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| | [[Search a Clause]] <br/> | | [[Search a Clause]] <br/> |
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| | + | == Create a Clause == |
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| − | <div class="mw-collapsible mw-collapsed">
| + | [[Create a Clause]] <br/> |
| − | '''Create a Clause'''
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
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| − | | + | |
| − | [[ICM Help|Home]] > [[Clauses]] > Create a Clause <br/> | + | |
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| − | You can create new clauses for various contract types as per business requirements. You can use these clauses while creating templates and further in agreements.<br/>
| + | |
| − | To create a new clause: <br/>
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| − | 1. Click the '''Clauses''' tile on the ICM Dashboard. The '''Clauses''' page appears. <br/>
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| − | | + | |
| − | [[File:Clauses Tile.jpg]] <br/>
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| − | <div>
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| − | <div style="float:left;width:68%;" >
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| − | 2. Click the '''Create Clause''' tile. <br/>
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| − | [[File:Clauses.jpg]]<br/>
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| − | The '''Create Clause''' page appears. It consists of 3 tabs:<br/>
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| − | :A] '''Details'''<br/>
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| − | :B] '''Team'''<br/>
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| − | :C] '''Verify'''<br/><br/>
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| − | </div>
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| − | <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center" >
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| − | <p> '''Video: Create a Clause''' </p>
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| − | {{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-a15ca795-0147-44d1-8c8f-97ea7904ec28/xc/HJ900/v2/embedded?autoplay=true?iframe=true|200|120}}
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| − | </div></div>
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| − | <div style="clear:both"></div>
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| − | Let's get through each of the tabs in detail.<br/>
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| − | A] '''Details'''<br/>
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| − | [[File:Create Clause - Clause Details New.png]]<br/><br/>
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| − | {| class="wikitable"
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| − | |- style="vertical-align:top;"
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| − | !style="height:10px; width:200px; text-align:left;" | '''Field'''
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| − | !style="height:10px; width:300px; text-align:left;" | '''Action'''
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Contract Type
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| − | |style="height:10px; width:600px; text-align:left;" | Select the appropriate contract type for which you want to create a clause.
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| − | | + | |
| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Applicable for all contract types
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' or '''No''' based on whether you want the clause available for all contract types in the future.
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| − | {| class="wikitable" |- style="horizontal-align:top;"
| + | |
| − | | style="height:0px; width:1200px; text-align:left;"|'''Note''' - If you select '''Yes''' in the '''Applicable for all contract types''', the '''Is Alternate Clause''' and '''Is Dependable Clause''' fields are enabled.
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| − | |}
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| − | | + | |
| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Name
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| − | |style="height:10px; width:600px; text-align:left;" | Type the name of the clause.
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| − | | + | |
| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Clause Group
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| − | |style="height:10px; width:600px; text-align:left;" | Select the appropriate clause group in which you want to place the clause.
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| − | | + | |
| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Clause Description
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| − | |style="height:10px; width:600px; text-align:left;" | Type the description of the clause.
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| − | | + | |
| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Clause Language
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| − | |style="height:10px; width:600px; text-align:left;" | Select the clause language for the clause.
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| − | | + | |
| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Primary Clause
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' or '''No''' depending on whether the clause is primary or not. If you select '''No''', select the linked primary clause (the primary clause to which the current clause is linked).
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Linked Primary Clause
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| − | |style="height:10px; width:600px; text-align:left;" | Select the clause to which the current clause is linked.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Is Alternate Clause
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' or '''No''' depending on whether the current clause is alternative option to another clause. If you select '''Yes''', the '''Select Clause''' list appears. Select the appropriate clause.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Is Mandatory
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' or '''No''' depending on whether the clause is mandatory for the selected contract type.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Is Editable
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' or '''No''' depending on whether you want to make the clause editable.
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| − | {| class="wikitable" |-style="horizontal:align-top;"
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| − | |'''Note''': When you select '''Yes''' for the '''Is Editable''' field, the '''Deviation Analysis''' field is enabled, as you may want to track the deviation after the clause is edited. <br/>
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| − | |}
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Deviation Analysis
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' or '''No''' depending on whether you want the system to track the deviations. <br/> If you select '''Yes''' in the '''Deviation Analysis''' field, any change in the clause by reviewer is displayed as a deviation from the original clause. If a clause is changed during review, the agreement in which it is used has to go through the deviation approval process.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Is Dependant Clause
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| − | |style="height:10px; width:600px; text-align:left;" | Select '''Yes''' or '''No''' depending on whether the clause is dependent on another clause. If you select '''Yes''', the '''Select Clause''' list appears. In the '''Select Clause''' list, select the appropriate clause.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Clause Text
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| − | |style="height:10px; width:600px; text-align:left;" | Type the clause text that makes the content of the clause. You can also use the desired attribute from the '''Attributes''' list that appears on the right. You can format the clause content by adjusting font, font size etc.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | File
| + | |
| − | |style="height:10px; width:600px; text-align:left;" | This is an alternative option to writing a clause in the '''Clause Text''' field.
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| − | Write a clause in a word file and upload the word file by clicking the '''File Upload''' button.
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| − | |- style="horizontal-align:top;"
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| − | |style="height:10px; width:200px; text-align:left;" | Version Comments
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| − | |style="height:10px; width:600px; text-align:left;" | Type the general comments related to the clause, if any.
| + | |
| − | |}
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| − | 3. Click '''Next'''. The '''Team''' tab appears. <br/>
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| − | B] '''Team'''<br/>
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| − | To add users in the team:<br/>
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| − | a. Click [[File: Add icon.jpeg]] next to '''Team'''. The '''Add User''' dialog box appears.<br/>
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| − | [[File: Clause add user2.jpg]]
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| − | b. In the '''Select Role''' list, select the role of the user.<br/>
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| − | c. Under '''Select User''', click the desired tile to select a user.<br/>
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| − | d. Click '''Add'''. The user with their user role appears in the team tab. You can click [[File: No icon.jpg]] to remove the user from the list.<br/>
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| − | e. Click '''Next'''. The '''Verify''' tab appears.<br/>
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| − | C] '''Verify'''<br/>
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| − | The tab displays all the details of the clause you want to create.
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| − | a. Verify tab displays two buttons. Choose one of the following: <br/>
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| − | - Click '''Previous''' if you want to go back and make changes to the information that you have entered. <br/>
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| − | - Click '''Create''' to create the clause. The clause appears with the '''Draft''' status. .<br/><br/>
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| − | [[File:Create Clause - Verify.png]]<br/><br/>
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| − | 3. After creating a clause, choose from the following three options:<br/>
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| − | :- '''Edit''' - to make changes to the clause.<br/>
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| − | :- '''Send For Approval''' - to send a clause to an assigned approver.<br/>
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| − | :- '''Delete''' - to delete the clause. <br/>
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| − | [[File:Create_Clause-Send_for_Approval.jpg]]<br/><br/>
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| − | {| class="wikitable" |- style="horizontal-align:top;"
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| − | | style="height:0px; width:320px; text-align:left;"|'''Note:''' Fields marked with * are mandatory.<br/>
| + | |
| − | |}
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| − | Tutorials:<br/>
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| − | [[media:Create a Clause Tutorial.pdf|Create a Clause]]
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| − | | + | |
| − | '''Related Topics:'''<br/>
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| − | [[Send a Clause for Approval ]]<br/>
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| − | </font>
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| − | </div>
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| − | </div>
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| | | | |
| | == Approve/Reject a Clause == | | == Approve/Reject a Clause == |
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| − | '''Tutorials:'''<br/>
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| − | [[media:Introduction to Clauses Tutorial.pdf|Introduction to Clauses]]
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| | </font> | | </font> |
