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= Compliance Management =
 
= Compliance Management =
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*Fulfilling a Commitment  
 
*Fulfilling a Commitment  
 
*Adding Commitments to an Agreement  
 
*Adding Commitments to an Agreement  
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<div class="image-green-border">[[File:7.12 Compliance Management.PNG|720px|7.12 Compliance Management]]</div>
 
== Understanding Commitments ==
 
== Understanding Commitments ==
  
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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.
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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 ''Home ''page.
  
 
From the&nbsp;''Commitments'' tile&nbsp;you can:
 
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.  
 
*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.  
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*Customize this page. Refer to&nbsp;Navigating in ICM&nbsp;for details.  
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*Customize this page. Refer to&nbsp;Navigating in ICI&nbsp;for details.  
 
*Go to the specific&nbsp;''Agreement Details''&nbsp;page for which the Commitment was created by clicking the ''View Record'' &nbsp;icon.  
 
*Go to the specific&nbsp;''Agreement Details''&nbsp;page for which the Commitment was created by clicking the ''View Record'' &nbsp;icon.  
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*Send customized manual notifications for individual or bulk Commitments.
  
 
== Adding Commitments to an Agreement ==
 
== Adding Commitments to an Agreement ==
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To add a Commitment:
 
To add a Commitment:
  
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1.&nbsp;'''Click'''&nbsp;the ''View Record&nbsp;'' &nbsp;icon next to the Agreement you want to add the commitment to. The Agreement's ''Details ''page opens.
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1.&nbsp;'''Click'''&nbsp;the ''View Record&nbsp;'' icon next to the Agreement you want to add the commitment to. The Agreement&nbsp;''Details ''page opens.
  
 
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;
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<div class="image-green-border">[[File:Adding commitment to an agreement details page 7.8.PNG|1000px|RTENOTITLE]]</div>  
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<div class="image-green-border">[[File:Adding commitment to an agreement details page 7.8 gr action.png|720px|Adding commitment to an agreement details page 7.8 gr action.png]]</div>  
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3.&nbsp;'''Edit '''or '''delete''' the existing Commitment using the ''Edit Commitment'' or ''Delete Commitment'' [[File:Icon CommitmentAddDelete.JPG|RTENOTITLE]] icons.
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3. '''Click '''''Select Action ''(3 dots) icon next to the ''Commitment ''text. The available actions are displayed in a drop-down.
  
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4.&nbsp;'''Click''' the ''Add&nbsp;''&nbsp;icon to add new commitments. The ''Add Commitment&nbsp;''window opens.&nbsp;
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4.&nbsp;'''Edit '''or '''delete''' the existing Commitment using the ''Edit Commitment'' or ''Delete Commitment&nbsp;''icons.
  
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5. Enter the necessary details:
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5.&nbsp;'''Click''' the ''Add&nbsp;''&nbsp;icon to add new commitments. The ''Add Commitment&nbsp;''window opens.&nbsp;
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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.  
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**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   
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<div class="image-green-border">[[File:Adding commitments add commitment window 7.8.PNG|Add Commitment window]]</div> <div class="image-green-border">
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<div class="image-green-border">[[File:Adding commitments add commitment window 7.8.PNG|720px|Add Commitment window]]</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.  
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*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 ICM '''click''' the desired user name from the list&nbsp;and '''click '''''Add''. You can also search the user(s) using the Search&nbsp;icon. You can add three&nbsp;types of Business users from the Select User window: Internal User, External User with Login privileges, External User without Login privileges
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*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;  
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<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>
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[[File:Adding commitments select user window 7.8.PNG|1000px|Select User window]]
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[[File:Adding commitments select user window 7.8.PNG|720px|Select User window]]
 
<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="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>  
 
'''Adding an External User''':&nbsp;
 
'''Adding an External User''':&nbsp;
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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.
  
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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 ICM notifications in the selected language.
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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.
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<div class="image-green-border">[[File:Adding commitments Create External User window 7.8.png|Create External User window]]</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 ICM. You can track compliance with the terms and conditions of the Agreement/Amendment holistically.</div>  
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<div class="image-green-border">[[File:Adding commitments Create External User window 7.8.png|360px|Create External User window]]</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>  
 
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.
  
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The following icons are available next to each Commitment text:
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6.'''Click '''the ''Select Action'' (3 dots) icon next to each ''Commitment ''text. The drop-down with available actions opens. The actions are:
  
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*[[File:Add commitment3.JPG|RTENOTITLE]]&nbsp;: &nbsp;'''Click''' the icon to delete the Commitment.  
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*''Delete Commitment''&nbsp;: &nbsp;'''Click''' the action to delete the Commitment.  
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*[[File:Pencil edit.jpg|RTENOTITLE]]:&nbsp;'''Click&nbsp;'''the icon to edit the details of the Commitment. The&nbsp;''Edit Commitment&nbsp;''window opens. 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.  
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*''Edit Commitment '':&nbsp;'''Click&nbsp;'''the action to edit the details of the Commitment. The&nbsp;''Edit Commitment&nbsp;''window opens. 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.  
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*[[File:Take action image.PNG|RTENOTITLE]]: '''Click&nbsp;'''the icon to take action on the Commitment.  
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*''Copy Commitment''&nbsp;:&nbsp;'''Click''' the action to copy the Commitment to create new one.  
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<div class="image-green-border">[[File:Adding commitments to an agreement edit commitment 7.8.PNG|RTENOTITLE]]</div>  
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*''Take action on commitment''&nbsp;: '''Click&nbsp;'''the action to take action on the Commitment.
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*''Send Notification''&nbsp;:&nbsp;'''Click''' the action to send manual notifications for the Commitment.  
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<div class="image-green-border">[[File:Adding commitments to an agreement edit commitment 7.8.PNG|560px|RTENOTITLE]]</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.
  
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To fulfil&nbsp;a Commitment:
 
To fulfil&nbsp;a Commitment:
  
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1. On the ''Dashboard'', '''click '''the ''Notifications'' tile, and then the ''Commitments ''tab. List of commitments that you need to fulfil appear.
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1. '''C''''''lick '''the ''Notifications'' on the ''Home ''page. The ''Notification Dashboard'' opens.
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<div class="image-green-border">[[File:Commitment view.PNG|1050px|RTENOTITLE]]</div>
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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;
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3. '''Select''' the checkbox to select the Commitment.&nbsp;
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2.&nbsp;'''Click '''the&nbsp;''Commitments ''tab. List of commitments that you need to fulfil are displayed.
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<div class="image-green-border">[[File:Commitment view.PNG|720px|RTENOTITLE]]</div>
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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.&nbsp;&nbsp;
  
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4. To view the selected Commitment in ICM, '''click''' ''here''.
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4. '''Select''' the checkbox to select the Commitment.&nbsp;
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<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>  
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5. '''Click'''&nbsp;''here t''o view the selected Commitment in ICI.
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<div class="image-green-border">[[File:Commitment Reminder123.PNG|720px|RTENOTITLE]]</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:
 
6. In the ''Add Action Details'' tab, enter the following information:
  
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9. '''Click''' ''Save'''''.'''
 
9. '''Click''' ''Save'''''.'''
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<div class="image-green-border">'''[[File:Commitments 3.png|RTENOTITLE]]'''</div>  
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<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;
 
10. '''Click&nbsp;'''''Select fields&nbsp;''to add the&nbsp;''Commitment State&nbsp;''attribute to the Attributes list for a particular Agreement.&nbsp;
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<div class="image-green-border">[[File:Commitment view3.PNG|1050px|RTENOTITLE]]</div>  
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<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;
 
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;
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<div class="image-green-border">[[File:Agreement Management- Commitments- Apply Select Fields.png|850x350px|Agreement Management- Commitments- Apply Select Fields.png]]</div>  
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<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.
 
''Search ''allows you to search the customized values and the facet ''Search ''displays values of the commitment state and the count.
  
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&nbsp;
 
&nbsp;
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== Send Manual Notifications for Commitments from Commitment-Agreement page ==
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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;
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To send notification for Commitment(s) from agreement-commitment page:
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#'''Click''' ''Agreement Management'' >''Agreement ''on the ''Home ''page. The ''Agreement ''index page opens.
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#'''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.
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#'''Select '''the ''Commitments ''tab on the left navigation panel. The list of commitments belonging to the agreement opens.
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#'''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.
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#'''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.
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<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">
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<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>
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<li>'''Click&nbsp;'''the&nbsp;checkbox next to the&nbsp;''Send Bulk Notification'' action&nbsp;to select all ''Commitments ''together.</li>
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<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>
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</ol>
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<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>
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&nbsp;
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=== Customizing&nbsp;Notification Template ===
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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;
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To edit and customize existing notification template:
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#'''Click '''''User Administration'' > ''Notification Settings ''> ''Subscription ''on the ''Home ''page. The ''Subscriptions ''page opens.
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<div class="image-green-border">[[File:7.12 Commitment notification 3.png|720px|7.12 Commitment notification 3.png]]</div> <ol start="3">
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<li>'''Click''' ''Edit ''next to the ''Subscription'' you want to customize. For example, ''TriggeredNotificationReminder''. The ''Edit Subscription'' page opens.</li>
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<li>'''Edit '''the ''Template ''and '''click '''''Next''.</li>
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<li>'''Verify '''the details and&nbsp;'''click''' ''Save. ''The ''Template'' will be updated''.''</li>
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</ol>
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<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>
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=== Accessing Commitment Notification ===
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The recipients can access the ''Commitment Notifications ''from:&nbsp;
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*''Notification Dashboard''
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*Personal E-mail account
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To access from the&nbsp;''Notification Dashboard'':
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#'''Click '''''Notifications ''on ''Home ''page. The ''Notifications Dashboard ''opens.
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#'''Click '''''Commitment Notifications ''> ''Commitment Reminder''. The list of notification opens.
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#'''Click '''the&nbsp;checkbox next to the ''Commitment Reminder&nbsp;''you want to view. The selected notification opens.
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<div class="image-green-border">[[File:7.12 Commitment notification 5.png|720px|7.12 Commitment notification 5.png]]</div>
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&nbsp;
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== Copying existing commitments ==
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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.
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<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>
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To copy a ''Commitment'':
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#'''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.
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#'''Click '''the ''Commitments ''tab in the left navigation. The existing commitments are displayed if any.&nbsp;
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<div class="image-green-border">[[File:7.12 Copy Commitment 1.png|720px|7.12 Copy Commitment 1.png]]</div> <ol start="3">
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<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>
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<li>'''Click '''''Copy Commitment.'' The ''Add Commitment ''window opens.&nbsp;</li>
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</ol>
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<div class="image-green-border">[[File:7.12 Copy Commitment 2.png|720px|7.12 Copy Commitment 2.png]]</div>
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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.
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<div class="image-green-border">[[File:7.12 Copy Commitment 3.png|720px|7.12 Copy Commitment 3.png]]</div> <ol start="5">
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<li>'''Edit '''the attributes if required.</li>
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<li>'''Click '''''Add Commitment''. The commitment is created and added to the agreement. For example, the commitment ''Transaction'' is added to the agreement.</li>
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</ol>
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<div class="image-green-border">[[File:7.12 Copy Commitment 4.png|720px|7.12 Copy Commitment 4.png]]</div>
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Similarly, commitments can be copied for amendments.<br/> Once added, the copied commitment will behave as a normal commitment.<br/> &nbsp;
  
 
&nbsp;
 
&nbsp;
  
 
'''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 06:46, 11 September 2020

 

 

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
7.12 Compliance Management

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 Commitment Management tile on the Home page.

From the Commitments 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 Record  icon.
  • Send customized manual notifications for individual or bulk Commitments.

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 Record  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. 

Adding commitment to an agreement details page 7.8 gr action.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  icon to add new commitments. The Add Commitment window opens. 

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
Add Commitment window
  • 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.
  • 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.

Select User window

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.

Create External User window
 
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 Commitment text. The drop-down with available actions opens. The actions are:

  • Delete Commitment :  Click the action to delete the Commitment.
  • Edit Commitment : Click the action to edit the details of the Commitment. The Edit Commitment window opens. Edit the desired fields and then click Update Commitment. You can edit only the Due Date and Business Owner fields.
  • Copy Commitment : Click the action to copy the Commitment to create new one.
  • Take action on commitment : Click the action to take action on the Commitment.
  • Send Notification : Click the action to send manual notifications for the Commitment.
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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. 'C'lick the Notifications on the Home page. The Notification Dashboard opens.

2. Click the Commitments tab. List of commitments that you need to fulfil are displayed.

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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.

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5. Under the Commitments tab, click the Select Action (3 dots) icon next to the Commitment that you need to take action on. The drop-down with available actions is displayed.
6. Select Take action on commitment. A pop-up window opens to display the Add Action Details and the Commitment Details for the Commitment. 
 
Commitment view2 gr action.png

6. In the Add Action Details tab, enter the following information:

  • In the Action Taken box, type the details of the action you have taken on the Commitment. 
  • In the Action Date box, type or select the action date from the calendar.
  • In the Remarks box, type your remarks if any. 
  • In the Commitment status list, select one of the following: 
    • 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.

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

8. Click Save. The message opens as follows:

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

9. Click Save.

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

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

Agreement Management- Commitments- Apply Select Fields.png

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 Agreement Management >Agreement on the Home page. The Agreement index page opens.
  2. 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.
  3. Select the Commitments tab on the left navigation panel. The list of commitments belonging to the agreement opens.
  4. Click theSelect Action (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 message The Reminder Notification was sent successfully is displayed.
7.12 Commitment Notification 1.1.png
  1. 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.
  2. Click the checkbox next to the Send Bulk Notification action to select all Commitments together.
  3. Click 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.
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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 User Administration > Notification Settings > Subscription on the Home page. The Subscriptions page opens.
7.12 Commitment notification 3.png
  1. Click Edit next to the Subscription you want to customize. For example, TriggeredNotificationReminder. The Edit Subscription page opens.
  2. Edit the Template and click Next.
  3. Verify the details and click Save. The Template will be updated.
7.12 Commitment notification 4.png
 

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.
7.12 Commitment notification 5.png

 

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 Record 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. 
7.12 Copy Commitment 1.png
  1. Click theSelect 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.
  2. Click Copy Commitment. The Add Commitment window opens. 
7.12 Copy Commitment 2.png

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.

7.12 Copy Commitment 3.png
  1. Edit the attributes if required.
  2. Click Add Commitment. The commitment is created and added to the agreement. For example, the commitment Transaction is added to the agreement.
7.12 Copy Commitment 4.png

Similarly, commitments can be copied for amendments.
Once added, the copied commitment will behave as a normal commitment.
 

 

Related Topics: Agreement Management | Agreement Details Page

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