Compliance Management[edit]


= Compliance Management =

The Compliance Management tile enables you to go through all Commitments available and take required actions on them. It consists of the following tiles:

*Commitments 
*Fulfilling a Commitment 
*Adding Commitments to an Agreement 

== Commitments ==

Every Agreement has obligations associated with it. These obligations are known as Commitments.&nbsp;You can manage Commitments by setting up reminders, transaction clauses, review timelines and much more using the ''Commitment Management ''tile on the Dashboard.

From the&nbsp;''Commitments'' tile&nbsp;you can:

*See the complete list of Commitments available, and search Commitments in a variety of ways in the same way as for&nbsp;Agreements through&nbsp;Searching Agreements and Requests. 
*Customize this page. Refer to&nbsp;Navigating_in_ICM&nbsp;for details. 
*Go to the specific&nbsp;''Agreement Details''&nbsp;page for which the Commitment was created by clicking the ''View Record'' [[File:Eyeball.png|RTENOTITLE]]&nbsp;icon. 

== Fulfilling a Commitment ==

Every Agreement or Contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on.&nbsp;Commitment is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry.<br/> 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&nbsp;a Commitment:

1. On the ''Dashboard'', '''click '''the ''Notifications'' tile, and then the ''Commitments ''tab. List of commitments that you need to fulfil appear.
<div class="image-green-border">[[File:Commitment view.PNG|1050px|RTENOTITLE]]</div> 
2. '''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.&nbsp;&nbsp;

3. '''Select''' the checkbox to select the Commitment.&nbsp;

4. To view the selected Commitment in ICM, '''click''' ''here''.
<div class="image-green-border">[[File:Commitment Reminder123.PNG|1050px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. Under the Commitments tab,&nbsp;'''click '''the ''Take action on commitment&nbsp;[[File:Take action icon.png|RTENOTITLE]]''icon next to the Commitment that you need to take action on. 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">[[File:Commitment view2.PNG|1050px|RTENOTITLE]]</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; 
*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 appears.&nbsp;'''Type''' or '''select''' the new date from calendar.

7. In the ''File'' field, '''click''' ''Select File'' to upload supporting documents.

8. '''Click '''''Save'''''.''' The message appears as follows:

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

9. '''Click''' ''Save'''''.'''
<div class="image-green-border">'''[[File:Commitments 3.png|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.PNG|1050px|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|850x350px|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.

== 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.&nbsp;'''Click'''&nbsp;the ''View Record&nbsp;'' [[File:Eyeball.png|RTENOTITLE]] icon next to the Agreement you want to add the commitment to. The Agreement's ''Details ''page opens.

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:Adding commitment to an agreement details page 7.8.PNG|1000px|RTENOTITLE]]</div> 
3.&nbsp;'''Edit '''or '''delete''' the existing Commitment using the ''Edit Commitment'' or ''Delete Commitment'' [[File:Icon CommitmentAddDelete.JPG|RTENOTITLE]] icons.

4.&nbsp;'''Click''' the ''Add&nbsp;[[File:Add.PNG|RTENOTITLE]]''&nbsp;icon to add new commitments. The ''Add Commitment&nbsp;''window opens.&nbsp;

5. '''Enter '''necessary details of the commitment. For example, ''Commitment Type, Due Date, Business Owner.''

6. '''Click '''the&nbsp;''Add Commitment&nbsp;''button. The commitment is added in the Commitments section.&nbsp;
<div class="image-green-border">[[File:Adding commitments to an agreement add commitment window 7.8.PNG|RTENOTITLE]]</div> 
To add more Commitments, repeat steps 1 to 4.

The following icons are available next to each Commitment text:

*[[File:Add commitment3.JPG|RTENOTITLE]]&nbsp;: &nbsp;'''Click''' the icon to delete the Commitment. 
*[[File:Pencil edit.jpg|RTENOTITLE]]:&nbsp;'''Click&nbsp;'''the icon to edit the details of the Commitment. The&nbsp;''Edit Commitment&nbsp;''dialog box appears. Edit the desired fields and then&nbsp;'''click&nbsp;'''''Update Commitment. ''You can edit only the&nbsp;''Due Date&nbsp;''and&nbsp;''Business Owner&nbsp;''fields. 
*[[File:Take action image.PNG|RTENOTITLE]]: '''Click&nbsp;'''the icon to take action on the Commitment. 
<div class="image-green-border">[[File:Adding commitments to an agreement edit commitment 7.8.PNG|RTENOTITLE]]</div> 
&nbsp;

&nbsp;

&nbsp;

'''Related Topics:&nbsp;'''[[Creating_an_Agreement|Creating an Agreement]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]