Agreement Details Page - Revision history

WikiSysop at 16:12, 16 November 2022

2022-11-16T16:12:16Z

WikiSysop at 16:10, 16 November 2022

2022-11-16T16:10:37Z

IDT-1 at 09:07, 23 May 2022

2022-05-23T09:07:10Z

IDT-1 at 09:04, 23 May 2022

2022-05-23T09:04:02Z

Shefali DK at 18:36, 31 January 2022

2022-01-31T18:36:34Z

Shefali DK at 16:05, 31 January 2022

2022-01-31T16:05:47Z

Shefali DK at 16:04, 31 January 2022

2022-01-31T16:04:47Z

Shefali DK at 15:58, 31 January 2022

2022-01-31T15:58:39Z

Shefali DK at 15:57, 31 January 2022

2022-01-31T15:57:36Z

Shefali DK at 10:24, 24 January 2022

2022-01-24T10:24:44Z

← Older revision		Revision as of 16:12, 16 November 2022
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	Associated Documents created using this Contract Type will have this feature enabled.		Associated Documents created using this Contract Type will have this feature enabled.
		+

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 &nbsp;
 === Associations ===
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 Associated Documents created using this Contract Type will have this feature enabled.
 === Deviations ===

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 &nbsp;
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 *'''Click'''&nbsp;"Save".
 <div class="image-green-border">[[File:8.0-Agreement-Details-10-1-Drawer-Add-Deviations.PNG|720px|8.0-Agreement-Details-10-1-Drawer-Add-Deviations.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The deviation is added and displayed under the "Deviations" pane.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement-Details-13-Deviation-added.PNG|720px|8.0-Agreement-Details-13-Deviation-added.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Once one deviation is added the "Add deviation Approver" button appears to the top right with&nbsp;three dots actions icon to the right top of the added deviation</div>
 All the edits made to the plain texts will be visible under the deviations tab marked as “System Deviation”. The plain text deviation will also follow the same deviation approval workflow and will be considered as the comparison document with approved agreement document or approved deviation document or template or first document version, whichever applicable.
 <div class="note-box">'''Note:&nbsp;'''This feature can be turned on or off by going to “Admin” > “Application Settings” > “Other Configuration”</div>
 '''Viewing Deviations'''
 <div class="image-green-border">Following actions are displayed under the three dots:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement-Details-Deviation-threedots.PNG|720px|8.0-Agreement-Details-Deviation-threedots.PNG]]</div> <div class="image-green-border">&nbsp;</div>

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 &nbsp;
 === Deviations ===
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 *'''Click'''&nbsp;"Save".
 <div class="image-green-border">[[File:8.0-Agreement-Details-10-1-Drawer-Add-Deviations.PNG|720px|8.0-Agreement-Details-10-1-Drawer-Add-Deviations.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The deviation is added and displayed under the "Deviations" pane.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement-Details-13-Deviation-added.PNG|720px|8.0-Agreement-Details-13-Deviation-added.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Once one deviation is added the "Add deviation Approver" button appears to the top right with&nbsp;three dots actions icon to the right top of the added deviation</div>
-&nbsp;
+All the edits made to the plain texts will be visible under the deviations tab marked as “System Deviation”. The plain text deviation will also follow the same deviation approval workflow and will be considered as the comparison document with approved agreement document or approved deviation document or template or first document version, whichever applicable.
+<div class="note-box">'''Note:&nbsp;'''This feature can be turned on or off by going to “Admin” > “Application Settings” > “Other Configuration”</div>
 '''Viewing Deviations'''
 <div class="image-green-border">Following actions are displayed under the three dots:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement-Details-Deviation-threedots.PNG|720px|8.0-Agreement-Details-Deviation-threedots.PNG]]</div> <div class="image-green-border">&nbsp;</div>

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 <div class="image-green-border">'''Clause Approver'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Clause Approver&nbsp;displays the clauses approver’s details that have been defined for this Agreement. The tab provides the details of clause’s metadata as well as clause extension attributes, if Extended Clause Masterdata configuration is enabled in ICI.</div>
 &nbsp;
 === Team ===
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Team tab displays the members that are added to the team working on this Agreement for it's complete life cycle. You can add a team member with "Add new member" in the top right</div>
 You can also Replace a User&nbsp;through the Team tab.
 <div class="image-green-border">[[File:8.0-Agreement Details-Team.png|720px|8.0-Agreement Details-Team.png]]</div>
 &nbsp;

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 *The Primary owner can send the reviewed agreement to&nbsp;the Deviation Approver. As a&nbsp;Deviation Approver, you can approve or reject clauses inside the agreement if a&nbsp;Deviation Approver&nbsp;role is assigned to you.
 </div>
-=== &nbsp; ===
+&nbsp;
-−
-=== &nbsp; ===
 === Amendments ===

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 &nbsp;
+&nbsp;
 === Deviations ===
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 *Deviation approvers can also be added by defining rules from the Rules page.
 *The Primary owner can send the reviewed agreement to&nbsp;the Deviation Approver. As a&nbsp;Deviation Approver, you can approve or reject clauses inside the agreement if a&nbsp;Deviation Approver&nbsp;role is assigned to you.
 </div>
 === Amendments ===
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 Users can define the relationship between any non-related ICI entities using their common attributes by creating a smart link. Users can then add this link to the contract type’s left navigation pane for easy navigation to the linked entities.
-<div class="image-green-border">The provision to configure these smart links is available on the Save Search window.</div> <div class="image-green-border"><br/> To create a Saved Search:</div> <div class="image-green-border">1.&nbsp;&nbsp;'''Click '''"Advanced"&nbsp; on the Home page. The Advanced Search page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search.png|720px|8.0-Agreement Details- Advance-Search.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;&nbsp;'''Select '''the entity you want to create a smart link for, in "Entity". For example, Statement of Work.<br/> 3.&nbsp;&nbsp;'''Apply '''the filters and keywords to fine-tune the search result you want and click "Search" for the search result to be displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Refer to the "Saved Searches" page for more details on Advance Search.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp; On the result page c'''lick '''"Save View"&nbsp;icon. The Save Search window opens.</div> <div class="image-green-border">5.&nbsp;&nbsp;'''Enter&nbsp; "'''View Name".&nbsp;<br/> 6.&nbsp;&nbsp;'''Toggle '''the "Global Access to View"&nbsp;to Yes.<br/> 7.&nbsp; Expand'''&nbsp;"'''Advanced Criteria" section.&nbsp;</div> <div class="image-green-border">8.&nbsp;'''Toggle '''the Smart Link to Yes to set up a smart link. More fields show up to set the smart link properties.</div> <div class="image-green-border">9.&nbsp;&nbsp; '''Edit''' the query for the search criteria as required in Edit query field. To edit the query, replace the text in the [] brackets in the query with “?”.&nbsp;<br/> 10.&nbsp;'''Toggle '''the Smart Link for linked entities to Yes. This creates the smart link to the selected entity in the search, in this case, entityStatement of Work. More fields show up to set this smart link properties.</div> <div class="image-green-border">11.&nbsp;&nbsp;'''Toggle '''the Treat Statement of Work as child contract to No. The field dynamically displays the name of the selected entity for which the smart link is being created.<br/> 12.&nbsp;&nbsp;'''Select '''the contract type in the Linked entity field. The linked entity drop-down displays all contract types available in the ICI. For example, select Master Services Agreement.&nbsp;<br/> This field lets you link the selected entity with any other ICI contract type if they have common attributes. In this case, attribute Created By.</div> <div class="image-green-border">13.&nbsp;&nbsp;'''Toggle '''the Treat Statement of Work as child contract to Yes. The Parent contracts field is displayed. The field displays only those contract types related as parent to the selected entity.<br/> 14.&nbsp;&nbsp;'''Select '''the contract type in the Parent contracts field. For example, select Statement of Work.</div> <div class="image-green-border">15.&nbsp; '''Toggle '''the Show on left pane to Yes. This will mark the configured smart link to be displayed on the left navigation pane of the selected contract type in the Linked entity or Parent contracts fields.</div> <div class="image-green-border">16.&nbsp;&nbsp;'''Toggle '''For all contracts to Yes/No as required.<br/> 17.&nbsp;&nbsp;'''Click '''Save. The smart link&nbsp;is created.</div> <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search5.png|720px|8.0-Agreement Details- Advance-Search5.png]]<br/> The configured smart link in the saved search is then enabled on the selected contract type’s left navigation pane through technical configuration. The smart link can be added at any location on the left navigation pane on the entity details page. For Associations pane, configured smart link can be added either above or below All link, just before the individual associations links are displayed.<br/> For example, Statement of Work saved search created for Statement of Work contract type, is added as smart link to the Master Services Agreement on the left navigation pane.</div> <div class="image-green-border">18.&nbsp;&nbsp;'''Click '''on the entity’s smart link tab. The smart link's saved search&nbsp;result will be displayed in the grid.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> '''Related Topics:&nbsp;'''[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Adding_Supporting_Documents_to_an_Agreement|Adding&nbsp;Associations]]&nbsp;|&nbsp;[[Reports|Reports]]&nbsp;| [[Versions|Versions ]]| [[History|History ]]| [[Notes|Notes]]</div>
+<div class="image-green-border">The provision to configure these smart links is available on the Save Search window.</div> <div class="image-green-border"><br/> To create a Saved Search:</div> <div class="image-green-border">1.&nbsp;&nbsp;'''Click '''"Advanced"&nbsp; on the Home page. The Advanced Search page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search.png|720px|8.0-Agreement Details- Advance-Search.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;&nbsp;'''Select '''the entity you want to create a smart link for, in "Entity". For example, Statement of Work.<br/> 3.&nbsp;&nbsp;'''Apply '''the filters and keywords to fine-tune the search result you want and click "Search" for the search result to be displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Refer to the "Saved Searches" page for more details on Advance Search.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp; On the result page c'''lick '''"Save View"&nbsp;icon. The Save Search window opens.</div> <div class="image-green-border">5.&nbsp;&nbsp;'''Enter&nbsp; "'''View Name".&nbsp;<br/> 6.&nbsp;&nbsp;'''Toggle '''the "Global Access to View"&nbsp;to Yes.<br/> 7.&nbsp; Expand'''&nbsp;"'''Advanced Criteria" section.&nbsp;</div> <div class="image-green-border">8.&nbsp;'''Toggle '''the Smart Link to Yes to set up a smart link. More fields show up to set the smart link properties.</div> <div class="image-green-border">9.&nbsp;&nbsp; '''Edit''' the query for the search criteria as required in Edit query field. To edit the query, replace the text in the [] brackets in the query with “?”.&nbsp;<br/> 10.&nbsp;'''Toggle '''the Smart Link for linked entities to Yes. This creates the smart link to the selected entity in the search, in this case, entityStatement of Work. More fields show up to set this smart link properties.</div> <div class="image-green-border">11.&nbsp;&nbsp;'''Toggle '''the Treat Statement of Work as child contract to No. The field dynamically displays the name of the selected entity for which the smart link is being created.<br/> 12.&nbsp;&nbsp;'''Select '''the contract type in the Linked entity field. The linked entity drop-down displays all contract types available in the ICI. For example, select Master Services Agreement.&nbsp;<br/> This field lets you link the selected entity with any other ICI contract type if they have common attributes. In this case, attribute Created By.</div> <div class="image-green-border">13.&nbsp;&nbsp;'''Toggle '''the Treat Statement of Work as child contract to Yes. The Parent contracts field is displayed. The field displays only those contract types related as parent to the selected entity.<br/> 14.&nbsp;&nbsp;'''Select '''the contract type in the Parent contracts field. For example, select Statement of Work.</div> <div class="image-green-border">15.&nbsp; '''Toggle '''the Show on left pane to Yes. This will mark the configured smart link to be displayed on the left navigation pane of the selected contract type in the Linked entity or Parent contracts fields.</div> <div class="image-green-border">16.&nbsp;&nbsp;'''Toggle '''For all contracts to Yes/No as required.<br/> 17.&nbsp;&nbsp;'''Click '''Save. The smart link&nbsp;is created.</div> <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search5.png|720px|8.0-Agreement Details- Advance-Search5.png]]<br/> The configured smart link in the saved search is then enabled on the selected contract type’s left navigation pane through technical configuration. The smart link can be added at any location on the left navigation pane on the entity details page. For Associations pane, configured smart link can be added either above or below All link, just before the individual associations links are displayed.<br/> For example, Statement of Work saved search created for Statement of Work contract type, is added as smart link to the Master Services Agreement on the left navigation pane.</div> <div class="image-green-border">18.&nbsp;&nbsp;'''Click '''on the entity’s smart link tab. The smart link's saved search&nbsp;result will be displayed in the grid.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>

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 &nbsp;
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 '''Viewing Deviations'''
-<div class="image-green-border">Following actions are displayed under the three dots:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement-Details-Deviation-threedots.PNG|720px]]</div>
+<div class="image-green-border">Following actions are displayed under the three dots:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement-Details-Deviation-threedots.PNG|720px|8.0-Agreement-Details-Deviation-threedots.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 *Deviation Comments
-<div class="image-green-border">[[File:8.0-Agreement-Details-14-Deviation-comments.PNG|600px|8.0-Agreement-Details-14-Deviation-comments.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Agreement-Details-14-Deviation-comments.PNG|600px|8.0-Agreement-Details-14-Deviation-comments.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 *Deviation Details
-<div class="image-green-border">[[File:8.0-Agreement-Details-15-Deviation-Details.PNG|720px|8.0-Agreement-Details-15-Deviation-Details.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Agreement-Details-15-Deviation-Details.PNG|720px|8.0-Agreement-Details-15-Deviation-Details.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 *Deviation History
-[[File:8.0-Agreement-Details-Deviation-threedots-History.PNG|600px]]
+[[File:8.0-Agreement-Details-Deviation-threedots-History.PNG|600px|8.0-Agreement-Details-Deviation-threedots-History.PNG]]
 '''Removing Deviations'''