work''). The existing roles from the source contract type will be mapped with selected different team roles. For example, the ''Approver ''will be copied to the association as ''Observer ''and ''Business Owner ''as ''Contributor''.
<div class="image-green-border">[[File:7.12 Cascade Team 8.1.png|720px]]</div> 
&nbsp;

=== Cascade the selective team roles ===

You can copy the selective team roles from contract type to its association with either the same roles or new common role or different roles for each source role.

Follow the process till step number 6 and then continue further:&nbsp;
<ol start="7">
<li>'''Select '''''Actions ''as ''Cascade Selective Team''. The ''Select Team Role'' field is displayed.</li>
<li>'''Select '''''Team Roles.'' You can select multiple team roles. The ''Select Cascade Criteria'' field is displayed.</li>
<li>'''Select '''''Cascade Criteria ''as&nbsp;</li>
</ol>

*''Keep Existing Roles''. The team roles of contract type will be copied to its association as they are. 
*''New Common Roles''. The ''Select Common Role'' field is displayed. 

&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;i.&nbsp; '''Select '''''Common Role''. For example, ''Contributor''.

The selected team roles from the source contract type (''Master Service Agreement'') will be copied to the target association (''Statement Of Work'') with the new role as ''Contributor''.
<div class="image-green-border">[[File:7.12 Cascade Team 9.png|720px|7.12 Cascade Team 9.png]]</div> <div class="image-green-border">&nbsp;</div> 
*''Different Team Roles''. The ''Team Role Mapping'' section is displayed. 

&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;ii.&nbsp; '''Set '''the ''Target Role'' for the selected existing team roles. For example, set ''Approver ''as ''Observer ''and ''Business'' ''Owner ''as ''Contributor''.

The selected team roles from the contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the new different team roles. For example, the ''Approver ''will be copied as ''Observer ''and ''Business Owner'' as ''Contributor''.&nbsp;
<div class="image-green-border">[[File:7.12 Cascade Team 10.png|720px|7.12 Cascade Team 10.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
<li>'''Click '''''Save''. The ''Cascade Team'' page opens. The ''Cascade Team'' configuration will be displayed after selecting the contract type.</li>
</ol>
<div class="note-box">Note: Removal of a role from either contact type or its association will be synced between both the entities when the specified event occurs.</div> 
&nbsp;

=== Copy the agreement Team to its association as per the Cascade Team configuration&nbsp; ===

Consider an example where agreement ''ICMMasterServiceAgreement_90 ''has user ''John Doe'' added to team as ''Business Owner''.
<div class="image-green-border">[[File:7.12 Cascade Team 11.png|720px|7.12 Cascade Team 11.png]]</div> <div class="image-green-border">&nbsp;</div> 
Now, add the ''Statement Of Work'' association to the agreement:

#'''Click '''''Associations ''> ''Statement Of Work'' on left navigation panel on ''ICMMasterServiceAgreement_90&nbsp;''agreement details page. The ''Lookup Search'' window for the selected association contract type (''Statement Of Work'') opens. 
#'''Select''' the agreement instance. For example, ''ICMStatementOfWork_60.'' The association is added to the agreement. 
#'''Click '''''View Record'' icon next to the association (''ICMStatementOfWork_60'') on association grid page. The association ''Details'' page opens. 
#'''Click '''''Team ''on left navigation panel. The ''Team ''page opens. The association''ICMStatementOfWork_60'' has only primary owner added to its team. 
<div class="image-green-border">[[File:7.12 Cascade Team 12.png|720px|7.12 Cascade Team 12.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="5">
<li>'''Click '''''Publish ''on the&nbsp;''ICMMasterServiceAgreement_90&nbsp;''agreement ''Details ''page. The agreement is published.</li>
</ol>

The agreement contract type’s team will be copied to the association as per the ''Cascade Team'' configuration when the event ''Agreement Published ''occurs. The user ''John Doe ''as ''Business Owner ''from ''ICMMasterServiceAgreement_90'' will be added as ''Contributor ''to ''ICMStatementOfWork_60'' Team.
<div class="image-green-border">[[File:7.12 Cascade Team 13.png|720px|7.12 Cascade Team 13.png]]<br/> &nbsp;</div> 
The cascading of teams from contract type to association is captured in audit and the users can view it on the ''History ''tab on the association’s ''Details ''page.
<div class="image-green-border">[[File:7.12 Cascade Team 18.png|720px|7.12 Cascade Team 18.png]]</div> 
&nbsp;

=== Edit the Cascade Team Configuration ===

User can edit the roles mapping for the existing configuration.&nbsp;

To edit cascade team configuration:

#'''Click '''''Configuration ''> ''Cascade Team'' > ''Cascade Teams ''on the ''Home ''page. The ''Cascade Team ''page opens. 
#'''Select '''''Contract Type''. For example, ''Master Service Agreement''. The list of configured cascade teams for the selected contract type opens. 
#'''Click''' ''Edit ''icon next to the configuration you want to edit. The ''Edit Cascade Team ''page opens. 
<div class="image-green-border">[[File:7.12 Cascade Team 14.png|720px|7.12 Cascade Team 14.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The certain fields are disabled for editing to avoid the overwriting or duplicating the existing configuration.</div> 
&nbsp;
<div class="image-green-border">[[File:7.12 Cascade Team 15 1.png|720px|7.12 Cascade Team 15 1.png]]</div> <div class="image-green-border">&nbsp;</div> 
If user tries to create the same configuration from ''Create Cascade ''page, the operation will not be allowed and the error message will be displayed.
<div class="image-green-border">[[File:7.12 Cascade Team 16.png|720px|7.12 Cascade Team 16.png]]</div> 
&nbsp;

=== Delete the Cascade Team ===

#'''Click '''''Configuration ''> ''Cascade Team ''> ''Cascade Teams ''on the ''Home ''page. The ''Cascade Team ''page opens. 
#'''Select '''''Contract Type''. For example, ''Master Service Agreement''. The list of cascade teams configured for the contract type opens. 
#'''Click '''the checkbox next to the cascade team configuration you want to delete. 
#'''Click '''the checkbox in a header row to select all the configurations together. 
<div class="image-green-border">[[File:7.12 Cascade Team 17.png|720px|7.12 Cascade Team 17.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="5">
<li>'''Click '''''Delete''. The selected configurations will be removed.</li>
</ol>

&nbsp;