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9. '''Click '''''Save''. The ''Role Mapping'' is added to the Contract Type. | 9. '''Click '''''Save''. The ''Role Mapping'' is added to the Contract Type. | ||
| − | + | == Role Mapping when creating Association in Agreement == | |
| − | | + | 1. '''Click''' the ''Agreement Management'' tile on the ''Dashboard''. The ''Agreement Management'' menu opens. |
| + | |||
| + | 2. '''Click''' the ''Create Agreement'' menu. The ''Create Agreement'' page opens. | ||
| + | |||
| + | 3. '''Select''' the Contract Type Name. For example, Saas Agreement. | ||
| + | |||
| + | 4. '''Select''' ''Own'' in the ''Type Of Paper'' drop-down. | ||
| + | |||
| + | 5. '''Click''' ''Next''. The ''Attributes'' page opens. | ||
| + | |||
| + | 6. '''Enter''' the details in the remaining fields to take the agreement to the ''Draft'' state. | ||
| + | |||
| + | 7. '''Click''' the ''Create Association'' icon of Annexure1. The ''Create Association'' page opens. | ||
| + | |||
| + | 8. '''Enter '''the details in the ''Create Association'' page to take the association to the ''Draft'' state. | ||
| + | |||
| + | '''Note''': Ensure that the agreement ''Team'' has Roles such as ''Secondary Owner'' and ''Business Owner'' as set in the ''Role Mapping'' configuration to make the mapping successful. | ||
| + | |||
| + | 9. '''Click '''''Team ''tab. | ||
| + | |||
| + | As configured, ''Secondary Owner'' and ''Business Owner'' Roles of Agreement are mapped to the Association – ''Annexure1'' as ''Contributor''. | ||
Revision as of 06:34, 23 March 2020
Cascade Team
ICM has now introduced the capability to copy the role-based team members while creating associations so that the user have the privileges for associated documents as they do for the parent entities. This is achieved by configuring Contract Types.
Configuring Contract Type to copy Role from Agreement to its Associations
To configure Contract Type:
1. Click the Configuration tile. The Configuration menu opens.
2.Click Cascade Team. The Cascade Team page opens.
3. Click Add Configuration. The Add Role Mapping window opens.
4. Select the parent Contract Type in the From Contract Type drop-down list for which you want to copy the role. For example, Saas Agreement.
5. Select the Associated Contract Type in the To Contract Type drop-down list in which the role is copied. For example, Annexure1.
6. Select the role in the From Role(s) field to be copied to the Association. For example, Secondary Owner and Business Owner.
7. Select the role from the Association in the To Role drop-down list. For example, Contributor.
Note: The following roles cannot be mapped to Target Role (To Role): Exclusion Reviewers, External Signatory, and Internal Signatory.
8. Select the event for the role mapping in the On Event drop-down list. For example, Associated Document Created.
9. Click Save. The Role Mapping is added to the Contract Type.
Role Mapping when creating Association in Agreement
1. Click the Agreement Management tile on the Dashboard. The Agreement Management menu opens.
2. Click the Create Agreement menu. The Create Agreement page opens.
3. Select the Contract Type Name. For example, Saas Agreement.
4. Select Own in the Type Of Paper drop-down.
5. Click Next. The Attributes page opens.
6. Enter the details in the remaining fields to take the agreement to the Draft state.
7. Click the Create Association icon of Annexure1. The Create Association page opens.
8. Enter the details in the Create Association page to take the association to the Draft state.
Note: Ensure that the agreement Team has Roles such as Secondary Owner and Business Owner as set in the Role Mapping configuration to make the mapping successful.
9. Click Team tab.
As configured, Secondary Owner and Business Owner Roles of Agreement are mapped to the Association – Annexure1 as Contributor.
