Compliances - Revision history

AmolR at 08:19, 21 January 2022

2022-01-21T08:19:03Z

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WikiSysop at 11:52, 23 December 2021

2021-12-23T11:52:55Z

WikiSysop at 19:01, 20 December 2021

2021-12-20T19:01:21Z

WikiSysop at 11:47, 24 November 2021

2021-11-24T11:47:54Z

WikiSysop at 11:44, 24 November 2021

2021-11-24T11:44:05Z

WikiSysop at 11:42, 24 November 2021

2021-11-24T11:42:44Z

WikiSysop at 11:40, 24 November 2021

2021-11-24T11:40:49Z

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WikiSysop at 10:33, 24 November 2021

2021-11-24T10:33:02Z

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WikiSysop at 08:43, 24 November 2021

2021-11-24T08:43:59Z

WikiSysop at 08:38, 24 November 2021

2021-11-24T08:38:01Z

@@ Line 6: / Line 6: @@
 The Compliances&nbsp;tile enables you to go through all Commitments available and take required actions on them.
 <div class="image-green-border">[[File:8.0-CompliancesTile1.PNG|720px|8.0-CompliancesTile1.PNG]]</div>
 == Understanding Commitments ==
@@ Line 16: / Line 17: @@
 *Go to the specific&nbsp;Agreement "Details"&nbsp;page for which the Commitment was created by clicking the "View Details" &nbsp;icon.
 *Send customized manual notifications for individual or bulk Commitments.
 == Adding Commitments to an Agreement ==

@@ Line 62: / Line 62: @@
 . '''Click "'''Save", the user is added in the "Business Owner"''&nbsp;''field.
-<div class="image-green-border">[[File:8.0-Commitments-Add External User1.PNG|720px|8.0-Commitments-Add External User1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': A reminder notification is triggered to the external users for completion of the assigned tasks/actions as well for completion if they are provisioned to log into ICI. You can track compliance with the terms and conditions of the Agreement/Amendment holistically.</div>
+<div class="image-green-border">[[File:8.0-Commitments-Add External User1.PNG|520px|8.0-Commitments-Add External User1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': A reminder notification is triggered to the external users for completion of the assigned tasks/actions as well for completion if they are provisioned to log into ICI. You can track compliance with the terms and conditions of the Agreement/Amendment holistically.</div>
 . '''Click '''the "Add Commitment" button.&nbsp;The Commitment is displayed in the "Commitments" section of the Agreement Details Page.&nbsp;The Primary and Secondary Owner also have the privilege, similar to the creator to edit or delete the Commitment.
@@ Line 122: / Line 122: @@
 "Commitment will not be editable anymore. Do you want to continue?"
-<div class="image-green-border">[[File:8.0-Take Action on Commitment1.PNG|720px|8.0-Take Action on Commitment1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">10.'''Click'''&nbsp;"Select fields"&nbsp;to add the&nbsp;Commitment State&nbsp;attribute to the Attributes list for a particular Agreement.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">[[File:8.0-Search Commitment.PNG|720px|8.0-Search Commitment.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Take Action on Commitment1.PNG|520px|8.0-Take Action on Commitment1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">10.'''Click'''&nbsp;"Select fields"&nbsp;to add the&nbsp;Commitment State&nbsp;attribute to the Attributes list for a particular Agreement.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">[[File:8.0-Search Commitment.PNG|720px|8.0-Search Commitment.PNG]]</div>
 &nbsp;The&nbsp;Select Columns&nbsp;popup opens where you can select the desired attributes and&nbsp;'''click'''&nbsp;Apply&nbsp;to apply the selected fields.&nbsp;
 <div class="image-green-border">Search allows you to search the customized values and the facet Search displays values of the commitment state and the count.</div>
@@ Line 144: / Line 144: @@
 .&nbsp;'''Click''' "Send Notification"''. ''A notification e-mail is sent to all respective recipients and the Success ''message ''The Reminder Notification was sent successfully is displayed''.''
-<div class="image-green-border">''''[[File:8.0-Commitment-SendNotifications.PNG|720px|8.0-Commitment-SendNotifications.PNG]]''''''''''''</div>
+<div class="image-green-border">''''[[File:8.0-Commitment-SendNotifications.PNG|720px|8.0-Commitment-SendNotifications.PNG]]''''''''''</div>
 .&nbsp;'''Select''' the checkboxes next to the Commitments for which you want to send the notification together in bulk.&nbsp;Selecting more than one commitment will enable the "Send Bulk Notification action.
@@ Line 167: / Line 167: @@
 . '''Verify''' the details and&nbsp;'''click '''"Save". The Template will be updated.
 <div class="image-green-border">[[File:8.0-EditSubscription.PNG|720px|8.0-EditSubscription.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 === Accessing Commitment Notification ===
@@ Line 183: / Line 182: @@
 .&nbsp;'''Click&nbsp;'''the&nbsp;checkbox next to the Commitment Reminder&nbsp;you want to view. The selected notification opens.
 <div class="image-green-border">''''''[[File:8.0-Commitments-Reminder.PNG|720px|8.0-Commitments-Reminder.PNG]]''''''</div>
-''''''&nbsp;''''''
+&nbsp;
-−
 == Copying existing commitments ==
@@ Line 192: / Line 190: @@
 To copy a Commitment:
-.''''''Click'''''<b>'''&nbsp;'''</b>''the "View Details icon next to the agreement you want to add the commitment to. For example'', ''ICIBasicAgreement_293''. ''The agreement "Details"&nbsp;page opens''.''
+.''''''Click'''''<b>'''&nbsp;'''</b>''the "View Details icon next to the agreement you want to add the commitment to. For example'', ''ICIBasicAgreement_293''. ''The agreement "Details"&nbsp;page opens''.
 .&nbsp;'''Click'''''&nbsp;''the Commitments tab in the left navigation. The existing commitments are displayed if any''.'''''<i>&nbsp;</i>'''
@@ Line 201: / Line 199: @@
 <div class="image-green-border">''''''[[File:8.0-CopyCommitment.PNG|720px|8.0-CopyCommitment.PNG]]''''''</div>
 On the Copy Commitment window, the attributes will be auto-populated with the values from the source commitment except the ones that have been configured to be excluded from being copied. Users need to manually enter the values for such attributes.
-<div class="image-green-border">''''''[[File:8.0-CopyCommitment1.PNG|720px|8.0-CopyCommitment1.PNG]]''''''</div> <div class="image-green-border">''''''&nbsp;''''''</div> <div class="image-green-border">5.&nbsp;'''Edit''' the attributes if required.</div>
+<div class="image-green-border">''''''[[File:8.0-CopyCommitment1.PNG|720px|8.0-CopyCommitment1.PNG]]''''''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Edit''' the attributes if required.</div>
 .&nbsp;'''Click''' "Add Commitment"''. ''The commitment is created and added to the agreement. For example, the commitment Transaction is added to the agreement.
 <div class="image-green-border">''''''[[File:8.0-CopyCommitment2.PNG|720px|8.0-CopyCommitment2.PNG]]''''''</div>
 Similarly, commitments can be copied for amendments.&nbsp;Once added, the copied commitment will behave as a normal commitment.<br/> &nbsp;
-''''''&nbsp;''''''
+&nbsp;
 '''Related Topics''':'''&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]

@@ Line 185: / Line 185: @@
 ''''''&nbsp;''''''
-'''Users can copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied through technical configuration. This will considerably reduce time and efforts required to create individual commitments.''''
+== Copying existing commitments ==
-<div class="note-box">''''''Note''': The users authorized to add commitment to the agreement / amendment will also be able to copy and create new commitments from existing list of commitments.'''</div>
-'''To copy a Commitment:'''
-'''1. '''Click'''''<b>&nbsp;'''''the "View Details icon next to the agreement you want to add the commitment to. For example'', ''ICIBasicAgreement_293''. ''The agreement "Details"&nbsp;page opens''.''
+Users can copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied through technical configuration. This will considerably reduce time and efforts required to create individual commitments.'
-.&nbsp;'''Click''''''the Commitments tab in the left navigation. The existing commitments are displayed if any''.&nbsp;'''''
+.''''''Click'''''<b>'''&nbsp;'''</b>''the "View Details icon next to the agreement you want to add the commitment to. For example'', ''ICIBasicAgreement_293''. ''The agreement "Details"&nbsp;page opens''.''
-<div class="image-green-border">'''[[File:8.0-Agreement-Commitments.PNG|720px|8.0-Agreement-Commitments.PNG]]'''</div>
-'''3. '''Click'''''<b>''the "Actions"&nbsp;(3 dots)''icon next to the commitment you want to copy. For example, Risk. The actions available for the selected commitment will be displayed in the drop-down.'''''
-'''4.&nbsp;'''Click '''"Copy Commitment".&nbsp;The Add Commitment window opens''.&nbsp;'''''
+.&nbsp;'''Click'''''&nbsp;''the Commitments tab in the left navigation. The existing commitments are displayed if any''.'''''<i>&nbsp;</i>'''
-<div class="image-green-border">'''[[File:8.0-CopyCommitment.PNG|720px|8.0-CopyCommitment.PNG]]'''</div>
+<div class="image-green-border">''''''[[File:8.0-Agreement-Commitments.PNG|720px|8.0-Agreement-Commitments.PNG]]''''''</div>
-'''On the Copy Commitment window, the attributes will be auto-populated with the values from the source commitment except the ones that have been configured to be excluded from being copied. Users need to manually enter the values for such attributes.''''
+. '''Click&nbsp;'''the "Actions"&nbsp;(3 dots)&nbsp;icon next to the commitment you want to copy. For example, Risk. The actions available for the selected commitment will be displayed in the drop-down''.''
-<div class="image-green-border">'''[[File:8.0-CopyCommitment1.PNG|720px|8.0-CopyCommitment1.PNG]]'''</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''5.&nbsp;'''Edit '''the attributes if required.'''</div>
-'''6.&nbsp;'''Click '''"Add Commitment"''. ''The commitment is created and added to the agreement. For example, the commitment Transaction is added to the agreement.'''
-<div class="image-green-border">'''[[File:8.0-CopyCommitment2.PNG|720px|8.0-CopyCommitment2.PNG]]'''</div>
-'''Similarly, commitments can be copied for amendments.<br/> Once added, the copied commitment will behave as a normal commitment.<br/> &nbsp;'''
-'''&nbsp;'''
+.&nbsp;'''Click''' "Copy Commitment".&nbsp;The Add Commitment window opens''.&nbsp;''
-''''''Related Topics:'''''<b>&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]'''
+''''''&nbsp;''''''

@@ Line 167: / Line 167: @@
 . '''Verify''' the details and&nbsp;'''click '''"Save". The Template will be updated.
 <div class="image-green-border">[[File:8.0-EditSubscription.PNG|720px|8.0-EditSubscription.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 === Accessing Commitment Notification ===
 'The recipients can access the Commitment Notifications from:&nbsp;
-*'''Notification Dashboard'''
+*Notification Dashboard
-*''''Personal E-mail account''''
+*'Personal E-mail account
-''''To access from the&nbsp;Notification Dashboard:''''
+To access from the&nbsp;Notification Dashboard:
-'''1.'''''<b>''Click '''"Notifications"&nbsp;on''&nbsp;"''Home"&nbsp;page''. ''The''&nbsp;"''Notifications Dashboard"&nbsp;opens''.'''''
+.'''Click''' "Notifications"&nbsp;on''&nbsp;"''Home"&nbsp;page''. ''The''&nbsp;"''Notifications Dashboard"&nbsp;opens''.''
-'''2.&nbsp;'''Click&nbsp;'''Commitment Notifications ''> ''Commitment Reminder''. ''The list of notification opens.'''
+.&nbsp;'''Click'''&nbsp;Commitment Notifications ''> ''Commitment Reminder''. ''The list of notification opens.
-'''3.&nbsp;'''Click'''''<b>''the&nbsp;checkbox next to the Commitment Reminder&nbsp;you want to view. The selected notification opens.'''
+.&nbsp;'''Click&nbsp;'''the&nbsp;checkbox next to the Commitment Reminder&nbsp;you want to view. The selected notification opens.
-<div class="image-green-border">'''[[File:8.0-Commitments-Reminder.PNG|720px|8.0-Commitments-Reminder.PNG]]'''</div>
+<div class="image-green-border">''''''[[File:8.0-Commitments-Reminder.PNG|720px|8.0-Commitments-Reminder.PNG]]''''''</div>
-'''&nbsp;'''
+''''''&nbsp;''''''
 == '''Copying existing commitments''' ==

@@ Line 100: / Line 100: @@
 ''.'''''Click&nbsp;'''the option "Commitment Reminder"to see all pending Commitments''.&nbsp;'' You can see the already created&nbsp;Commitment or action taken on Commitment&nbsp;through&nbsp;Commitment Created&nbsp;and Commitment Action Taken&nbsp;options''.'''''<i>&nbsp;&nbsp;</i>'''
-'''4. ''''''Select'''&nbsp;the checkbox to select the Commitment'''.&nbsp;'''
+''4. '''''Select'''&nbsp;the checkbox to select the Commitment'''.&nbsp;'''
 '''5. ''''''Click''''''&nbsp;'''"here"''t''o view the selected Commitment in ICI.
@@ Line 137: / Line 137: @@
 . '''Click'''&nbsp;Agreements&nbsp; on the Home page. The Agreement index page opens.
-'''''.'''''<b>Click</b>&nbsp;"View Details"&nbsp;icon next to the agreement, for which you want to send the commitment notifications''. ''For example, ICIAutomationPrimeContract_47. The agreement Details page opens.
+''.'''&nbsp;'''''<b>Click</b>&nbsp;"View Details"&nbsp;icon next to the agreement, for which you want to send the commitment notifications''. ''For example, ICIAutomationPrimeContract_47. The agreement Details page opens.
 .&nbsp;'''Select''' the "Commitments" tab on the left navigation panel. The list of commitments belonging to the agreement opens.'
@@ Line 144: / Line 144: @@
 .&nbsp;'''Click''' "Send Notification"''. ''A notification e-mail is sent to all respective recipients and the Success ''message ''The Reminder Notification was sent successfully is displayed''.''
-<div class="image-green-border">''''[[File:8.0-Commitment-SendNotifications.PNG|720px]]''''''''''''''</div>
+<div class="image-green-border">''''[[File:8.0-Commitment-SendNotifications.PNG|720px|8.0-Commitment-SendNotifications.PNG]]''''''''''''</div>
 .&nbsp;'''Select''' the checkboxes next to the Commitments for which you want to send the notification together in bulk.&nbsp;Selecting more than one commitment will enable the "Send Bulk Notification action.
@@ Line 150: / Line 150: @@
 '''Click'''&nbsp;the "Send Bulk Notification" button. The notifications e-mails are sent for the selected commitments in bulk and the Success message The Reminder Notification was sent successfully is displayed.
-<div class="image-green-border">[[File:8.0-Commitments-Send Bulk Notification.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Only the Primary Owner, Secondary Owner and commitment creator can send the notifications using Send Notification functionality.'</div>
+<div class="image-green-border">[[File:8.0-Commitments-Send Bulk Notification.PNG|720px|8.0-Commitments-Send Bulk Notification.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Only the Primary Owner, Secondary Owner and commitment creator can send the notifications using Send Notification functionality.'</div>
 &nbsp;
@@ Line 160: / Line 160: @@
 . '''Click&nbsp;'''Admin > Notification Settings > Subscription on the Home page. The Subscriptions page opens.
-<div class="image-green-border">[[File:8.0-Commitments-Subscriptions.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Commitments-Subscriptions.PNG|720px|8.0-Commitments-Subscriptions.PNG]]</div>
 . '''Click'''&nbsp;"Edit" next to the Subscription you want to customize. For example, Triggered Notification Reminder. The "Edit Subscription" page opens.
@@ Line 166: / Line 166: @@
 . '''Verify''' the details and&nbsp;'''click '''"Save". The Template will be updated.
-<div class="image-green-border">[[File:8.0-EditSubscription.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-EditSubscription.PNG|720px|8.0-EditSubscription.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 === Accessing Commitment Notification ===
 'The recipients can access the Commitment Notifications from:&nbsp;
-*<b>Notification Dashboard
+*'''Notification Dashboard'''
-*'Personal E-mail account'
+*''''Personal E-mail account''''
-'To access from the&nbsp;Notification Dashboard:'
+''''To access from the&nbsp;Notification Dashboard:''''
-.'''''<b>''Click '''"Notifications"&nbsp;on''&nbsp;"''Home"&nbsp;page''. ''The''&nbsp;"''Notifications Dashboard"&nbsp;opens''.''
+'''1.'''''<b>''Click '''"Notifications"&nbsp;on''&nbsp;"''Home"&nbsp;page''. ''The''&nbsp;"''Notifications Dashboard"&nbsp;opens''.'''''
-.&nbsp;'''Click&nbsp;'''Commitment Notifications ''> ''Commitment Reminder''. ''The list of notification opens.
+'''2.&nbsp;'''Click&nbsp;'''Commitment Notifications ''> ''Commitment Reminder''. ''The list of notification opens.'''
-.&nbsp;'''Click'''''<b>''the&nbsp;checkbox next to the Commitment Reminder&nbsp;you want to view. The selected notification opens.
+'''3.&nbsp;'''Click'''''<b>''the&nbsp;checkbox next to the Commitment Reminder&nbsp;you want to view. The selected notification opens.'''
-<div class="image-green-border">[[File:8.0-Commitments-Reminder.PNG|720px]]</div>
+<div class="image-green-border">'''[[File:8.0-Commitments-Reminder.PNG|720px|8.0-Commitments-Reminder.PNG]]'''</div>
-&nbsp;
+'''&nbsp;'''
-== Copying existing commitments ==
+== '''Copying existing commitments''' ==
-Users can copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied through technical configuration. This will considerably reduce time and efforts required to create individual commitments.'
+'''Users can copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied through technical configuration. This will considerably reduce time and efforts required to create individual commitments.''''
-<div class="note-box">'''Note''': The users authorized to add commitment to the agreement / amendment will also be able to copy and create new commitments from existing list of commitments.</div>
+<div class="note-box">''''''Note''': The users authorized to add commitment to the agreement / amendment will also be able to copy and create new commitments from existing list of commitments.'''</div>
-To copy a Commitment:
+'''To copy a Commitment:'''
-. '''Click'''''<b>&nbsp;</b>''the "View Details icon next to the agreement you want to add the commitment to. For example'', ''ICIBasicAgreement_293''. ''The agreement "Details"&nbsp;page opens''.''
+'''1. '''Click'''''<b>&nbsp;'''''the "View Details icon next to the agreement you want to add the commitment to. For example'', ''ICIBasicAgreement_293''. ''The agreement "Details"&nbsp;page opens''.''
-.&nbsp;'''Click'''''<b>''the Commitments tab in the left navigation. The existing commitments are displayed if any''.&nbsp;''
+.&nbsp;'''Click''''''the Commitments tab in the left navigation. The existing commitments are displayed if any''.&nbsp;'''''
-<div class="image-green-border">[[File:8.0-Agreement-Commitments.PNG|720px]]</div>
+<div class="image-green-border">'''[[File:8.0-Agreement-Commitments.PNG|720px|8.0-Agreement-Commitments.PNG]]'''</div>
-. '''Click'''''<b>''the "Actions"&nbsp;(3 dots)''icon next to the commitment you want to copy. For example, Risk. The actions available for the selected commitment will be displayed in the drop-down.
+'''3. '''Click'''''<b>''the "Actions"&nbsp;(3 dots)''icon next to the commitment you want to copy. For example, Risk. The actions available for the selected commitment will be displayed in the drop-down.'''''
-.&nbsp;'''Click '''"Copy Commitment".&nbsp;The Add Commitment window opens''.&nbsp;''
+'''4.&nbsp;'''Click '''"Copy Commitment".&nbsp;The Add Commitment window opens''.&nbsp;'''''
-<div class="image-green-border">[[File:8.0-CopyCommitment.PNG|720px]]</div>
+<div class="image-green-border">'''[[File:8.0-CopyCommitment.PNG|720px|8.0-CopyCommitment.PNG]]'''</div>
-On the Copy Commitment window, the attributes will be auto-populated with the values from the source commitment except the ones that have been configured to be excluded from being copied. Users need to manually enter the values for such attributes.'
+'''On the Copy Commitment window, the attributes will be auto-populated with the values from the source commitment except the ones that have been configured to be excluded from being copied. Users need to manually enter the values for such attributes.''''
-<div class="image-green-border">[[File:8.0-CopyCommitment1.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Edit '''the attributes if required.</div>
+<div class="image-green-border">'''[[File:8.0-CopyCommitment1.PNG|720px|8.0-CopyCommitment1.PNG]]'''</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''5.&nbsp;'''Edit '''the attributes if required.'''</div>
-.&nbsp;'''Click '''"Add Commitment"''. ''The commitment is created and added to the agreement. For example, the commitment Transaction is added to the agreement.
+'''6.&nbsp;'''Click '''"Add Commitment"''. ''The commitment is created and added to the agreement. For example, the commitment Transaction is added to the agreement.'''
-<div class="image-green-border">[[File:8.0-CopyCommitment2.PNG|720px]]</div>
+<div class="image-green-border">'''[[File:8.0-CopyCommitment2.PNG|720px|8.0-CopyCommitment2.PNG]]'''</div>
-Similarly, commitments can be copied for amendments.<br/> Once added, the copied commitment will behave as a normal commitment.<br/> &nbsp;
+'''Similarly, commitments can be copied for amendments.<br/> Once added, the copied commitment will behave as a normal commitment.<br/> &nbsp;'''
-&nbsp;
+'''&nbsp;'''
-'''Related Topics:'''''<b>&nbsp;</b>[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]'''
+''''''Related Topics:'''''<b>&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]'''

@@ Line 122: / Line 122: @@
 "Commitment will not be editable anymore. Do you want to continue?"
-<div class="image-green-border">[[File:8.0-Take Action on Commitment1.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">10'''. ''''''Click'''&nbsp;"Select fields"''&nbsp;''to add the&nbsp;Commitment State''&nbsp;''attribute to the Attributes list for a particular Agreement. ''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Commitment view3 home.png|720px|RTENOTITLE]]'''</div>
+<div class="image-green-border">[[File:8.0-Take Action on Commitment1.PNG|720px|8.0-Take Action on Commitment1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">10'''. ''''''Click'''&nbsp;"Select fields"'''''<b>&nbsp;''to add the&nbsp;Commitment State''&nbsp;''attribute to the Attributes list for a particular Agreement.''</b></div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">[[File:Commitment view3 home.png|720px|RTENOTITLE]]</div>
 . The&nbsp;Select Columns&nbsp;popup opens where you can select the desired attributes and&nbsp;click&nbsp;Apply&nbsp;to apply the selected fields.&nbsp;
 <div class="image-green-border">'''[[File:Agreement Management- Commitments- Apply Select Fields.png|720x350px|Agreement Management- Commitments- Apply Select Fields.png]]'''</div>
-'''''Search ''allows you to search the customized values and the facet ''Search ''displays values of the commitment state and the count.'''
+Search allows you to search the customized values and the facet Search displays values of the commitment state and the count.
-'''The customized values are also reflected in the existing Reports.'''
+The customized values are also reflected in the existing Reports.
 '''&nbsp;'''
@@ Line 137: / Line 137: @@
 To send notification for Commitment(s) from agreement-commitment page:
-#'Click' Agreement Management >Agreement on the Home page. The Agreement index page opens.
+. '''Click'''&nbsp;Agreements&nbsp; on the Home page. The Agreement index page opens.
-#''''''Click'''''View Record ''icon next to the agreement, for which you want to send the commitment notifications. For example, ''ICIAutomationPrimeContract_47''. The agreement ''Details ''page opens.'''
-#''''''Select '''the ''Commitments ''tab on the left navigation panel. The list of commitments belonging to the agreement opens.'''
+'''''.'''''<b>Click</b>&nbsp;"View Record"&nbsp;icon next to the agreement, for which you want to send the commitment notifications''. ''For example, ICIAutomationPrimeContract_47. The agreement Details page opens.
-#''''''Click '''the''Select Action''(3 dots) icon next to the ''Commitments ''for which you want to send the notification. The drop-down opens with available actions.'''
-#''''''Click'''''Send Notification''. A notification e-mail is sent to all respective recipients and the ''Success ''message ''The Reminder Notification was sent successfully ''is displayed.'''
+.&nbsp;'''Select'''''<b>''the Commitments tab on the left navigation panel. The list of commitments belonging to the agreement opens.'
-<div class="image-green-border">'''[[File:7.12 Commitment Notification 1.1.png|720px|7.12 Commitment Notification 1.1.png]]'''</div> <ol start="6">
-<li>''''''Select '''the checkboxes next to the ''Commitments ''for which you want to send the notification together in bulk.&nbsp;Selecting more than one commitment will enable the ''Send Bulk Notification ''action.'''</li>
+.&nbsp;'''Click'''''<b>''the&nbsp;"Actions" (3 dots) icon next to the Commitments for which you want to send the notification. The drop-down opens with available actions.
-<li>''''''Click&nbsp;'''the&nbsp;checkbox next to the&nbsp;''Send Bulk Notification'' action&nbsp;to select all ''Commitments ''together.'''</li>
-<li>''''''Click&nbsp;'''the ''Send Bulk Notification'' action. The notifications e-mails are sent for the selected commitments in bulk and the ''Success ''message ''The Reminder Notification was sent successfully ''is displayed.'''</li>
+.&nbsp;'''Click "'''Send Notification"''. ''A notification e-mail is sent to all respective recipients and the Success ''message ''The Reminder Notification was sent successfully is displayed''.''
-</ol>
+<div class="image-green-border">'''[[File:7.12 Commitment Notification 1.1.png|720px|7.12 Commitment Notification 1.1.png]]'''</div>
 <div class="image-green-border">'''[[File:7.12 Commitment Notification 2.2.png|RTENOTITLE]]'''</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="note-box">'''Note: Only the ''Primary Owner, Secondary Owner'' and commitment creator can send the notifications using ''Send Notification'' functionality.'''</div>
 '''&nbsp;'''

@@ Line 100: / Line 100: @@
 ''.'''''Click&nbsp;'''the option "Commitment Reminder"to see all pending Commitments''.&nbsp;'' You can see the already created&nbsp;Commitment or action taken on Commitment&nbsp;through&nbsp;Commitment Created&nbsp;and Commitment Action Taken&nbsp;options''.'''''<i>&nbsp;&nbsp;</i>'''
-'''4. '''Select'''the checkbox to select the Commitment.&nbsp;
+'''4. '''Select'''the checkbox to select the Commitment.&nbsp;'''
 '''5. '''Click'''&nbsp;'''"here"''t''o view the selected Commitment in ICI.
-<div class="image-green-border">[[File:8.0-ViewCommitment.PNG|720px|8.0-ViewCommitment.PNG]]</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">5. Under the Commitments tab,&nbsp;'''click''' the "Actions" (3 dots) icon&nbsp;next to the Commitment''that you need to take action on. The drop-down with available actions is displayed.</div> <div class="image-green-border">6. '''Select''' "Take action on commitment". A pop-up window opens to display the Add Action Details and the ''Commitment Details ''for the Commitment.&nbsp;</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">[[File:8.0-Take Action on Commitment.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-ViewCommitment.PNG|720px|8.0-ViewCommitment.PNG]]</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">5. Under the Commitments tab,&nbsp;'''click''' the "Actions" (3 dots) icon&nbsp;next to the Commitment''that you need to take action on. The drop-down with available actions is displayed.''</div> <div class="image-green-border">''6. '''Select''' "Take action on commitment". A pop-up window opens to display the Add Action Details and the ''Commitment Details ''for the Commitment.&nbsp;''</div> <div class="image-green-border">'''''&nbsp;'''''</div> <div class="image-green-border">''[[File:8.0-Take Action on Commitment.PNG|720px|8.0-Take Action on Commitment.PNG]]''</div>
 '''6. ''''''Enter''' the following information in the "Add Action Details" tab:
@@ Line 119: / Line 119: @@
 '''7. ''' '''Click'''&nbsp;"Select File" to upload supporting documents in the "File" field,.
-.''''''Click'''&nbsp;"Save".'''The message opens as follows:
+.'''Click'''&nbsp;"Save".The message opens as follows:
 "Commitment will not be editable anymore. Do you want to continue?"
+<div class="image-green-border">[[File:8.0-Take Action on Commitment1.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">10'''. ''''''Click'''&nbsp;"Select fields"''&nbsp;''to add the&nbsp;Commitment State''&nbsp;''attribute to the Attributes list for a particular Agreement. ''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Commitment view3 home.png|720px|RTENOTITLE]]'''</div>
-''. ''Click''&nbsp;"''Save"'''.'''
+. The&nbsp;Select Columns&nbsp;popup opens where you can select the desired attributes and&nbsp;click&nbsp;Apply&nbsp;to apply the selected fields.&nbsp;
-<div class="image-green-border">''''''[[File:Commitments 3.png|320px|RTENOTITLE]]''''''</div>
-'''10. '''Click&nbsp;'''''Select fields&nbsp;''to add the&nbsp;''Commitment State&nbsp;''attribute to the Attributes list for a particular Agreement.&nbsp;'''
 <div class="image-green-border">'''[[File:Commitment view3 home.png|720px|RTENOTITLE]]'''</div>
-'''11. The&nbsp;''Select Columns&nbsp;''popup opens where you can select the desired attributes and&nbsp;'''click&nbsp;'''''Apply&nbsp;''to apply the selected fields.&nbsp;'''
 <div class="image-green-border">'''[[File:Agreement Management- Commitments- Apply Select Fields.png|720x350px|Agreement Management- Commitments- Apply Select Fields.png]]'''</div>
 '''''Search ''allows you to search the customized values and the facet ''Search ''displays values of the commitment state and the count.'''
@@ Line 135: / Line 131: @@
 '''&nbsp;'''
-== '''Send Manual Notifications for Commitments from Commitment-Agreement page''' ==
+== Send Manual Notifications for Commitments from Commitment-Agreement page ==
-'''Users can&nbsp;send notifications for commitments manually using ''Send Notification'' option as and when required. Users can also customize the notification and send for individual commitment or in bulk.&nbsp;'''
+Users can&nbsp;send notifications for commitments manually using Send Notification option as and when required. Users can also customize the notification and send for individual commitment or in bulk.&nbsp;
-'''To send notification for Commitment(s) from agreement-commitment page:'''
+To send notification for Commitment(s) from agreement-commitment page:
-#''''''Click''' ''Agreement Management'' >''Agreement ''on the ''Home ''page. The ''Agreement ''index page opens.'''
+#'Click' Agreement Management >Agreement on the Home page. The Agreement index page opens.
 #''''''Click'''''View Record ''icon next to the agreement, for which you want to send the commitment notifications. For example, ''ICIAutomationPrimeContract_47''. The agreement ''Details ''page opens.'''
 #''''''Select '''the ''Commitments ''tab on the left navigation panel. The list of commitments belonging to the agreement opens.'''