| Line 104: | Line 104: | ||
Once selected, '''enter''' an appropriate value in the ''Enter Value'' field. | Once selected, '''enter''' an appropriate value in the ''Enter Value'' field. | ||
| − | 5. '''Click''' the | + | 5. '''Click''' the Add icon to add another condition. |
6. '''Click''' {} to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule. | 6. '''Click''' {} to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule. | ||
| Line 252: | Line 252: | ||
3. In the ''Select Value'' drop-down list next to the icon , select an attribute. Based on the attribute you have selected, select appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals''. Then, type the appropriate value in the text box say Mr. Someone. | 3. In the ''Select Value'' drop-down list next to the icon , select an attribute. Based on the attribute you have selected, select appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals''. Then, type the appropriate value in the text box say Mr. Someone. | ||
| − | 4. '''Click''' the | + | 4. '''Click''' the Add icon to add another condition. |
5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | 5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | ||
| Line 318: | Line 318: | ||
5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add a group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | 5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add a group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | ||
| − | 6. Under ''Actions'', in the ''Select Action'' list, '''click''' ''Select Template'', and then '''click''' the | + | 6. Under ''Actions'', in the ''Select Action'' list, '''click''' ''Select Template'', and then '''click''' the Add icon to select appropriate Template. '''Click''' ''Select Template By Condition'' under ''Actions'' to select a Template based on certain metadata such as, Created By, Created On, and Effective From. |
The ''Stop Processing More Rules'' option within a Ruleset allows you to stop evaluating further Rules for the Ruleset, if you select ''Yes'' for this option. | The ''Stop Processing More Rules'' option within a Ruleset allows you to stop evaluating further Rules for the Ruleset, if you select ''Yes'' for this option. | ||
| Line 396: | Line 396: | ||
3. In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], select an attribute. Based on the attribute you have selected, select the appropriate value. For example, under ''Conditions'', you have selected ''Contract Type Name''. Now, you have to select from ''Contains'', ''Equals'', ''Not Equals'', and ''Starts With''. Then, type the appropriate value in the text box say MSA. | 3. In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], select an attribute. Based on the attribute you have selected, select the appropriate value. For example, under ''Conditions'', you have selected ''Contract Type Name''. Now, you have to select from ''Contains'', ''Equals'', ''Not Equals'', and ''Starts With''. Then, type the appropriate value in the text box say MSA. | ||
| − | 4. '''Click''' the | + | 4. '''Click''' the Add icon to add another condition. |
5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule. | 5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule. | ||
| Line 480: | Line 480: | ||
<ol start="3"> | <ol start="3"> | ||
<li>In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], '''select''' an attribute. Based on the attribute you have selected, select the appropriate value. For example, under ''Conditions'', you have selected ''Created By'', you have to select from ''Equals'' and ''Not Equals''. Then '''type''' the appropriate value in the text box .</li> | <li>In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], '''select''' an attribute. Based on the attribute you have selected, select the appropriate value. For example, under ''Conditions'', you have selected ''Created By'', you have to select from ''Equals'' and ''Not Equals''. Then '''type''' the appropriate value in the text box .</li> | ||
| − | <li>'''Click '''the | + | <li>'''Click '''the Add icon to add another condition.</li> |
<li>'''Click [[File:Rl grp.jpg|RTENOTITLE]]''' to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.</li> | <li>'''Click [[File:Rl grp.jpg|RTENOTITLE]]''' to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.</li> | ||
<li>Under ''Actions'', '''click''' in the box next to ''Select Attribute'' to select attribute/s that you want to be selected by default (while creating a request/contract/agreement).that is if Mr. Someone is creating a request/contract/agreement, then A, B, C attributes should be displayed in ICM.</li> | <li>Under ''Actions'', '''click''' in the box next to ''Select Attribute'' to select attribute/s that you want to be selected by default (while creating a request/contract/agreement).that is if Mr. Someone is creating a request/contract/agreement, then A, B, C attributes should be displayed in ICM.</li> | ||
| Line 545: | Line 545: | ||
3. In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], select an attribute. Based on the attribute you have selected, select the appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals'', and then, '''type''' appropriate value in the text box. | 3. In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], select an attribute. Based on the attribute you have selected, select the appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals'', and then, '''type''' appropriate value in the text box. | ||
| − | 4. '''Click''' the | + | 4. '''Click''' the Add icon to add another condition. |
5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | 5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | ||
| Line 615: | Line 615: | ||
For example: In the ''Select Value'' list if you '''select''' ''Created By'', then you can select value as either ''Equals'' or ''Not Equals''. '''Click''' [[File:Owner.jpeg|RTENOTITLE]] to add a new user. | For example: In the ''Select Value'' list if you '''select''' ''Created By'', then you can select value as either ''Equals'' or ''Not Equals''. '''Click''' [[File:Owner.jpeg|RTENOTITLE]] to add a new user. | ||
| − | 4. '''Click''' the | + | 4. '''Click''' the Add icon to add another condition. |
5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | 5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | ||
| Line 631: | Line 631: | ||
Add to Team condition is addition of users to a team after the particular event occurs. For example, addition of approvers after the Agreement Created event occurs. | Add to Team condition is addition of users to a team after the particular event occurs. For example, addition of approvers after the Agreement Created event occurs. | ||
| − | '''Select''' an appropriate user role from the ''User Role'' list, and then '''click''' the | + | '''Select''' an appropriate user role from the ''User Role'' list, and then '''click''' the ''Add User'' icon. The ''Select User'' window opens.<br/> In the ''Select User'' window, '''select''' relevant user, and then '''click''' ''Add''. |
<div class="image-green-border">[[File:Select user box.jpeg|RTENOTITLE]]<br/> </div> | <div class="image-green-border">[[File:Select user box.jpeg|RTENOTITLE]]<br/> </div> | ||
'''Set Attribute Value''' | '''Set Attribute Value''' | ||
| Line 709: | Line 709: | ||
3. In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], select an attribute. Based on the attribute you have selected, select appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals''. Then, '''type''' the appropriate value in the text box. | 3. In the ''Select Value'' drop-down list next to [[File:Rule min.jpg|RTENOTITLE]], select an attribute. Based on the attribute you have selected, select appropriate value. For example, you have selected ''Created By'' as an attribute, you have to select from ''Equals'' and ''Not Equals''. Then, '''type''' the appropriate value in the text box. | ||
| − | 4. '''Click''' the | + | 4. '''Click''' the Add icon to add another condition. |
5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | 5. '''Click''' [[File:Rl grp.jpg|RTENOTITLE]] to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule. | ||
Revision as of 07:02, 13 May 2019
Contents
- 1 Rule
- 1.1 Create a Rule
- 1.2 Using Masterdata Value options in Rules Actions
- 1.3 Changes in Document Assembly will replace tags with Metadata value
- 1.4 View or Edit a Rule
- 1.5 Create a Contract Type Selection Rule
- 1.6 Create a Template Selection Rule
- 1.7 Creating an Approval Rule
- 1.8 Create a Dynamic Attribute Rule
- 1.9 Create a Dynamic Association Rule
- 1.10 Create an Event Rule
- 1.11 Create a Contract Admin Rule
- 1.12 Create a Notification Rule
- 1.13 Creating a Mandatory Association Rule
- 1.14 Create a Clause Assembly Rule
Rule
You can work with Rules in several ways.
Create a Rule
You can create rules to create Requests or Agreements using the Rules tile. For example, you can create a Rule for an Agreement to get the Supporting Documents auto attached at the predefined state. User who is provided with administrative privileges can only create Rules from Rule tile.
Using Rules you can ensure that:
- The Agreements/Contracts contain appropriate data depending on the type
- The Agreements/Contracts get executed as required
With ICM, you can create Rules for Contract Types. You can create various types of Rules only for the published Contract Types.
To create a Rule:
1. Click Configuration on My Dashboard. The Configuration page opens.
2. Click Rule on the Configuration page. The Rules page opens.
3. Click Create Rule On the Rules page. The Create Rule page opens.
The Create Rule page consists of following tabs:
- Setup
- Build
- Summary
Let us understand each tab one by one.
Setup
1. Select the Contract Type for which you want to create a Rule in the Contract Type list.
2. Type a name of the rule in the Rule Name box.
3. Type a description for the rule in the Rule Description box.
4. Select the type of the rule in the Rule Type from the Rule Type list.
For each type of a Rule, you need to select an approver role from the drop-down options.
- Approval Rule : To build a Rule that defines the conditions in which a specific user will be the approver for the Agreement.
- If you select the Rule Type as Approval Rule, the Team Role field appears. You can configure multiple approval rule sets, thus enabling greater flexibility in creating approval rules
Select the appropriate role of an approver from the following list of team roles:
- Approver
- Deviation Approver
- External Signatory
- Internal Signatory
- Reviewer
- Clause Assembly: To build a Rule that defines the conditions in which a specific clause will appear in an Agreement.
- Contract Type Selection: To build a Rule that defines the conditions in which a specific contract type will be selected while creating an Agreement.
- Dynamic Association: To build a Rule that defines the conditions in which a specific Agreement/Associated Document will be selected while creating an Agreement.
- Dynamic Attribute: To build a Rule that defines the conditions in which a specific attribute will appear while creating an Agreement.
- Set Attribute Value: Define the value of the attribute.
- Template Selection: To build a Rule that defines the conditions in which a specific template will be selected while creating an Agreement.
5. Click Next. The Build tab opens.
Build
The Build tab has the following two panes:
- Builder: You can add a Rule in this pane.
- Validate: You can type the information that is used to validate the Rule you create.
Builder
To add a Rule:
1. Click Add Rule.
2. Under Conditions, select the appropriate condition:
-
- And: All the conditions have to be fulfilled to satisfy the rule.
- Or: One of the conditions have to be fulfilled to satisfy the rule.
3. Next to the icon , in theSelect Value field select the appropriate attribute from the list provided:
-
- Parent Contract Type
- Priority
- Priority Inheritance
- Simba Reference ID
- Status
- Status Changed Date
- Template Name
- Type Of Paper
4. Based on the attribute you have selected, select appropriate value in the very next Select Value field from the list provided:
-
- Contains
- Equals
- Not Equals
- Starts With
- Has No Value: the Rule is satisfied when no value is selected for the attribute. For example, if the Contract value is 0, then the Agreement is automatically put on hold (or cancelled).
- Has A Value: the Rule is satisfied as long as the attribute has some value. For example, if the Contract Value is 1, 25,000 or 30,000,000, the Finance Approver gets added to the Agreement workflow
- Not Contain: the Rule is satisfied when the value of an attribute is blank. For example, if the City value is blank, a Rule will be triggered, which will default the name of the city to the city of the head office.
Once selected, enter an appropriate value in the Enter Value field.
5. Click the Add icon to add another condition.
6. Click {} to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.
7. Under Actions, in the Select Action list, select from the list actions.
- For example:
- Require Approval From All
- Require Approval From Any
- Select User From Attribute
8. Select actions consequent to the conditions you have set, and then enter their value. For example, under Conditions, if you select Created By Equals x User, then under Actions you may select Require Approval From Any, and then type appropriate value. that is if the user x creates an Agreement using the selected Contract Type, then it will require approval from any of the selected approvers.
9. Type the number of approvers required in the MinimumApprovers text box, and then type appropriate Step Number for those Approvers. The Agreement approval process flows sequentially according to the Step Number of the approver. When Approvers are defined based on the user attribute, the Administrator can specify a minimum number of approvals required for an Agreement before it can move to the next step in the workflow. As a result, not all Approvers configured for the specific user attribute are required to approve the Agreement.
Validate
Based on the Contract Type you select in the Setup section, relevant attributes appear in the Validate pane. The information you type in this pane validates the Rule that you create.
Click Next. The Summary tab opens.
Summary
Verify the summary of the rule, and then click Create.
The Rule created successfully message appears. The Rule appears in the Rule list of the specific Contract Type.
Creating Count Based Rules
ICM allows you to set the Rules based on the total number of selected values (count of selected values) in multi-select type Attributes.
For example, for an attribute Country Name, if the user selects more than two countries i.e. Count is Greater Than 2, then the Agreement can be sent for approval to the selected users.
The supported operators are: Equals, Greater Than, Greater Than or Equals, Less Than, Less Than or Equals, and Not Equals.
Using Masterdata Value options in Rules Actions
You can define Rules based on the Masterdata in the following ways:
- You can define Rules on Masterdata columns when lookup to the Masterdata is added as an Agreement Attribute. You can configure the list of Lookup and/or Cascade Attributes as conditions for Agreement or Contract Request Contract Types Rules, thus improving flexibility in Rules. For example, you may have a supplier Masterdata being referred in MSA Agreement Type via Supplier Country Name lookup. But, there may be scenarios where Rules are required to be configured on basis of Supplier City Name and is not available as an Attribute in the Agreement, which is now made possible.
- ICM also supports Masterdata value options in theActions section of Rules, so that you can define Rules without having the Cascade Attribute on the Contract Type where the Rule is being written. For example, if multiple signatories are part of a Lookup Masterdata record, we can now define the Rule (such as – Select User From Attribute) on the Masterdata record itself and use them in the Rule directly, instead of defining Cascade Lookup Attributes in the Agreement. This drastically reduces the time and effort to create and maintain a large number of Attributes for Agreement Contract Types.
Create Rules for Multi-party Agreements
Rules can be written for individual attributes of an Association (as done for parent Contract Types). All attributes for Associations are available for the given Rule conditions. You can search selected values on an Agreement or an Associated Document. Depending on the type of the attribute, standard operators are applicable. For example, Contains, Starts With, Equals, Greater Than, and so on.
Rules can also accommodate the count of the Associations so that you can add Clauses based on the count of the Associations. If you Select All or Select Any, there is no need to specify the count of the Associations to satisfy the rule. However, when selecting the option Select Count, you need to specify the number of Associations, irrespective of the attribute value, that should meet the condition and satisfy the Rule. This rule applies to any type of Association, parent/child or peer.
However, if the attribute belongs to an Association, the following additional filter Conditions are available for all the Rules:
- Select All: If all the Associations satisfy the condition
- Select Any: If any Association satisfies the condition
- Select Count: If the number of Associations specified satisfy the condition
For a multi-division Agreement, you can write Rules based on individual instances of the multi-value attributes.
Rules can accommodate the count of the Associations, besides Select All and Select Any Conditions. If you Select All or Select Any, there is no need to specify the count of the Associations to satisfy the Rule. However, when you Select Count, then you need to specify the number of Associations, irrespective of the attribute value, that should meet the condition and satisfy the Rule.
If you have more than two Associations, the values of the attributes are irrelevant. The count of the Association takes precedence.
Changes in Document Assembly will replace tags with Metadata value
When Rules are written based on the Attributes of the Association, the Rules support tagging of the Metadata that belongs to the Association. The Associations may either be parent-child or peer. After the content control tag is entered, the value of the associated instances’ metadata is placed in the content control as shown in the example below.
Example:
1. The saved search for the Agreement is sorted based on the Agreement Code.
2. After the content control tag is entered, the value of the associated instances metadata is placed in the content control.
3. If the value taken from the Agreement above was Acme Inc. for the first instance, then it will be displayed as shown in the figure after Edit or Publish.
View or Edit a Rule
In ICM, you can View, Edit, Copy, Activate, Deactivate, or Lock a Rule. Follow these steps to View or Edit a Rule:
1. Click the Configuration tile on My Dashboard.
2. ClickRule. The Rules page opens.
3. Select the appropriate Contract Type from the Select Contract Type drop-down. A list of Rules that are created for the selected Contract Type appear. You can use the filters provided in each column to find the desired Rule.
4. Select the check box next to the Rule name, and then click Delete to delete the Rule.
Choose one of the following icons:
: Click to activate the selected Rule.The Rule will no more be applicable to the associated Contract Type. * 
:Click to deactivate the selected Rule.The Rule will be applicable to the associated Contract Type. *
: Click to edit the selected Rule. On the Edit Rule page, edit appropriate information. and click Update.
- Editing the Rule automatically locks it. *When updating the Rule, there is a checkbox option (default – unchecked) on the Edit Rule page, indicating that the Rule will be unlocked on update. If checked, the Rule stays locked for the other users. *
: Click to copy the selected Rule for another Contract Type. In the Copy Rule dialog box, select Contract Type, type the Rule name, and then click Copy. The Rule becomes applicable for another Contract Type that you selected. *
: Click to view the details of the selected Rule. The Rule Summary page appears where you can view the Rule details of the selected Rule. *
: Click to view the Audit Logs of the Rule. Audit Logs screen contains the complete history of the specific Rule. Here, you can track all the changes made to the Rules, including the deletion. Editing a rule set inside a Rule creates a hyperlink Hide/Show All Changes next to that log. Click the hyperlink to see the Old and New values. *
: This icon indicates that the Ruleset is available for editing. Click to lock a Rule or a Ruleset, so that other users can not edit the Rule until you unlock it. *
: This icon indicates that the Ruleset is locked. When a user hovers over the icon the name of the user who has locked the Rule is displayed.
Create a Contract Type Selection Rule
When you are creating an Agreement from a Contract Request, the Contract Type Selection rule defines which Contract Type should be selected.
With ICM, you can create Rules for Contract Types. You can create various types of Rules only for the published Contract Types.
To create a Contract Type Selection Rule:
1. Click Configuration on My Dashboard. The Attributes page opens.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The Create Rule page consists of following tabs:
- Setup
- Build
- Summary
Let us understand each tab one by one.
Setup
1.Select the Contract Type for which you want to create a Rule in the Contract Type list.
2.Type a name of the Rule in the Rule Name box.
3.Type a description for the Rule in the Rule Description box.
4. Select Contract Type Selection in the Rule Type list.
5. Click Next. The Build tab opens.
Build
The Build tab has the following panes:
- Builder: You can add a rule in this pane.
- Validate: You can type the information that is used to validate the rule you create.
Builder
To add a Rule:
1.Click Add Rule.
2. Under Conditions, select from the following options:
- And: All the conditions have to fulfilled to satisfy the Rule.
- Or: One of the conditions have to be fulfilled to satisfy the Rule.
3. In the Select Value drop-down list next to the icon , select an attribute. Based on the attribute you have selected, select appropriate value. For example, you have selected Created By as an attribute, you have to select from Equals and Not Equals. Then, type the appropriate value in the text box say Mr. Someone.
4. Click the Add icon to add another condition.
5. Click 
to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.
Click 
next to Select Contract Type under Actions to select the Contract Type that you want to be selected by default (while creating a contract/agreement from request), that is if a request is Created By Mr. Someone, then while creating a Contract/Agreement from the request, the given Contract Type will be selected by default.
Validate
Based on the Contract Type you select in the Setup tab, relevant attributes appear in the Validate pane. The information you type in this pane validates the Rule that you create.
Click Next. The Summary tab opens.
Summary
Verify the summary of the Rule, and then click Create. The Rule created successfully message appears.
The Rule appears in the Rule list of the specific Contract Type.
Create a Template Selection Rule
You can select Templates to use them in the agreement creation process. Using Template Selection Rules, you can specify which Templates should appear under specific conditions. The Templates appear in the Templates tab in the Agreement Creation process.
You can create multiple sets of Template Selection Rules allowing you to manage similar Rules with ease.
To create a Template Selection Rule:
1. Click Configuration on My Dashboard.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The Create Rule page consists of the following tabs:
- Setup
- Build
- Summary
Setup
1. Select the Contract Type for which you want to create a Rule from the Contract Type list.
2. Type a name of the Rule in the Rule Name box. It must be a unique name. Two Rules or Rulesets cannot have the same name.
3. Type a description for the Rule in the Rule Description box.
4. Select Template Selection in the Rule Type list.
5. Click Next to go to the Build tab.
Build
The Build tab has the following tabs:
- Builder : You can add a Rule here.
- Validate : You can type the information that is used to validate the Rule you create.
Builder
1. Click Add Rule.
2. Under Conditions, select from the following :
- And: All the conditions have to be fulfilled to satisfy the Rule.
- Or: One of the conditions have to be fulfilled to satisfy the Rule.
3. In the Select Value drop-down list next to 
, select a condition. Based on the condition you have selected, select the subsequent effect in the next drop-down list. For example, you have selected Contract Type Name, then you can select from Contains, Equals, Not Equals, and Starts With. Then, type the appropriate value in the text box say (name of the Contract Type).
4.Click the Add icon to add another condition.
5. Click to add a group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.
6. Under Actions, in the Select Action list, click Select Template, and then click the Add icon to select appropriate Template. Click Select Template By Condition under Actions to select a Template based on certain metadata such as, Created By, Created On, and Effective From.
The Stop Processing More Rules option within a Ruleset allows you to stop evaluating further Rules for the Ruleset, if you select Yes for this option.
Validate
Click the Validate tab. Based on the Contract Type you select in the Setup tab, relevant attributes appear in this tab. You can type information that is relevant to the Rule(s) you just specified.
Click the Validate button to validate the Rule that you created. You can also see the preview of the selected Template and Template Variables values provided in the Validation tab.
Summary
Verify the summary of the Rule, and then click Create. The Rule created successfully message appears.
The Rule appears in the list of Rules of the specific Contract Type.
Creating an Approval Rule
In the Approval Rle, you can define conditions in which a certain user will be the Approver of an Agreement.
You can create the Approval Rule for:
- Agreements
- Clauses
- Templates
To create an Approval Rule:
1. Click Configuration on My Dashboard. The Configuration page opens.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The Create Rule page consists of the following tabs:
- Setup
- Build
- Summary
Setup
1. Select the Contract Type for which you want to create a Rule from the Contract Type list.
2. Type a name of the Rule in the Rule Name box.
3. Type a description for the Rule In the Rule Description box.
4. Select the Approval Rule in the Rule Type list. The Team Role field is displayed.
5. Select the appropriate role of an approver from the following list of roles:
-
-
- Approver
- Deviation Approver
- External Signatory
- Internal Signatory
- Reviewer
-
6. Click Next. The Build tab appears.
Build
The Build tab has the following two tabs:
- Builder : You can add a Rule here.
- Validate : You can type the information that is used to validate the Rule you create.
Builder
Follow the procedure below to add a Rule:
1. Click Add Rule.
2. Under Conditions, select from the following:
- And: All the conditions have to fulfilled to satisfy the rule.
- Or: One of the conditions have to be fulfilled to satisfy the rule.
3. In the Select Value drop-down list next to , select an attribute. Based on the attribute you have selected, select the appropriate value. For example, under Conditions, you have selected Contract Type Name. Now, you have to select from Contains, Equals, Not Equals, and Starts With. Then, type the appropriate value in the text box say MSA.
4. Click the Add icon to add another condition.
5. Click to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.
6. Under Actions, in the Select Action list, select from the list of actions.
For example:
- Require Approval From All
- Require Approval From Any
- Require Approval From All By Condition
- Require Approval From Any By Condition
- Select User From Attribute
7. Select actions consequent to the conditions you have set, and then type their value.
- For example, under Conditions, if you select Created By Equals x User, then under Actions you may select Require Approval From Any, and then type the appropriate value.
that is if the user x creates agreement using the selected contract type, then it will require approval from any of the selected approvers.
8. Type the number of approvers required in the MinimumApprovers text box, and then type the appropriate Step Number for those approvers.
The Agreement approval process flows sequentially according to the Step Number of the approver.
b] Validate
Based on the Contract Type you select in the Setup tab, relevant attributes appear in the Validate pane.
The information you type in this pane validates the rule that you create.
Click Next. The Summary tab appears.
Summary
Verify the summary of the Rule, and then click Create. The Rule created successfully message appears.
The Rule appears in the list of Rules of the specific Contract Type.
Create a Dynamic Attribute Rule
In the Dynamic Attribute rule, you can define conditions in which a certain attribute appears while creating an Agreement.
To create a dynamic attribute rule:
1. Click Configuration on My Dashboard. The Configuration page opens.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The Create Rule page consists of following tabs:
- Setup
- Build
- Summary
Let us understand each tab one by one.
Setup
1. Select the Contract Type for which you want to create a rule from the Contract Type list.
2. Type a name of the rule in the Rule Name box.
3. Type a description for the rule in the Rule Description box.
4. Select Dynamic Attribute from the Rule Type list.
5. Click Next. The Build tab appears.
Build
The Build tab has the following panes:
- Builder : You can add a rule in this pane.
- Validate : You can type the information that is used to validate the rule you create.
Builder
1. Click Add Rule.
2. Under Conditions, select from the following:
-
- And: All the conditions have to fulfilled to satisfy the rule.
- Or: One of the conditions have to be fulfilled to satisfy the rule.
- In the Select Value drop-down list next to
, select an attribute. Based on the attribute you have selected, select the appropriate value. For example, under Conditions, you have selected Created By, you have to select from Equals and Not Equals. Then type the appropriate value in the text box . - Click the Add icon to add another condition.
- Click
to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule. - Under Actions, click in the box next to Select Attribute to select attribute/s that you want to be selected by default (while creating a request/contract/agreement).that is if Mr. Someone is creating a request/contract/agreement, then A, B, C attributes should be displayed in ICM.
b] Validate
Based on the Contract Type you select in the Setup tab, relevant attributes appear in the Validate pane.The information you type in this pane validates the rule that you create.
Click Next. The Summary tab appears.
Summary
Verify the summary of the rule, and then click Create. The Rule created successfully message appears.
The rule appears in the rule list of the specific Contract Type.
Create a Dynamic Association Rule
The Dynamic Association Rule enables you to associate supporting documents for a particular Contract Type.
To create a dynamic association rule:
1. Click Configuration on My Dashboard . The Attributes page opens.
2. Click Rule. The Rules page opens.
3. Click Create Rule.
The Create Rule page opens which consists of the following tabs.
- Setup
- Build
- Summary
Let us understand each tab one by one.
Setup
1. Select the Contract Type for which you want to create a rule from the Contract Type list.
2. Type a name of the rule in the Rule Name box.
3. Type a description for the rule in the Rule Description box.
4. Select Contract Type Selection In the Rule Type list.
5. Click Next. The Build tab opens.
Build
The Build tab has the following two panes:
- Builder: You can add a Rule in this pane.
- Validate: You can type the information that is used to validate the Rule you create.
Builder
1. Click Add Rule.
2. Under Conditions, select from the following:
- And: All the conditions have to fulfilled to satisfy the Rule.
- Or: One of the conditions have to be fulfilled to satisfy the Rule.
3. In the Select Value drop-down list next to , select an attribute. Based on the attribute you have selected, select the appropriate value. For example, you have selected Created By as an attribute, you have to select from Equals and Not Equals, and then, type appropriate value in the text box.
4. Click the Add icon to add another condition.
5. Click to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.
6. Click the icon next to Select Contract Type under Actions to select the Contract Type that you want to be selected by default (while creating an Agreement from a Request) that is if a request is created by any user, then while creating an Agreement from the Request, the given Contract Type will be selected by default.
Validate
Based on the Contract Type you select in the Setup tab, relevant attributes appear in the Validate pane. The information you type in this pane validates the Rule that you create.
Click Next. The Summary tab opens.
Summary
Verify the summary of the rule, and then click Create. The Rule created successfully message appears. The rule appears in the list of Rules of the specific Contract Type.
Create an Event Rule
With ICM, you can define an Event Rule for a Contract Request, Agreement, and an Associated Document. The Event Rule helps you to setup a condition that triggers when that particular event occurs. You can define an Event Rule for an entity at different stages such as create, send for approval, approve, update, delegate, and so on.
To create an Event Rule:
1. Click Configuration tile on My Dashboard. The Attributes page opens.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The create rule page consists of the following tabs:
- Setup
- Build
- Summary
Setup
1. Select the Contract Type for which you want to create a rule in the Contract Type list.
2. Type a name of the Rule in the Rule Name box.
3. Type a description for the Rule in the Rule Description box.
4. Select the Event Rule in the Rule Type list. The Event list appears.
5. Select an appropriate category in the Event list.
6. Click Next. The Build tab appears.
Build
Under Build tab, you can add conditions of the rule as well as validations.
The Build tab has the following two panes:
- Builder : You can add a Rule in this pane.
- Validate : You can type the information that is used to validate the Rule you create.
Builder
1. Click Add Rule.
2. Under Conditions, select from the following:
- And: All the conditions have to fulfilled to satisfy the Rule.
- Or: One of the conditions have to be fulfilled to satisfy the Rule.
3. Select an appropriate attribute value in the Select Value list. Based on your selection the value field is populated.
For example: In the Select Value list if you select Created By, then you can select value as either Equals or Not Equals. Click 
to add a new user.
4. Click the Add icon to add another condition.
5. Click to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.
6. Under Actions, in the Select Action list, select from following the list of actions.
For example:
- Add to Team
- Set Attribute Value
- Select User From Attribute
Add to Team
Add to Team condition is addition of users to a team after the particular event occurs. For example, addition of approvers after the Agreement Created event occurs.
Select an appropriate user role from the User Role list, and then click the Add User icon. The Select User window opens.
In the Select User window, select relevant user, and then click Add.
Set Attribute Value
Set Attribute Value condition is setting an attribute value that appears after the particular event occurs.
Click Set Values. The Set Attribute Value dialogue box appears. In the Set Attribute Value dialogue box, you can set a specific attribute value for that event. For example, you can regulate an event for a specific organization unit by selecting an appropriate organization department. This ensures that only those department users will have an access to the event.
In the Organization Unit box, click 
. The Select Organization Unit window opens. Select a department and click OK.
Select User From Attribute
Select User From Attribute condition is addition of users from the user attributes. For example, addition of approvers from the attribute Modified By after the Agreement Created event occurs.
Select an appropriate user role from the User Role list, and then select an appropriate category in the UserTypeAttribute list.
Validate
Based on the Contract Type you select in the Setup tab, relevant attributes appear in the Validate pane.
The information you type in this pane validates the rule that you create.
7. Click Next. The Summary tab appears.
Summary
8. Verify the summary of the Rule, and then click Update. The Rule created successfully message appears.
The Rule appears in the list of Rules for the specific Contract Type.
Create a Contract Admin Rule
In the ICM, you can create various types of Rules for various Contract Types. Rules can only be created for published Contract Types.
In the Contract Admin Rule, you can define a Contract Admin user through any of the user attributes of that Contract Request, by using the Select User From Attribute option. This provides more flexibility in identifying the Contract Admin user who creates Agreement based on the Contract Request.
To create a Contract Admin Rule:
1. Click Configuration on My Dashboard. The Configuration page opens.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The Create Rule page consists of following tabs:
- Setup
- Build
- Summary
Let us understand each tab one by one.
1. Select the Contract Type for which you want to create a rule in the Contract Type list.
2. Type a name of the rule in the Rule Name box.
3. Type a description for the rule in the Rule Description box.
4. Select Approval Rule in the Rule Type list.
5. Select Contract Admin in the Team Role list.
6. Click Next. The Build tab appears.
Build
Build tab has the following panes:
- Builder: In this pane, you add a Rule.
- Validate: In this pane,you type the information that is used to validate the Rule you create.
Builder
To add a Rule,
1. Click Add Rule.
2. Under Conditions, select from the following options:
- And: All the conditions have to fulfilled to satisfy the Rule.
- Or: One of the conditions have to be fulfilled to satisfy the Rule.
3. In the Select Value drop-down list next to , select an attribute. Based on the attribute you have selected, select appropriate value. For example, you have selected Created By as an attribute, you have to select from Equals and Not Equals. Then, type the appropriate value in the text box.
4. Click the Add icon to add another condition.
5. Click to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.
6. Click the icon next to Select Contract Type under Actions to select the contract type that you want to be selected by default (while creating an Agreement from Request).that is if a request is created by any user, then while creating an Agreement from the Request, the given Contract Type will be selected by default.
Validate
Based on the Contract Type you select in the Setup tab, relevant attributes appear in the Validate pane. The information you type in this pane validates the Rule that you create.
Click Next. The Summary tab appears.
Summary
Verify the summary of the Rule, and then click Create. The Rule created successfully message appears.
The Rule appears in the list of Rules of the specific Contract Type.
Create a Notification Rule
Notifications are sent to the users added in a Team. However, they may sometimes be sent to users who are not a part of the conventional team. To do this, a Rule must be created and to do so, a subscription must be added.
Creating a Notification Rule
1. Click Configuration on My Dashboard. The Configuration page opens.
2. Click Rule tile on Configuration page. The Rule page opens.
3. Click Create Rule. The Create Rule page opens.
4. Enter the details in Setup, Build and Summary tabs.
5. Select the Contract Type as Non Disclosure Agreement.
6. Enter the Rule Name as Notification Rule.
7. Enter the Rule Description.
8. Select the Rule type as Notification Rule.
9. Select the relevant Subscription or create the Subscription.
10. Select the Build tab.
- Click Add Rule button to add conditions and actions.
- Enter the appropriate Condition using And as well as Or conditions.
- Use Add Condition button to add one or multiple conditions. Use Add Group button to add one or multiple groups.
- Enter the appropriate Actions. You can select the recipient(s) for the selected action.
- Select the Validate tab to validate the Rule.
11. Select the Summary tab to view a preview of the Rule.
12. Click Create to save the Rule.
Creating a Mandatory Association Rule
In a mandatory Association rule you can define certain conditions to evaluate whether any associations are mandatory for an agreement.
To create a Mandatory Associations rule:
1. Click Configuration on My Dashboard. The Configuration page opens.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The Create Rule page consists of following tabs:
- Setup
- Build
- Summary
Let us understand each tab one by one.
Setup
1. Select the Contract Type for which you want to create a rule from the Contract Type list.
2. Type a name of the rule in the Rule Name box.
3. Type a description for the rule In the Rule Description box.
4. Select Mandatory Association from the Rule Type list.
5. Click Next. The Build tab appears.
Build
The Build tab has the following two panes:
- Builder : You can add a rule in this pane.
- Validate : You can type the information that is used to validate the rule you create.
Builder
Follow the procedure below to add a rule:
1. Click Add Rule.
2. Under Conditions, select from the following:
- And: All the conditions have to fulfilled to satisfy the rule.
- Or: One of the conditions have to be fulfilled to satisfy the rule.
3. In the Select Value drop-down list next to , select an attribute. Based on the attribute you have selected, select the appropriate value. For example, under Conditions, you have selected Contract Type Name as MSA. Now define your condition. For example, if the selected MSA agreement, has an attribute Country and it's value India.
4. Click to add another condition.
5. Click to add another group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the rule.
6. Under Actions, in the Select Action list, select from the list of actions. Select actions consequent to the conditions you have set, and then type their value. For example, then select Association as MSA peer.
Validate
Based on the Contract Type you select in the Setup tab, relevant attributes appear in the Validate pane.
The information you type in this pane validates the rule that you create.
Click Next. The Summary tab appears.
Summary
Verify the summary of the rule, and then click Create. The Rule created successfully message appears.
The rule appears in the list of Rules of the specific Contract Type.
Create a Clause Assembly Rule
The Agreement Templates use Clauses. Clauses can be manually added to the Agreement Template or a Clause Assembly Rule can be created to add all the relevant clauses to the Templates.
You can create multiple sets of Clause Assembly Rules allowing you to manage similar Rules with ease.
To create a Clause Assembly Rule:
1. Click Configuration on My Dashboard.
2. Click Rule. The Rules page opens.
3. Click Create Rule. The Create Rule page opens.
The Create Rule page consists of the following tabs:
- Setup
- Build
- Summary
Setup
1. Select the Contract Type for which you want to create a Rule from the Contract Type list.
2. Type a name of the Rule in the Rule Name box. It must be a unique name. Two Rules or Rulesets cannot have the same name.
3. Type a description for the Rule in the Rule Description box.
4. Select Clause Assembly in the Rule Type list.
5. Click Next to go to the Build tab.
Build
The Build tab has the following tabs:
- Builder : You can add a Rule here.
- Validate : You can type the information that is used to validate the Rule you create.
Builder
1. Click Add Rule.
2. Under Conditions, select from the following :
- And: All the conditions have to be fulfilled to satisfy the Rule.
- Or: One of the conditions have to be fulfilled to satisfy the Rule.
3. In the Select Value drop-down list next to , select a condition. Based on the condition you have selected, select the subsequent effect in the next drop-down list. For example, you have selected Contract Type Name, then you can select from Contains, Equals, Not Equals, and Starts With. Then, type the appropriate value in the text box say (name of the Contract Type).
4. Click to add another condition.
5. Click to add a group of conditions. When you add a group, all the conditions in the group should be fulfilled to satisfy the Rule.
6. Under Actions, in the Select Action list, click Select Clause, and then click to select appropriate clause. For example, for the selected Contract type, if the Annual Revenue Equals 300000, then (this is the condition) the Action is Select the Deviation Analysis Clause.
7. The Stop Processing More Rules option within a Ruleset allows you to stop evaluating further Rules for the Ruleset, if you select Yes for this option.
Validate
Click the Validate tab. Based on the Contract Type you select in the Setup tab, relevant attributes appear in this tab. You can type information, validate the Rule that you created. For example, find the Attribute (Annual Revenue, in this case) that you had entered in the Rule Builder, insert the same value there (30000).
The system evaluates the Rule and displays the Rule Validation Summary. Click Next. The Summary tab opens.
Summary
Verify the summary of the Rule, and then click Create. The Rule created successfully message appears.
The Rule is displayed in the list of Rules of the specific Contract Type.
Related Topics: Agreement Management | Configuration
