From ICIHelp8.2
Jump to: navigation, search
 
(10 intermediate revisions by one other user not shown)
Line 1: Line 1:
−
 
−
 
 
  
 
= Compliances =
 
= Compliances =
  
 
The Compliances tile enables you to go through all Commitments available and take required actions on them.
 
The Compliances 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>  
+
<div class="image-green-border">[[File:Compliances Home.png|720px]]</div>  
 
== Understanding Commitments ==
 
== Understanding Commitments ==
  
Line 16: Line 14:
 
*Go to the specific&nbsp;Agreement "Details"&nbsp;page for which the Commitment was created by clicking the "View Details" &nbsp;icon.  
 
*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.  
 
*Send customized manual notifications for individual or bulk Commitments.  
 +
*View the list of commitments specifically assigned to the logged on user by clicking "Assigned to Me" on Compliances index page. The logged on user can take action on the commitment by clicking the three dots icon next to the commitment and then clicking "Take action on Commitment".&nbsp;
  
 
== Adding Commitments to an Agreement ==
 
== Adding Commitments to an Agreement ==
Line 28: Line 27:
  
 
2.&nbsp;'''Click'''&nbsp;the "Commitments" section in the left navigation. The existing commitments are displayed if any.&nbsp;
 
2.&nbsp;'''Click'''&nbsp;the "Commitments" section in the left navigation. The existing commitments are displayed if any.&nbsp;
−
<div class="image-green-border">[[File:8.0-Adding Commitment.PNG|720px|8.0-Adding Commitment.PNG]]</div>  
+
<div class="image-green-border">[[File:Compliances Details.png|720px]]</div>  
−
3. '''Click '''Select Action (3 dots)''icon next to the Commitment text. The available actions are displayed in a drop-down.''
+
3. '''Click '''Select Action (3 dots)&nbsp;icon next to the Commitment text''. ''The available actions are displayed in a drop-down''.''
  
 
4.&nbsp;'''Edit '''or '''delete''' the existing Commitment using the Edit Commitment or Delete Commitment''&nbsp;''icons.
 
4.&nbsp;'''Edit '''or '''delete''' the existing Commitment using the Edit Commitment or Delete Commitment''&nbsp;''icons.
  
−
5.&nbsp;'''Click''' the "Add Commitment"&nbsp;&nbsp;button to add new commitments. The "Add Commitment"''&nbsp;''window opens.&nbsp;
+
5.&nbsp;'''Click''' the "Add Commitment"&nbsp;&nbsp;button to add new commitments.&nbsp;
−
 
+
<div class="image-green-border">[[File:Add Compliance.png|720px]]</div>
 +
The "Add Commitment"''&nbsp;''window opens.
 +
<div class="image-green-border">[[File:Add Compliance Details.png|500px]]</div>
 
6. Enter the necessary details:
 
6. Enter the necessary details:
  
 
*Commitment Code: this is a system generated code added automatically when you click the "Add Commitment" button.  
 
*Commitment Code: this is a system generated code added automatically when you click the "Add Commitment" button.  
−
 
+
*Description: '''Type''' in&nbsp;a detailed description of the action or task.&nbsp;&nbsp;
−
*Description: '''Type''' in&nbsp;a detailed description of the action or task.&nbsp;  
+
−
 
+
 
*Commitment Type: '''select''' the appropriate option from the drop-down list. This helps you classify the type of Commitment this is, for example if it is transaction or risk-based.  
 
*Commitment Type: '''select''' the appropriate option from the drop-down list. This helps you classify the type of Commitment this is, for example if it is transaction or risk-based.  
−
 
+
*Recurring Commitment: You can set the commitments as recurring. Toggle to "Yes"''&nbsp;''and select the Commitment Frequency. The available options are "Weekly", "Monthly", "Quaterly", "SemiYearly" and "Yearly"''.''&nbsp;For example, if there is a Clause for extension of the Agreement by 1 year, upto 3 times, you can:  
−
*Recurring Commitment: You can set the commitments as recurring. Toggle to ''Yes&nbsp;''and select the Commitment Frequency. The available options are ''Weekly, Monthly, Quaterly, SemiYearly ''and&nbsp;''Yearly.''&nbsp;For example, if there is a Clause for extension of the Agreement by 1 year, upto 3 times, you can:  
+
 
**Add a reminder of 1-2 months before the renewal date  
 
**Add a reminder of 1-2 months before the renewal date  
 
**Add instructions to say review extension for another year  
 
**Add instructions to say review extension for another year  
 
**Define start and end dates of the Agreement  
 
**Define start and end dates of the Agreement  
 
**Set this as a transaction, Recurring Commitment   
 
**Set this as a transaction, Recurring Commitment   
−
<div class="image-green-border">[[File:8.0-Adding Commitment1.PNG|720px|8.0-Adding Commitment1.PNG]]</div> <div class="image-green-border">
 
 
*Start Date: Select the Commitment start date&nbsp;  
 
*Start Date: Select the Commitment start date&nbsp;  
 
*End Date: select a due date for the Commitment. This is the date the Commitment should be completed by.  
 
*End Date: select a due date for the Commitment. This is the date the Commitment should be completed by.  
 +
<div class="image-green-border">[[File:RecurringCommitmentEnabled.png|600px]]</div>
 
*Business Owner: '''click''' the icon next to the Business Owner''&nbsp;''field. The&nbsp;Select User window opens. If the user is already provisioned in ICI '''click''' the desired user name from the list&nbsp;and '''click '''Add. You can also search the user(s) using the Search&nbsp;icon.&nbsp;  
 
*Business Owner: '''click''' the icon next to the Business Owner''&nbsp;''field. The&nbsp;Select User window opens. If the user is already provisioned in ICI '''click''' the desired user name from the list&nbsp;and '''click '''Add. You can also search the user(s) using the Search&nbsp;icon.&nbsp;  
 
<div class="note-box">'''Note''': ICI enables users to configure the&nbsp;role&nbsp;in which Business Owners of the commitment should be added to the agreement team (for example, Secondary Owner, Observer, etc.). This is achieved through a technical configuration at the contract type level.</div>  
 
<div class="note-box">'''Note''': ICI enables users to configure the&nbsp;role&nbsp;in which Business Owners of the commitment should be added to the agreement team (for example, Secondary Owner, Observer, etc.). This is achieved through a technical configuration at the contract type level.</div>  
−
[[File:8.0-Commitments-AddUser.PNG|720px|8.0-Commitments-AddUser.PNG]]
+
&nbsp;
−
<div class="note-box">'''Note''': It is important&nbsp;to select at least one external user with login privilege or internal user in addition to the external user that is selected. This ensures that the commitment can be acted upon by some user who has access to the functionality. The validation shall apply on submitting the Commitment and not on user selection that is&nbsp;when the user clicks ''Add Commitment'' or ''Save Commitment''. Only users that are a part of the Team on the current Agreement will be visible.</div> </div>  
+
<div class="image-green-border">[[File:AddUsertoCompliances.png|720px]]</div>
 +
&nbsp;
 +
<div class="note-box">'''Note''': It is important&nbsp;to select at least one external user with login privilege or internal user in addition to the external user that is selected. This ensures that the commitment can be acted upon by some user who has access to the functionality. The validation shall apply on submitting the Commitment and not on user selection that is&nbsp;when the user clicks ''Add Commitment'' or ''Save Commitment''. Only users that are a part of the Team on the current Agreement will be visible.</div>  
 
'''Adding an External User''':&nbsp;
 
'''Adding an External User''':&nbsp;
  
 
1. '''Click&nbsp;'''the "Add External User"''&nbsp;''button on the "Select User" window. The "Create External User"''&nbsp;''window opens.
 
1. '''Click&nbsp;'''the "Add External User"''&nbsp;''button on the "Select User" window. The "Create External User"''&nbsp;''window opens.
−
<div class="image-green-border">[[File:8.0-Commitments-Add External User.PNG|720px|8.0-Commitments-Add External User.PNG]]</div>
+
 
 
2. '''Fill in''' all the mandatory fields such as, Name, Email Address and Language. It’s important to select the appropriate language for the user since the user will receive all the ICI notifications in the selected language.
 
2. '''Fill in''' all the mandatory fields such as, Name, Email Address and Language. It’s important to select the appropriate language for the user since the user will receive all the ICI notifications in the selected language.
  
 
3. '''Click "'''Save", the user is added in the "Business Owner"''&nbsp;''field.
 
3. '''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="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>  
 
5. '''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.
 
5. '''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.
  
−
6.'''Click '''the "Select Action" (3 dots) icon next to each Commitment''text. The drop-down with available actions opens. The actions are:''
+
6.'''Click '''the "Select Action" (3 dots) icon next to each Commitment''text. The ''drop-down with available actions opens. The actions are:
  
 +
*Edit Commitment'':&nbsp;'''''Click&nbsp;'''the action to edit the details of the Commitment. The "Edit Commitment"&nbsp;window opens. Edit the desired fields and then&nbsp;'''click "'''Save". You can edit only the&nbsp;Due Date&nbsp;and&nbsp;Business Owner&nbsp;fields.
 
*Delete Commitment&nbsp;: &nbsp;'''Click''' the action to delete the Commitment.  
 
*Delete Commitment&nbsp;: &nbsp;'''Click''' the action to delete the Commitment.  
−
*Edit Commitment'':&nbsp;'''Click&nbsp;'''the action to edit the details of the Commitment. The "Edit Commitment"''&nbsp;''window opens. Edit the desired fields and then&nbsp;'''click "'''Save"''. ''You can edit only the&nbsp;Due Date&nbsp;and&nbsp;Business Owner''&nbsp;''fields.''
 
 
*Copy Commitment&nbsp;:&nbsp;'''Click''' the action to copy the Commitment to create new one.  
 
*Copy Commitment&nbsp;:&nbsp;'''Click''' the action to copy the Commitment to create new one.  
−
*Take action on commitment&nbsp;: '''Click&nbsp;'''the action to take action on the Commitment.
 
 
*Send Notification&nbsp;:&nbsp;'''Click''' the action to send manual notifications for the Commitment.  
 
*Send Notification&nbsp;:&nbsp;'''Click''' the action to send manual notifications for the Commitment.  
−
<div class="image-green-border">[[File:8.0-EditCommitment.PNG|720px|8.0-EditCommitment.PNG]]</div>  
+
*View Details: Click the action to view details of the Committment.
 +
<div class="image-green-border">[[File:Committments Actions.png|720px]]</div>  
 
You can define additional details for a Commitment by configuring additional Attributes on the Commitment object. It provides the business owners more context about the Commitments before taking action on them. These extended Attributes are visible to authorized users while creating/editing/viewing the&nbsp;''Commitment'' record. The following additional attributes can be configured for Commitments.
 
You can define additional details for a Commitment by configuring additional Attributes on the Commitment object. It provides the business owners more context about the Commitments before taking action on them. These extended Attributes are visible to authorized users while creating/editing/viewing the&nbsp;''Commitment'' record. The following additional attributes can be configured for Commitments.
  
Line 96: Line 96:
 
1. '''Click''' the "Notifications" on the "Home"page. The "Notification Dashboard" opens.
 
1. '''Click''' the "Notifications" on the "Home"page. The "Notification Dashboard" opens.
  
−
2.'''&nbsp;'''Click''''''the "Commitment Notifications"''&nbsp;''tab. List of commitments that you need to fulfil are displayed'''.'''
+
2.'''&nbsp;'''''Click'''''<b>&nbsp;</b>''the "Commitment Notifications"''&nbsp;''tab. List of commitments that you need to fulfil are displayed'''.'''
−
<div class="image-green-border">'''[[File:8.0-Commitment Notifications.PNG|720px|8.0-Commitment Notifications.PNG]]'''</div>  
+
 
−
'''3. '''Click''''''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>'''
+
3''.'''''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;'''
 +
 
 +
'''5.&nbsp;&nbsp;'''Click''''''''&nbsp;'''"here"''t''o view the selected Commitment in ICI.
 +
<div class="image-green-border">6. Under the Commitments tab,&nbsp;'''click''' the "Actions" (3 dots) icon&nbsp;next to the Commitmentthat you need to take action on. The drop-down with available actions is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7''. '''''Select&nbsp;'''''"''Take action on commitment". A pop-up window opens to display the Add Action Details and the Commitment Details for the Commitment.''&nbsp;''</div>  
 +
8''. '''''Enter''' the following information in the "Add Action Details" tab:
 +
 
 +
*'''Type'''&nbsp;the details of the action you have taken on the Commitment in the&nbsp;Action Taken&nbsp;box,.&nbsp;  
 +
*'''Type'''&nbsp;or select the action date from the calendar in the "Action Date" box.
 +
*'''Type'''&nbsp;your remarks if any&nbsp;In the "REMARKS"&nbsp;box&nbsp;&nbsp;
 +
*'''Select'''&nbsp;one of the following in the&nbsp;Commitment&nbsp;status list:&nbsp;
 +
**Cancelled
 +
**Failed&nbsp;
 +
**Postponed
 +
**Succeeded 
 +
 
 +
If you select the status&nbsp;Postponed, the New Expected Completion Date box opens.&nbsp;Type or select the new date from calendar.
 +
 
 +
9'''. ''' '''Click'''&nbsp;"Select File" to upload supporting documents in the "File" field,.
 +
 
 +
10.&nbsp;'''Click'''&nbsp;"Save".The message opens as follows:
 +
 
 +
"Commitment will not be editable anymore. Do you want to continue?"
 +
<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>  
 +
&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>
 +
The customized values are also reflected in the existing Reports.
 +
 
 +
== 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;
 +
 
 +
To send notification for Commitment(s) from agreement-commitment page:
  
−
'''4. '''Select''' '''the checkbox to select the Commitment.&nbsp;
+
1. '''Click'''&nbsp;Agreements&nbsp; on the Home page. The Agreement index page opens.
  
−
'''5. '''Click'''&nbsp;'''"here"''t''o view the selected Commitment in ICI.'''
+
2''.'''&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.
−
<div class="image-green-border">[[File:8.0-ViewCommitment.PNG|720px]]</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">5. Under the Commitments tab,&nbsp;click the ''Select Action'' (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:Commitment view2 gr action.png|720px|Commitment view2 gr action.png]]'''</div>
+
−
'''6. In the ''Add Action Details'' tab, enter the following information:'''
+
  
−
*'''In the&nbsp;''Action Taken&nbsp;''box,&nbsp;'''type&nbsp;'''the details of the action you have taken on the Commitment.&nbsp;'''
+
3.&nbsp;'''Select''' the "Commitments" tab on the left navigation panel. The list of commitments belonging to the agreement opens.'
−
*'''In the&nbsp;''Action Date&nbsp;''box,&nbsp;'''type&nbsp;'''or select the action date from the calendar.'''
+
−
*'''In the&nbsp;''Remarks&nbsp;''box,&nbsp;'''type&nbsp;'''your remarks if any.&nbsp;'''
+
−
*'''In the&nbsp;''Commitment&nbsp;''status list,&nbsp;'''select&nbsp;'''one of the following:&nbsp; '''
+
−
**'''Cancelled'''
+
−
**'''Failed&nbsp;'''
+
−
**'''Postponed'''
+
−
**'''Succeeded'''  
+
  
−
'''If you select the status&nbsp;''Postponed'', the ''New Expected Completion Date'' box opens.&nbsp;'''Type''' or '''select''' the new date from calendar.'''
+
4.&nbsp;'''Click&nbsp;'''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.
  
−
'''7. In the ''File'' field, '''click''' ''Select File'' to upload supporting documents.'''
+
5.&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:CommittmentNotificationSent.png|720px]]</div>
 +
6.&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.
  
−
'''8. '''Click '''''Save'''''.''' The message opens as follows:'''
+
7.&nbsp;'''Click'''&nbsp;the "Send Bulk Notification" action&nbsp;to select all Commitments together.
  
−
'''''Commitment will not be editable anymore. Do you want to continue?'''''
+
'''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|8.0-Commitments-Send Bulk Notification.PNG]]</div>
 +
'''Note''': Only the Primary Owner, Secondary Owner and commitment creator can send the notifications using Send Notification functionality.'
  
−
'''9. '''Click''' ''Save'''''.''''''
+
=== Customizing&nbsp;Notification Template ===
−
<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.'''
+
  
−
'''The customized values are also reflected in the existing Reports.'''
+
'The default notification template (TriggeredNotificationReminder) would be available to send the notifications for commitments. Authorized users can edit and customize this existing commitment notification template to suit their business needs.&nbsp;
  
−
'''&nbsp;'''
+
To edit and customize existing notification template:
  
−
== '''Send Manual Notifications for Commitments from Commitment-Agreement page''' ==
+
1. '''Click&nbsp;'''Admin > Notification Settings > Subscription on the Home page.
 +
<div class="image-green-border">[[File:NoticationSetting Subscription.png|600px]]</div>
 +
The Subscriptions page opens.
 +
<div class="image-green-border">[[File:SubscriptionPage.png|720px]]</div>
 +
2. '''Click'''&nbsp;"Edit" next to the Subscription you want to customize. For example, Triggered Notification Reminder. The "Edit Subscription" page opens.
  
−
'''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;'''
+
3. '''Update'''&nbsp;the required details and '''c''''''lick '''"Next".
 +
<div class="image-green-border">[[File:EditSubscriptionFields.png|500px]]</div>
 +
4. The Template tab opens.&nbsp;'''Update '''the required details to cutomize the Template.&nbsp;
 +
<div class="image-green-border">[[File:8.0-EditSubscription.PNG|720px|8.0-EditSubscription.PNG]]</div>
 +
'''&nbsp;'''5.&nbsp;'''Verify''' the details and&nbsp;'''click '''"Next". The Template will be updated.
  
−
'''To send notification for Commitment(s) from agreement-commitment page:'''
+
=== Accessing Commitment Notification ===
  
−
#''''''Click''' ''Agreement Management'' >''Agreement ''on the ''Home ''page. The ''Agreement ''index page opens.'''
+
'The recipients can access the Commitment Notifications from:&nbsp;
−
#''''''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.'''
+
−
#''''''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.'''
+
−
<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>
+
−
<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>
+
−
</ol>
+
−
<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;'''
+
  
−
=== '''Customizing&nbsp;Notification Template''' ===
+
*Notification Dashboard
 +
*'Personal E-mail account
  
−
'''The default notification template (''TriggeredNotificationReminder)'' would be available to send the notifications for commitments. Authorized users can edit and customize this existing commitment notification template to suit their business needs.&nbsp;'''
+
To access from the&nbsp;Notification Dashboard:
  
−
'''To edit and customize existing notification template:'''
+
1.'''Click''' "Notifications"&nbsp;on''&nbsp;"''Home"&nbsp;page''. ''The''&nbsp;"''Notifications Dashboard"&nbsp;opens''.''
  
−
#''''''Click '''''User Administration'' > ''Notification Settings ''> ''Subscription ''on the ''Home ''page. The ''Subscriptions ''page opens.'''
+
2.&nbsp;'''Click'''&nbsp;Commitment Notifications ''> ''Commitment Reminder''. ''The list of notification opens.
−
<div class="image-green-border">'''[[File:7.12 Commitment notification 3.png|720px|7.12 Commitment notification 3.png]]'''</div> <ol start="3">
+
−
<li>''''''Click''' ''Edit ''next to the ''Subscription'' you want to customize. For example, ''TriggeredNotificationReminder''. The ''Edit Subscription'' page opens.'''</li>
+
−
<li>''''''Edit '''the ''Template ''and '''click '''''Next''.'''</li>
+
−
<li>''''''Verify '''the details and&nbsp;'''click''' ''Save. ''The ''Template'' will be updated''.'''''</li>
+
−
</ol>
+
−
<div class="image-green-border">'''[[File:7.12 Commitment notification 4.png|720px|7.12 Commitment notification 4.png]]'''</div> <div class="image-green-border">'''&nbsp;'''</div>
+
−
=== '''Accessing Commitment Notification''' ===
+
  
−
'''The recipients can access the ''Commitment Notifications ''from:&nbsp;'''
+
3.&nbsp;'''Click&nbsp;'''the&nbsp;checkbox next to the Commitment Reminder&nbsp;you want to view. The selected notification opens.
  
−
*'''''Notification Dashboard'''''
+
== Copying existing commitments ==
−
*'''Personal E-mail account'''
+
  
−
'''To access from the&nbsp;''Notification Dashboard'':'''
+
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''':&nbsp;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:
  
−
#''''''Click '''''Notifications ''on ''Home ''page. The ''Notifications Dashboard ''opens.'''
+
1.''''Click'''&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.
−
#''''''Click '''''Commitment Notifications ''> ''Commitment Reminder''. The list of notification opens.'''
+
−
#''''''Click '''the&nbsp;checkbox next to the ''Commitment Reminder&nbsp;''you want to view. The selected notification opens.'''
+
−
<div class="image-green-border">'''[[File:7.12 Commitment notification 5.png|720px|7.12 Commitment notification 5.png]]'''</div>
+
−
'''&nbsp;'''
+
  
−
== '''Copying existing commitments''' ==
+
2.&nbsp;'''Click'''''&nbsp;''the Commitments tab in the left navigation. The existing commitments are displayed, if any''.'''''<i>&nbsp;</i>'''
  
−
'''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.'''
+
3. '''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="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'':'''
+
  
−
#''''''Click '''the ''View Record'' icon next to the agreement you want to add the commitment to. For example, ''ICIBasicAgreement_293''. The agreement ''Details ''page opens.'''
+
4.&nbsp;'''Click''' "Copy Commitment".&nbsp;The Add Commitment window opens''.&nbsp;''
−
#''''''Click '''the ''Commitments ''tab in the left navigation. The existing commitments are displayed if any.&nbsp;'''  
+
<div class="image-green-border">[[File:CopyCommittment.png|720px]]</div>  
−
<div class="image-green-border">'''[[File:7.12 Copy Commitment 1.png|720px|7.12 Copy Commitment 1.png]]'''</div> <ol start="3">
+
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.
−
<li>''''''Click '''the''Select Action'' (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.'''</li>
+
<div class="image-green-border">[[File:CopyCommittmentDetails.png|600px]]</div>  
−
<li>''''''Click '''''Copy Commitment.'' The ''Add Commitment ''window opens.&nbsp;'''</li>
+
5.&nbsp;'''Edit''' the attributes if required.
−
</ol>
+
−
<div class="image-green-border">'''[[File:7.12 Copy Commitment 2.png|720px|7.12 Copy Commitment 2.png]]'''</div>  
+
−
'''On the ''Add 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:7.12 Copy Commitment 3.png|720px|7.12 Copy Commitment 3.png]]'''</div> <ol start="5">
+
−
<li>''''''Edit '''the attributes if required.'''</li>
+
−
<li>''''''Click '''''Add Commitment''. The commitment is created and added to the agreement. For example, the commitment ''Transaction'' is added to the agreement.'''</li>
+
−
</ol>
+
−
<div class="image-green-border">'''[[File:7.12 Copy Commitment 4.png|720px|7.12 Copy Commitment 4.png]]'''</div>
+
−
'''Similarly, commitments can be copied for amendments.<br/> Once added, the copied commitment will behave as a normal commitment.<br/> &nbsp;'''
+
  
−
'''&nbsp;'''
+
6.&nbsp;'''Click''' "Save"''. ''A copy of the&nbsp;commitment is added to the agreement.
  
−
''''''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]'''
+
'''Related Topics''':'''&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]

Latest revision as of 08:19, 21 January 2022

Compliances

The Compliances tile enables you to go through all Commitments available and take required actions on them.

Compliances Home.png

Understanding Commitments

Every Agreement has obligations associated with it. These obligations are known as Commitments. You can manage Commitments by setting up reminders, transaction clauses, review timelines and much more using the "Compliances" tile on the "Home"page.

From the Compliances tile you can:

  • See the complete list of Commitments available, and search Commitments in a variety of ways in the same way as for Agreements through Searching Agreements and Requests.
  • Customize this page. Refer to Navigating in ICI for details.
  • Go to the specific Agreement "Details" page for which the Commitment was created by clicking the "View Details"  icon.
  • Send customized manual notifications for individual or bulk Commitments.
  • View the list of commitments specifically assigned to the logged on user by clicking "Assigned to Me" on Compliances index page. The logged on user can take action on the commitment by clicking the three dots icon next to the commitment and then clicking "Take action on Commitment". 

Adding Commitments to an Agreement

Commitments are reminders of tasks or actions that need to be taken either while creating the Agreement or after its execution. They are added manually to keep track of and ensure that various obligations of the Agreement are being met. While creating the agreement, these Commitments can be towards Rules and Clauses and post-execution for ensuring that certain dates are being met or for exercising the extension option.

You can also add External users and External users with login privilege as business owners of a Commitment. This helps in easy tracking and reporting of Commitments where the external users are supposed to take actions to fulfill those Commitments. This is a configurable feature.

To add a Commitment:

1. Click the "View Details"  icon next to the Agreement you want to add the commitment to. The Agreement "Details"page opens.

2. Click the "Commitments" section in the left navigation. The existing commitments are displayed if any. 

Compliances Details.png

3. Click Select Action (3 dots) icon next to the Commitment text. The available actions are displayed in a drop-down.

4. Edit or delete the existing Commitment using the Edit Commitment or Delete Commitment icons.

5. Click the "Add Commitment"  button to add new commitments. 

Add Compliance.png

The "Add Commitment" window opens.

Add Compliance Details.png

6. Enter the necessary details:

  • Commitment Code: this is a system generated code added automatically when you click the "Add Commitment" button.
  • Description: Type in a detailed description of the action or task.  
  • Commitment Type: select the appropriate option from the drop-down list. This helps you classify the type of Commitment this is, for example if it is transaction or risk-based.
  • Recurring Commitment: You can set the commitments as recurring. Toggle to "Yes" and select the Commitment Frequency. The available options are "Weekly", "Monthly", "Quaterly", "SemiYearly" and "Yearly". For example, if there is a Clause for extension of the Agreement by 1 year, upto 3 times, you can:
    • Add a reminder of 1-2 months before the renewal date
    • Add instructions to say review extension for another year
    • Define start and end dates of the Agreement
    • Set this as a transaction, Recurring Commitment
  • Start Date: Select the Commitment start date 
  • End Date: select a due date for the Commitment. This is the date the Commitment should be completed by.
RecurringCommitmentEnabled.png
  • Business Owner: click the icon next to the Business Owner field. The Select User window opens. If the user is already provisioned in ICI click the desired user name from the list and click Add. You can also search the user(s) using the Search icon. 
Note: ICI enables users to configure the role in which Business Owners of the commitment should be added to the agreement team (for example, Secondary Owner, Observer, etc.). This is achieved through a technical configuration at the contract type level.

 

AddUsertoCompliances.png

 

Note: It is important to select at least one external user with login privilege or internal user in addition to the external user that is selected. This ensures that the commitment can be acted upon by some user who has access to the functionality. The validation shall apply on submitting the Commitment and not on user selection that is when the user clicks Add Commitment or Save Commitment. Only users that are a part of the Team on the current Agreement will be visible.

Adding an External User: 

1. Click the "Add External User" button on the "Select User" window. The "Create External User" window opens.

2. Fill in all the mandatory fields such as, Name, Email Address and Language. It’s important to select the appropriate language for the user since the user will receive all the ICI notifications in the selected language.

3. Click "Save", the user is added in the "Business Owner" field.

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.

5. Click the "Add Commitment" button. The Commitment is displayed in the "Commitments" section of the Agreement Details Page. The Primary and Secondary Owner also have the privilege, similar to the creator to edit or delete the Commitment.

6.Click the "Select Action" (3 dots) icon next to each Commitmenttext. The drop-down with available actions opens. The actions are:

  • Edit Commitment: Click the action to edit the details of the Commitment. The "Edit Commitment" window opens. Edit the desired fields and then click "Save". You can edit only the Due Date and Business Owner fields.
  • Delete Commitment :  Click the action to delete the Commitment.
  • Copy Commitment : Click the action to copy the Commitment to create new one.
  • Send Notification : Click the action to send manual notifications for the Commitment.
  • View Details: Click the action to view details of the Committment.
Committments Actions.png

You can define additional details for a Commitment by configuring additional Attributes on the Commitment object. It provides the business owners more context about the Commitments before taking action on them. These extended Attributes are visible to authorized users while creating/editing/viewing the Commitment record. The following additional attributes can be configured for Commitments.

  • Category
  • Sub Category
  • Reference section and Title
  • Cross reference
  • Obligation Summary
  • Criticality
  • Obligation type
  • Obligation extract
  • Target Value
  • Trigger
  • Number of days to become overdue
  • Remarks

Fulfilling a Commitment

Every Agreement or Contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on. Commitment is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry.
The Primary Owner creates a commitment to keep a track of a certain task relating to an agreement. The commitment owner on the due date of commitment, takes the appropriate action to fulfil the Commitment. For example, a Commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.

To fulfil a Commitment:

1. Click the "Notifications" on the "Home"page. The "Notification Dashboard" opens.

2.' Click the "Commitment Notifications" tab. List of commitments that you need to fulfil are displayed.

3.Click the option "Commitment Reminder"to see all pending Commitments.  You can see the already created Commitment or action taken on Commitment through Commitment Created and Commitment Action Taken options.  

4. Select the checkbox to select the Commitment. 

5.  Click''' "here"to view the selected Commitment in ICI.

6. Under the Commitments tab, click the "Actions" (3 dots) icon next to the Commitmentthat you need to take action on. The drop-down with available actions is displayed.
 
7. Select "Take action on commitment". A pop-up window opens to display the Add Action Details and the Commitment Details for the Commitment. 

8. Enter the following information in the "Add Action Details" tab:

  • Type the details of the action you have taken on the Commitment in the Action Taken box,. 
  • Type or select the action date from the calendar in the "Action Date" box.
  • Type your remarks if any In the "REMARKS" box  
  • Select one of the following in the Commitment status list: 
    • Cancelled
    • Failed 
    • Postponed
    • Succeeded

If you select the status Postponed, the New Expected Completion Date box opens. Type or select the new date from calendar.

9. Click "Select File" to upload supporting documents in the "File" field,.

10. Click "Save".The message opens as follows:

"Commitment will not be editable anymore. Do you want to continue?"

10.Click "Select fields" to add the Commitment State attribute to the Attributes list for a particular Agreement.

 The Select Columns popup opens where you can select the desired attributes and click Apply to apply the selected fields. 

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.

Send Manual Notifications for Commitments from Commitment-Agreement page

Users can 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. 

To send notification for Commitment(s) from agreement-commitment page:

1. Click Agreements  on the Home page. The Agreement index page opens.

2. Click "View Details" icon next to the agreement, for which you want to send the commitment notifications. For example, ICIAutomationPrimeContract_47. The agreement Details page opens.

3. Select the "Commitments" tab on the left navigation panel. The list of commitments belonging to the agreement opens.'

4. Click the "Actions" (3 dots) icon next to the Commitments for which you want to send the notification. The drop-down opens with available actions.

5. Click "Send Notification". A notification e-mail is sent to all respective recipients and the Success messageThe Reminder Notification was sent successfully is displayed.

CommittmentNotificationSent.png

6. Select the checkboxes next to the Commitments for which you want to send the notification together in bulk. Selecting more than one commitment will enable the "Send Bulk Notification action.

7. Click the "Send Bulk Notification" action to select all Commitments together.

Click 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.

8.0-Commitments-Send Bulk Notification.PNG

Note: Only the Primary Owner, Secondary Owner and commitment creator can send the notifications using Send Notification functionality.'

Customizing Notification Template

'The default notification template (TriggeredNotificationReminder) would be available to send the notifications for commitments. Authorized users can edit and customize this existing commitment notification template to suit their business needs. 

To edit and customize existing notification template:

1. Click Admin > Notification Settings > Subscription on the Home page.

NoticationSetting Subscription.png

The Subscriptions page opens.

SubscriptionPage.png

2. Click "Edit" next to the Subscription you want to customize. For example, Triggered Notification Reminder. The "Edit Subscription" page opens.

3. Update' the required details and c'lick "Next".

EditSubscriptionFields.png

4. The Template tab opens. Update the required details to cutomize the Template. 

8.0-EditSubscription.PNG

 5. Verify the details and click "Next". The Template will be updated.

Accessing Commitment Notification

'The recipients can access the Commitment Notifications from: 

  • Notification Dashboard
  • 'Personal E-mail account

To access from the Notification Dashboard:

1.Click "Notifications" on "Home" page. The "Notifications Dashboard" opens.

2. Click Commitment Notifications > Commitment Reminder. The list of notification opens.

3. Click the checkbox next to the Commitment Reminder you want to view. The selected notification opens.

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.'

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.

To copy a Commitment:

1.''Click 'the "View Details icon next to the agreement you want to add the commitment to. For example, ICIBasicAgreement_293. The agreement "Details" page opens.

2. Click the Commitments tab in the left navigation. The existing commitments are displayed, if any. 

3. Click the "Actions" (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. Click "Copy Commitment". The Add Commitment window opens. 

CopyCommittment.png

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.

CopyCommittmentDetails.png

5. Edit the attributes if required.

6. Click "Save". A copy of the commitment is added to the agreement.

Related Topics: Agreement Management | Agreement Details Page

Retrieved from "https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Compliances&oldid=22979"