From ICIHelp7.14
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To add Amendment to an Agreement: | To add Amendment to an Agreement: | ||
| − | #On the ''Agreement Details'' page, '''click''' ''Add amendment''. The ''Add Amendment'' page appears. | + | #On the [[Agreement_Details_Page|''Agreement Details'']] page, '''click''' ''Add amendment''. The ''Add Amendment'' page appears. |
#On the ''Attributes'' tab, make changes to the information that you want to update, and then '''click''' ''Next''. The ''Verify'' tab appears. | #On the ''Attributes'' tab, make changes to the information that you want to update, and then '''click''' ''Next''. The ''Verify'' tab appears. | ||
#On the ''Verify'' tab, verify the information that you have updated, and then '''click''' ''Create''. The ''Amendment Details'' page appears. The Amendment moves to the ''Draft'' state. | #On the ''Verify'' tab, verify the information that you have updated, and then '''click''' ''Create''. The ''Amendment Details'' page appears. The Amendment moves to the ''Draft'' state. | ||
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'''Click''' ''Add Amendment'' on the executed base Agreement to open the ''Attributes'' ''(Step 1 of 2)'' page of the Amendment creation process. | '''Click''' ''Add Amendment'' on the executed base Agreement to open the ''Attributes'' ''(Step 1 of 2)'' page of the Amendment creation process. | ||
| − | + | <div class="image-green-border">[[File:Agreement Management- Amendments- Add Amendment.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Agreement Management- Amendments- Add Amendment-Img1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> | |
'''Clicking''' ''Next ''opens the ''Verify'' ''(Step 2 of 2)'' page. | '''Clicking''' ''Next ''opens the ''Verify'' ''(Step 2 of 2)'' page. | ||
'''Click''' ''Create'' to create the amendment with all the attribute values and the template that has been selected by the user. | '''Click''' ''Create'' to create the amendment with all the attribute values and the template that has been selected by the user. | ||
| − | + | </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Agreement Management- Amendments- Add Amendment-Img2.png]]</div> | |
| − | ICM compares the metadata field values with the earlier version of the | + | ICM compares the metadata field values with the earlier version of the Amendment and displays these changes in the ''History'' tab of the Amendment. '''Click '''''Show All Changes'' under the ''Detail ''tab to view the differed values. |
| − | + | <div class="image-green-border">[[File:Agreement Management- Amendments- Show All Changes.png|800x400px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The ''Details'' popup opens displaying the ''Attribute Name, Old Value ''and ''New Value''. If you are creating the first amendment, ICM compares the metadata values with the main Agreement.</div> <div class="image-green-border"> </div> | |
| − | The ''Details'' popup opens displaying the ''Attribute Name, Old Value ''and ''New Value''. If you are creating the first amendment, ICM compares the metadata values with the main Agreement. | + | [[File:Agreement Management- Amendments- Amendment Details.png|950x400px]] |
| − | + | <div class="image-green-border">The ''Attribute Value Report'' on the ''Reports ''tab also displays the changes made to the attribute values in the Amendment creation process as the first ''Edit'' entries.</div> <div class="image-green-border">[[File:Agreement Management- Amendments- Amendment Changes.png|950x450px]]</div> | |
| − | The ''Attribute Value Report'' on the ''Reports ''tab also displays the changes made to the attribute values in the | + | |
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Revision as of 11:44, 27 February 2018
Add Amendment to an Agreement
After an Agreement is executed, you cannot edit it. However, you can add Amendment to an executed Agreement.
To add Amendment to an Agreement:
- On the Agreement Details page, click Add amendment. The Add Amendment page appears.
- On the Attributes tab, make changes to the information that you want to update, and then click Next. The Verify tab appears.
- On the Verify tab, verify the information that you have updated, and then click Create. The Amendment Details page appears. The Amendment moves to the Draft state.
- On the Amendment Details page, do the following:
Click the buttons as appropriate:
- Download Document to download the document for review.
- Upload Document to upload the document.
- Edit to edit the Amendment.
- Publish to publish the Amendment.
The parent Agreement appears on the upper right corner above the Amendment summary.
During the Amendment creation process (either in pre-Draft or Draft state), ICM captures and displays the changes made to the attribute values. This applies to amendments created through the UI, Excel Add-in and API calls.
Click Add Amendment on the executed base Agreement to open the Attributes (Step 1 of 2) page of the Amendment creation process.
Clicking Next opens the Verify (Step 2 of 2) page.
Click Create to create the amendment with all the attribute values and the template that has been selected by the user.
ICM compares the metadata field values with the earlier version of the Amendment and displays these changes in the History tab of the Amendment. Click Show All Changes under the Detail tab to view the differed values.
The Details popup opens displaying the Attribute Name, Old Value and New Value. If you are creating the first amendment, ICM compares the metadata values with the main Agreement.
The Attribute Value Report on the Reports tab also displays the changes made to the attribute values in the Amendment creation process as the first Edit entries.
