Revision as of 17:50, 10 November 2021

Cascade Team

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

Configuring Contract Type to copy role from agreement to its associations

To configure Contract Type:

1. Click "Home"> "Configure" tile and then click "Cascade Teams". The "Cascade Team" page opens.

2.Select the contract type from the list.

3.'C'lick "Create". The "Create Cascade" page opens.

4. Select the parent Contract Type in the "Contract Type" drop-down list for which you want to copy the role. For example, Supplier Agreement.

5. Select the Associated Contract Type in the"Target Association" drop-down list in which the parent contract type is copied. For example, "Automation Annexure1". The value for the "Entity Relationship" attribute is populated automatically based on the values selected for the previous attributes.

6. Select the event on for the role mapping in the "EVENT ON" drop-down list. For example, "Contract Type".

7.Select the event on for the role mapping in the "EVENT" drop-down list. For example, "Agreement Approved".

8.Select the action from the "ACTIONS" drop-down list and then select the cascade criteria from the "Select Cascade Criteria Options".

9. Click "Create". The Role Mapping is added to the Contract Type.

Role Mapping when creating Association in Agreement

1. 'Clickthe "Agreements" tile on the "Home" page. The'''"Agreements" menu opens.

2. Click the "Create". The "Create Agreement" page opens.

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

4. Select "Own" in the "Type Of Paper" drop-down.

5. Click "Next". The "Attributes" page opens.

6. Enter the details in the remaining fields to take the agreement to the "Draft" state.

7. Click the "Create Association" icon of Annexure1. The "Create Association" page opens.

8. Enter the details in the "Create Association" page to take the association to the "Draft" state.

Note: Ensure that the agreement Team has Roles such as Secondary Owner and Business Owner as set in the Role Mapping configuration to make the mapping successful.

9. Click "Team" tab.
As configured, Secondary Owner and Business Owner Roles of Agreement are mapped to the Association – Annexure1 as Contributor.

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

ICI provides the support to copy team role from contract request, agreement and its amendment to its parent child association. Now, the support is being extended to copy all team roles from contract request, agreement or amendment to its peer associations.

Contract admins can now:

Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.

Copy all or selective team of the entity to its peer association on a parent or peer entity event.

Users can now:

Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.

Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.

Cascade the entire team with roles of source contract type

You can copy the entire team with same roles from contract type to its association.
1. Click "Configure" > "Cascade Teams" on the "Home"page. The "Cascade Teams" page opens.

2. Select the source "Contract Type"to copy the team from. For example, "Master Service Agreement". All the associations for the selected contract type will be populated in the "Target Association"field.
3.Select the "Target Association"to add the copied team to. For example, "Statement Of Work".
The Entity Relationshipwill be displayed according to the selected entities.
4. Select entity type in the "Event On"from options:

Contract Type

Target Association

For example, selectContract Type. The applicable events will be populated in the Event field according to the selected entity.
5. Select the Event. For example, Agreement Published.
6. Select Cascade Criteria in Actions field from:

Cascade Entire Team: copies entire team of contract type to its association

Cascade Selective Team: copies selective team roles of contract type to its association

For example, select "Cascade Entire Team". The "Select Cascade Criteria Options"field is displayed.
7. Select "Cascade Criteria Options"from:

Keep Existing Roles: copies team roles of contract type to its association as they are

New Common Roles: copies team roles of contract type to its association with the same selected role

Different Team Roles: copies team roles of contract type to its association with the different selected role for each source role.

For example, select Keep Existing Roles.

8. Click Save. The Cascade Team page opens. The Cascade Team configuration will be displayed after selecting the contract type.

9. Click View. The Cascade Team Summary page opens. The entire team from the selected contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work) with the team roles as source contract type.

Cascade the entire team with new common role

You can copy the entire team from contract type to its association and set a new common role for whole team.
Follow the process till step number 7 and then continue further:
1. Select Cascade Criteria Options asNew Common Roles. The Select Common Role field is displayed
2. Select Common Role. For example, External Reviewer.

3. Click Save. The entire team from the selected contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work) with the selected role (External Reviewer).

Cascade the entire team with different roles

You can copy the entire team from contract type to its association and set different roles for each source role.
Follow the process till step number 7 and then continue further:
1. Select Cascade Criteria Options as Different Team Roles. The Team Role Mapping section is displayed.
2. Set the Target Role for all the existing team roles. For example, set Approver as Observer and Business Owner as Contributor.

3. Click Save.
The entire team from the selected contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work). The existing roles from the source contract type will be mapped with selected different team roles. For example, the Approver will be copied to the association as Observer and Business Owner as Contributor.

Cascade the selective team roles

You can copy the selective team roles from contract type to its association with either the same roles or new common role or different roles for each source role.
Follow the process till step number 6 and then continue further:
1. Select Actions as Cascade Selective Team. The Select Team Role field is displayed.
2. Select Team Roles. You can select multiple team roles. The Select Cascade Criteria field is displayed.
3. Select Cascade Criteria as

Keep Existing Roles. The team roles of contract type will be copied to its association as they are.

New Common Roles. The Select Common Role field is displayed.

i. Select Common Role. For example, Contributor.
The selected team roles from the source contract type (Master Service Agreement) will be copied to the target association (Statement Of Work) with the new role as Contributor.

Different Team Roles. The Team Role Mapping section is displayed.

ii. Set the Target Role for the selected existing team roles. For example, set Approver as Observer and Business Owner as Contributor.
The selected team roles from the contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work) with the new different team roles. For example, the Approver will be copied as Observer and Business Owner as Contributor.

4. Click Save. The Cascade Team page opens. The Cascade Team configuration will be displayed after selecting the contract type.

Note: Removal of a role from either contact type or its association will be synced between both the entities when the specified event occurs.

Copy the agreement Team to its association as per the Cascade Team configuration

Consider an example where agreement ICIMasterServiceAgreement_90 has user John Doe added to team as Business Owner.

Now, add the Statement Of Work association to the agreement:
1. Click Associations > Statement Of Work on left navigation panel on ICIMasterServiceAgreement_90 agreement details page. The Lookup Search window for the selected association contract type (Statement Of Work) opens.
2. Select the agreement instance. For example, ICIStatementOfWork_60. The association is added to the agreement.
3. Click View Record icon next to the association (ICIStatementOfWork_60) on association grid page. The association Details page opens.
4. Click Team on left navigation panel. The Team page opens. The associationICIStatementOfWork_60 has only primary owner added to its team.

5. Click Publish on the ICIMasterServiceAgreement_90 agreement Details page. The agreement is published.
The agreement contract type’s team will be copied to the association as per the Cascade Team configuration when the event Agreement Published occurs. The user John Doe as Business Owner from ICIMasterServiceAgreement_90 will be added as Contributor to ICIStatementOfWork_60 Team.

The cascading of teams from contract type to association is captured in audit and the users can view it on the History tab on the association’s Details page.

Edit the Cascade Team Configuration

User can edit the roles mapping for the existing configuration.
To edit cascade team configuration:

Click Configuration > Cascade Team > Cascade Teams on the Home page. The Cascade Team page opens.

Select Contract Type. For example, Master Service Agreement. The list of configured cascade teams for the selected contract type opens.

Click Edit icon next to the configuration you want to edit. The Edit Cascade Team page opens.

Note: The certain fields are disabled for editing to avoid the overwriting or duplicating the existing configuration.

If user tries to create the same configuration from Create Cascade page, the operation will not be allowed and the error message will be displayed.

Delete the Cascade Team

Click Configuration > Cascade Team > Cascade Teams on the Home page. The Cascade Team page opens.

Select Contract Type. For example, Master Service Agreement. The list of cascade teams configured for the contract type opens.

Click the checkbox next to the cascade team configuration you want to delete.

Click the checkbox in a header row to select all the configurations together.

Click Delete. The selected configurations will be removed.

@@ Line 28: / Line 28: @@
 == Role Mapping when creating Association in Agreement ==
-.&nbsp;'''Click''' the "Agreements"&nbsp;tile on the ''"''Home" page. The '''''"Agreements" menu opens.
+.&nbsp;'''Click'''''<b>''the "Agreements"&nbsp;tile on the "Home" page. The''''''''"Agreements" menu opens.
-.&nbsp;'''Click''' the ''Create Agreement'' menu. The ''Create Agreement'' page opens.
+.&nbsp;'''Click''' the "Create". The "Create Agreement" page opens.
 . '''Select''' the Contract Type Name. For example, Saas Agreement.
@@ Line 41: / Line 41: @@
 .&nbsp;'''Click''' the "Create Association" icon of Annexure1. The "Create Association" page opens.
-<div class="image-green-border">[[File:Create association.png|720px|Create association.png]]</div>
+<div class="image-green-border">8.&nbsp;'''Enter '''the details in the "Create Association" page to take the association to the "Draft" state.</div> <div class="note-box">'''Note''': Ensure that the agreement ''Team'' has Roles such as ''Secondary Owner'' and ''Business Owner'' as set in the ''Role Mapping'' configuration to make the mapping successful.</div>
-.&nbsp;'''Enter '''the details in the "Create Association" page to take the association to the "Draft" state.
-<div class="note-box">'''Note''': Ensure that the agreement ''Team'' has Roles such as ''Secondary Owner'' and ''Business Owner'' as set in the ''Role Mapping'' configuration to make the mapping successful.</div>
 .&nbsp;'''Click "'''Team"''&nbsp;''tab.&nbsp;
@@ Line 68: / Line 66: @@
 .&nbsp;'''Click '''&nbsp;"Configure"''&nbsp;''> "Cascade Teams"''&nbsp;on the "Home"''page. The "Cascade Teams"&nbsp;page opens.
 <div class="image-green-border">[[File:8.0-CreateCascade1.PNG|720px|8.0-CreateCascade1.PNG]]</div> <div class="image-green-border">&nbsp;</div>
-.&nbsp;'''Select '''the&nbsp;source ''Contract Type ''to copy the team from. For example, ''Master Service Agreement''. All the associations for the selected contract type will be populated in the ''Target Association ''field.
+.&nbsp;'''Select '''the&nbsp;source "Contract Type"''to copy the team from. For example, "Master Service Agreement". All the associations for the selected contract type will be populated in the''&nbsp;"''Target Association"''field.
-.'''Select '''the&nbsp;''Target Association ''to add the copied team to. For example, ''Statement Of Work.&nbsp;''
+.'''Select '''the "Target Association"''to add the copied team to. For example, "Statement Of Work"''.&nbsp;''
-The ''Entity Relationship ''will be displayed according to the selected entities.
+The Entity Relationship''will be displayed according to the selected entities.
-.&nbsp;'''Select '''entity type in the ''Event On ''from options:
+.&nbsp;'''Select '''entity type in the "Event On"''from options:
-*''Contract Type&nbsp;''
+*Contract Type&nbsp;
-*''Target Association&nbsp;''
+*Target Association&nbsp;
-For example, select ''Contract Type''. The applicable events will be populated in the ''Event ''field according to the selected entity.
+For example, select''Contract Type. The applicable events will be populated in the ''Event ''field according to the selected entity.
-.&nbsp;'''Select '''the ''Event''. For example, ''Agreement Published.''
+.&nbsp;'''Select '''the Event. For example, ''Agreement Published.''
-.&nbsp;'''Select '''''Cascade Criteria'' in ''Actions ''field from:
+.&nbsp;'''Select '''Cascade Criteria in ''Actions ''field from:
-*''Cascade Entire Team'': copies entire team of contract type to its association
+*Cascade Entire Team: copies entire team of contract type to its association
-*''Cascade Selective Team'': copies selective team roles of contract type to its association
+*Cascade Selective Team: copies selective team roles of contract type to its association
-For example, select ''Cascade Entire Team''. The ''Select Cascade Criteria'' ''Options ''field is displayed.
+For example, select "Cascade Entire Team". The "Select Cascade Criteria Options"''field is displayed.
-.&nbsp;'''Select '''''Cascade Criteria Options ''from:
+.&nbsp;'''Select "'''Cascade Criteria Options"''from:
-*''Keep Existing Roles'': copies team roles of contract type to its association as they are
+*Keep Existing Roles: copies team roles of contract type to its association as they are
-*''New Common Roles'': copies team roles of contract type to its association with the same selected role
+*New Common Roles: copies team roles of contract type to its association with the same selected role
-*''Different Team Roles'': copies team roles of contract type to its association with the different selected role for each source role.
+*Different Team Roles: copies team roles of contract type to its association with the different selected role for each source role.
 For example, select ''Keep Existing Roles.&nbsp;''
 <div class="image-green-border">[[File:8.0-CreateCascade4.PNG|720px|8.0-CreateCascade4.PNG]]</div> <div class="image-green-border">&nbsp;</div>
-.&nbsp;'''Click '''''Save''. The ''Cascade Team'' page opens. The ''Cascade Team ''configuration will be displayed after selecting the contract type.
+.&nbsp;'''Click '''''Save''. The Cascade Team page opens. The Cascade Team configuration will be displayed after selecting the contract type.
-<div class="image-green-border">[[File:7.12 Cascade Team 3.png|720px|7.12 Cascade Team 3.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="9">
+<div class="image-green-border">[[File:7.12 Cascade Team 3.png|720px|7.12 Cascade Team 3.png]]</div> <div class="image-green-border">&nbsp;</div>
-<li>'''Click '''''View''. The ''Cascade Team Summary'' page opens. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the team roles as source contract type.</li>
+.&nbsp;'''Click '''''View''. The ''Cascade Team Summary'' page opens. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the team roles as source contract type.
-</ol>
 <div class="image-green-border">[[File:7.12 Cascade Team 4.1.png|720px|7.12 Cascade Team 4.1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 === Cascade the entire team with new common role ===
@@ Line 108: / Line 105: @@
 Follow the process till step number 7 and then continue further:&nbsp;
-<ol start="8">
-<li>'''Select '''''Cascade Criteria Options'' as''New Common Roles''. The ''Select Common Role'' field is displayed.</li>
+.&nbsp;'''Select '''''Cascade Criteria Options'' as''New Common Roles''. The ''Select Common Role'' field is displayed
-<li>'''Select '''''Common Role''. For example, ''External Reviewer.''</li>
-</ol>
+.&nbsp;'''Select '''''Common Role''. For example, ''External Reviewer.''
-<div class="image-green-border">[[File:7.12 Cascade Team 5.png|720px|7.12 Cascade Team 5.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
+<div class="image-green-border">[[File:7.12 Cascade Team 5.png|720px|7.12 Cascade Team 5.png]]</div> <div class="image-green-border">&nbsp;</div>
-<li>'''Click '''''Save''. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the selected role (''External Reviewer'').</li>
+.&nbsp;'''Click '''''Save''. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the selected role (''External Reviewer'').
-</ol>
 <div class="image-green-border">[[File:7.12 Cascade Team 6 1.png|720px|7.12 Cascade Team 6 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 === Cascade the entire team with different roles ===
@@ Line 121: / Line 117: @@
 Follow the process till step number 7 and then continue further:&nbsp;
-<ol start="8">
-<li>'''Select '''''Cascade Criteria Options ''as ''Different Team Roles''. The ''Team Role Mapping'' section is displayed.</li>
+.&nbsp;'''Select '''''Cascade Criteria Options ''as ''Different Team Roles''. The ''Team Role Mapping'' section is displayed.
-<li>'''Set '''the ''Target Role'' for all the existing team roles. For example, set ''Approver'' as ''Observer'' and ''Business Owner ''as ''Contributor''.</li>
-</ol>
+.&nbsp;'''Set '''the ''Target Role'' for all the existing team roles. For example, set ''Approver'' as ''Observer'' and ''Business Owner ''as ''Contributor''.
-<div class="image-green-border">[[File:7.12 Cascade Team 7.png|720px|7.12 Cascade Team 7.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
+<div class="image-green-border">[[File:7.12 Cascade Team 7.png|720px|7.12 Cascade Team 7.png]]</div> <div class="image-green-border">&nbsp;</div>
-<li>'''Click '''''Save''.&nbsp;</li>
+.&nbsp;'''Click '''''Save''.&nbsp;
-</ol>
 The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work''). The existing roles from the source contract type will be mapped with selected different team roles. For example, the ''Approver ''will be copied to the association as ''Observer ''and ''Business Owner ''as ''Contributor''.
@@ Line 138: / Line 133: @@
 Follow the process till step number 6 and then continue further:&nbsp;
-<ol start="7">
-<li>'''Select '''''Actions ''as ''Cascade Selective Team''. The ''Select Team Role'' field is displayed.</li>
+.&nbsp;'''Select '''''Actions ''as ''Cascade Selective Team''. The ''Select Team Role'' field is displayed.
-<li>'''Select '''''Team Roles.'' You can select multiple team roles. The ''Select Cascade Criteria'' field is displayed.</li>
-<li>'''Select '''''Cascade Criteria ''as&nbsp;</li>
+.&nbsp;'''Select '''''Team Roles.'' You can select multiple team roles. The ''Select Cascade Criteria'' field is displayed.
-</ol>
+.&nbsp;'''Select '''''Cascade Criteria ''as&nbsp;
 *''Keep Existing Roles''. The team roles of contract type will be copied to its association as they are.
@@ Line 156: / Line 152: @@
 The selected team roles from the contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the new different team roles. For example, the ''Approver ''will be copied as ''Observer ''and ''Business Owner'' as ''Contributor''.&nbsp;
-<div class="image-green-border">[[File:7.12 Cascade Team 10.png|720px|7.12 Cascade Team 10.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
+<div class="image-green-border">[[File:7.12 Cascade Team 10.png|720px|7.12 Cascade Team 10.png]]</div> <div class="image-green-border">&nbsp;</div>
-<li>'''Click '''''Save''. The ''Cascade Team'' page opens. The ''Cascade Team'' configuration will be displayed after selecting the contract type.</li>
+.&nbsp;'''Click '''''Save''. The ''Cascade Team'' page opens. The ''Cascade Team'' configuration will be displayed after selecting the contract type.
-</ol>
 <div class="note-box">Note: Removal of a role from either contact type or its association will be synced between both the entities when the specified event occurs.</div>
 &nbsp;
@@ Line 168: / Line 163: @@
 Now, add the ''Statement Of Work'' association to the agreement:
-#'''Click '''''Associations ''> ''Statement Of Work'' on left navigation panel on ''ICIMasterServiceAgreement_90&nbsp;''agreement details page. The ''Lookup Search'' window for the selected association contract type (''Statement Of Work'') opens.
+.&nbsp;'''Click '''''Associations ''> ''Statement Of Work'' on left navigation panel on ''ICIMasterServiceAgreement_90&nbsp;''agreement details page. The ''Lookup Search'' window for the selected association contract type (''Statement Of Work'') opens.
-#'''Select''' the agreement instance. For example, ''ICIStatementOfWork_60.'' The association is added to the agreement.
-#'''Click '''''View Record'' icon next to the association (''ICIStatementOfWork_60'') on association grid page. The association ''Details'' page opens.
+.&nbsp;'''Select''' the agreement instance. For example, ''ICIStatementOfWork_60.'' The association is added to the agreement.
-#'''Click '''''Team ''on left navigation panel. The ''Team ''page opens. The association''ICIStatementOfWork_60'' has only primary owner added to its team.
-<div class="image-green-border">[[File:7.12 Cascade Team 12.png|720px|7.12 Cascade Team 12.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="5">
+.&nbsp;'''Click '''''View Record'' icon next to the association (''ICIStatementOfWork_60'') on association grid page. The association ''Details'' page opens.
-<li>'''Click '''''Publish ''on the&nbsp;''ICIMasterServiceAgreement_90&nbsp;''agreement ''Details ''page. The agreement is published.</li>
-</ol>
+.&nbsp;'''Click '''''Team ''on left navigation panel. The ''Team ''page opens. The association''ICIStatementOfWork_60'' has only primary owner added to its team.
+<div class="image-green-border">[[File:7.12 Cascade Team 12.png|720px|7.12 Cascade Team 12.png]]</div> <div class="image-green-border">&nbsp;</div>
+.&nbsp;'''Click '''''Publish ''on the&nbsp;''ICIMasterServiceAgreement_90&nbsp;''agreement ''Details ''page. The agreement is published.
 The agreement contract type’s team will be copied to the association as per the ''Cascade Team'' configuration when the event ''Agreement Published ''occurs. The user ''John Doe ''as ''Business Owner ''from ''ICIMasterServiceAgreement_90'' will be added as ''Contributor ''to ''ICIStatementOfWork_60'' Team.

Contents

Cascade Team [edit]

Configuring Contract Type to copy role from agreement to its associations[edit]

Role Mapping when creating Association in Agreement[edit]

Ability to cascade team from contract request, agreement, amendment to its association[edit]

Cascade the entire team with roles of source contract type[edit]

Cascade the entire team with new common role[edit]

Cascade the entire team with different roles[edit]

Cascade the selective team roles[edit]

Copy the agreement Team to its association as per the Cascade Team configuration [edit]

Edit the Cascade Team Configuration[edit]

Delete the Cascade Team[edit]

Revision as of 17:50, 10 November 2021

Contents

Cascade Team

Configuring Contract Type to copy role from agreement to its associations

Role Mapping when creating Association in Agreement

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

Cascade the entire team with roles of source contract type

Cascade the entire team with new common role

Cascade the entire team with different roles

Cascade the selective team roles

Copy the agreement Team to its association as per the Cascade Team configuration

Edit the Cascade Team Configuration

Delete the Cascade Team

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