Creating an Agreement from a Contract Request - Revision history

WikiSysop at 08:05, 13 December 2021

2021-12-13T08:05:19Z

Sdk at 08:05, 24 May 2021

2021-05-24T08:05:25Z

WikiSysop at 10:46, 17 November 2020

2020-11-17T10:46:16Z

IDT-1 at 09:46, 31 July 2020

2020-07-31T09:46:38Z

IDT-3 at 11:08, 10 May 2019

2019-05-10T11:08:41Z

IDT-3 at 11:06, 10 May 2019

2019-05-10T11:06:19Z

IDT-5 at 10:58, 22 May 2018

2018-05-22T10:58:20Z

IDT-1 at 09:04, 22 March 2017

2017-03-22T09:04:19Z

IDT-1 at 08:15, 22 March 2017

2017-03-22T08:15:21Z

IDT-1 at 08:00, 22 March 2017

2017-03-22T08:00:26Z

@@ Line 1: / Line 1: @@
 = Creating an Agreement from a Contract Request =
@@ Line 7: / Line 6: @@
 There are several ways to create agreements in ICI:
-*Copy an Existing Agreement and make changes to the copy
+*Copy an Existing Agreement and make changes to the copy.
-*Create an Agreement from a Contract Request
+*Create an Agreement from a Contract Request.
-*Create a new Agreement using the Create Agreement tile
+*Create a new Agreement using the Agreements tile and clicking "Create" on "Agreements" page
 &nbsp;This help page describes this process.
@@ Line 25: / Line 24: @@
 To create an Agreement from a Request:
-#'''Click '''the ''Tasks'' tile on the ''Home ''page. A list of &nbsp;user tasks opens.
+.&nbsp;'''Click '''the "Tasks" tile on the "Home" page. A list of &nbsp;user tasks opens.
-#'''Select '''the requests that are awaiting your action.
-#'''Review '''the information and '''click '''''Create Contract.''
+.&nbsp;'''Select '''the requests that are awaiting your action.
-<div class="note-box">'''Note''': If you '''click '''''Return to Requester,'' the request goes back to the primary owner.</div> <ol start="4">
-<li>The Create Agreement page consists of four tabs:</li>
+.&nbsp;'''Review '''the information and '''click '''Create Contract.
-</ol>
+<div class="note-box">'''Note''': If you '''click '''Return to Requester, the request goes back to the primary owner.</div>
 <ul style="margin-left: 80px;">
-<li>''Contract Type Details''</li>
+<li>Contract Type Details</li>
-<li>''Attributes''</li>
+<li>Attributes</li>
-<li>''Select Template''</li>
+<li>Select Template</li>
-<li>''Verify''</li>
+<li>Verify</li>
 </ul>
-<ol start="5">
-<li>Provide appropriate information on each tab as follows, and '''click '''''Next'' to go to the next tab.</li>
+. Provide appropriate information on each tab as follows, and '''click '''Next to go to the next tab.
-<li>'''Select '''an appropriate template. Verify all the agreement information.</li>
-<li>'''Click '''''Create ''to create a Contract:</li>
+.&nbsp;'''Select '''an appropriate template. Verify all the agreement information.
-</ol>
 <ul style="margin-left: 80px;">
-<li>'''Click '''''Create and Publish'' to create the contract and publish it at the same time.</li>
+<li>'''Click '''Create and Publish to create the contract and publish it at the same time.</li>
-<li>'''Click '''''Create and Send for approval ''to create and then send a contract for approval.</li>
+<li>'''Click '''Create and Send for approval to create and then send a contract for approval.</li>
 </ul>
-<div class="note-box">'''Note''': If you click ''Create'', a Contract is created even if you do not enter details in the mandatory Attributes.<br/> However, if you have not entered details in the mandatory Attributes; and you click ''Create and Publish'', a message appears as: Value for field (field name) is mandatory.</div>
+<div class="note-box">'''Note''': If you click Create, a Contract is created even if you do not enter details in the mandatory Attributes.<br/> However, if you have not entered details in the mandatory Attributes; and you click Create and Publish, a message appears as: Value for field (field name) is mandatory.</div>
 &nbsp;

@@ Line 1: / Line 1: @@
 = Creating an Agreement from a Contract Request =
@@ Line 4: / Line 5: @@
 You navigate to this page from an approved request. From here, you can specify basic details of the Agreement, select the attributes and template to be used and publish and send the agreement for approval.
-There are several ways to create agreements in ICM:
+There are several ways to create agreements in ICI:
 *Copy an Existing Agreement and make changes to the copy
@@ Line 12: / Line 13: @@
 &nbsp;This help page describes this process.
-A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:
+A user role defines controls or permissions given to a user. ICI&nbsp;has the following predefined user roles for the Agreements feature:
 *Contract Admin

← Older revision		Revision as of 10:46, 17 November 2020
Line 50:		Line 50:


−	'''Related Topics''': [[~~Agreements_Page~~\|Agreements ~~Page~~]] \| [[~~Requests_Page~~\|Requests ~~Page~~]] \| [[Searching_agreements_and_requests\|Searching agreements and requests]]	+	'''Related Topics''': [[Agreements\|Agreements]] \| [[Requests\|Requests]] \| [[Searching_agreements_and_requests\|Searching agreements and requests]]

@@ Line 24: / Line 24: @@
 To create an Agreement from a Request:
-#'''Click '''the ''Tasks'' tile on My Dashboard. A list of &nbsp;user tasks appear.
+#'''Click '''the ''Tasks'' tile on the ''Home ''page. A list of &nbsp;user tasks opens.
 #'''Select '''the requests that are awaiting your action.
-#Review the information and then '''click '''''Create Contract.''
+#'''Review '''the information and '''click '''''Create Contract.''
 <div class="note-box">'''Note''': If you '''click '''''Return to Requester,'' the request goes back to the primary owner.</div> <ol start="4">
 <li>The Create Agreement page consists of four tabs:</li>
 </ol>
 <ul style="margin-left: 80px;">
-<li>Contract Type Details</li>
+<li>''Contract Type Details''</li>
-<li>Attributes</li>
+<li>''Attributes''</li>
-<li>Select Template</li>
+<li>''Select Template''</li>
-<li>Verify</li>
+<li>''Verify''</li>
 </ul>
 <ol start="5">

@@ Line 45: / Line 45: @@
 <li>'''Click '''''Create and Send for approval ''to create and then send a contract for approval.</li>
 </ul>
 <div class="note-box">'''Note''': If you click ''Create'', a Contract is created even if you do not enter details in the mandatory Attributes.<br/> However, if you have not entered details in the mandatory Attributes; and you click ''Create and Publish'', a message appears as: Value for field (field name) is mandatory.</div>

@@ Line 12: / Line 12: @@
 &nbsp;This help page describes this process.
-A user role defines controls or permissions given to a user. '''ICM''' has the following predefined user roles for the '''Agreements''' feature:
+A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:
 *Contract Admin
@@ Line 20: / Line 20: @@
 *Deviation Approver
-You can create an Agreement from a [[Glossary|Contract Request]] if you are assigned a role of a '''Contract Admin'''.<br/> While creating a Request, the '''Requestor''' (primary owner) adds the '''Contract Admin''' to the team.<br/> After the Request is approved, you receive the Notification for the same. You can check this notification under the '''Notifications''' tile. Then, click the appropriate Request link to review the Request information and create the Agreement.
+You can create an Agreement from a Contract Request if you are assigned a role of a Contract Admin.<br/> While creating a Request, the Requestor (primary owner) adds the Contract Admin to the team.<br/> After the Request is approved, you receive the Notification for the same. You can check this notification under the '''Notifications''' tile. Then, click the appropriate Request link to review the Request information and create the Agreement.
-To create an '''Agreement''' from a Request:
+To create an Agreement from a Request:
-#Click the '''Tasks''' tile on My Dashboard. A list of &nbsp;user tasks appear.
+#'''Click '''the ''Tasks'' tile on My Dashboard. A list of &nbsp;user tasks appear.
-#Select the requests that are awaiting your action.
+#'''Select '''the requests that are awaiting your action.
-#Review the information and then click '''Create Contract'''.
+#Review the information and then '''click '''''Create Contract.''
-<div class="note-box">'''Note''': If you click '''Return to Requester''', the request goes back to the primary owner.</div> <ol start="4">
+<div class="note-box">'''Note''': If you '''click '''''Return to Requester,'' the request goes back to the primary owner.</div> <ol start="4">
-<li>The [[Create_Agreement_Page|Create Agreement]] page consists of four tabs:</li>
+<li>The Create Agreement page consists of four tabs:</li>
 </ol>
 <ul style="margin-left: 80px;">
@@ Line 37: / Line 37: @@
 </ul>
 <ol start="5">
-<li>Provide appropriate information on each tab as follows, and click '''Next''' to go to the next tab.</li>
+<li>Provide appropriate information on each tab as follows, and '''click '''''Next'' to go to the next tab.</li>
-<li>Select an '''appropriate template'''. Verify all the agreement information.</li>
+<li>'''Select '''an appropriate template. Verify all the agreement information.</li>
-<li>Click '''Create''' to create a Contract:</li>
+<li>'''Click '''''Create ''to create a Contract:</li>
 </ol>
 <ul style="margin-left: 80px;">
-<li>Click '''Create and Publish''' to create the contract and publish it at the same time.</li>
+<li>'''Click '''''Create and Publish'' to create the contract and publish it at the same time.</li>
-<li>Click '''Create and Send for approval''' to create and then send a contract for approval.</li>
+<li>'''Click '''''Create and Send for approval ''to create and then send a contract for approval.</li>
 </ul>
-<div class="note-box">'''Note''': If you click '''Create''', a Contract is created even if you do not enter details in the mandatory Attributes.<br/> However, if you have not entered details in the mandatory Attributes; and you click '''Create and Publish''', a message appears as: '''Value for field (field name) is mandatory.'''</div>
+<div class="note-box">'''Note''': If you click ''Create'', a Contract is created even if you do not enter details in the mandatory Attributes.<br/> However, if you have not entered details in the mandatory Attributes; and you click ''Create and Publish'', a message appears as: Value for field (field name) is mandatory.</div>