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= Cascade Team  =
 
= Cascade Team  =
  
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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.
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ICI 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.
  
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== Configuring Contract Type to copy Role from Agreement to its Associations ==
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== Configuring Contract Type to copy role from agreement to its associations ==
  
 
To configure Contract Type: 
 
To configure Contract Type: 
  
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1. '''Click''' the ''Configuration'' tile. The ''Configuration'' menu opens.
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1. '''Click''' ''Home >&nbsp;''''Configuration'''''<b>tile. The ''Configuration'' menu opens.</b>
 
<div class="image-green-border">[[File:Cascade team.png|720px|RTENOTITLE]]</div>  
 
<div class="image-green-border">[[File:Cascade team.png|720px|RTENOTITLE]]</div>  
 
2.'''Click '''''Cascade Team. ''The ''Cascade Team ''page opens.
 
2.'''Click '''''Cascade Team. ''The ''Cascade Team ''page opens.
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As configured, ''Secondary Owner'' and ''Business Owner'' Roles of Agreement are mapped to the Association – ''Annexure1'' as ''Contributor''.&nbsp;
 
As configured, ''Secondary Owner'' and ''Business Owner'' Roles of Agreement are mapped to the Association – ''Annexure1'' as ''Contributor''.&nbsp;
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&nbsp;
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== Ability to cascade team from contract request, agreement, amendment to its association ==
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ICI provids the&nbsp;support to copy team role&nbsp;from contract request, agreement and its amendment to its parent child association. Now, the support is being extended to copy all team roles from contract request, agreement or amendment to its peer associations.<br/> <br/> Contract admins can now:
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*Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.
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*Copy all or selective team of the entity to its peer association on a parent or peer entity event.
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Users can now:
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*Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.
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*Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.
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=== Cascade the entire team with roles of source contract type ===
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You can copy the entire team with same roles from contract type to its association.
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#'''Click '''''Configuration ''> ''Cascade Team ''> ''Create Cascade'' on the ''Home ''page. The ''Create Cascade'' page opens.
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<div class="image-green-border">[[File:7.12 Cascade Team 1.png|720px|7.12 Cascade Team 1.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="2">
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<li>'''Select '''the&nbsp;source ''Contract Type ''to copy the team from. For example, ''Master Service Agreement''. All the associations for the selected contract type will be populated in the ''Target Association ''field.</li>
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<li>'''Select '''the&nbsp;''Target Association ''to add the copied team to. For example, ''Statement Of Work.&nbsp;''</li>
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</ol>
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The ''Entity Relationship ''will be displayed according to the selected entities.
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<ol start="4">
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<li>'''Select '''entity type in the ''Event On ''from options:</li>
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</ol>
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*''Contract Type&nbsp;''
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*''Target Association&nbsp;''
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For example, select ''Contract Type''. The applicable events will be populated in the ''Event ''field according to the selected entity.
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<ol start="5">
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<li>'''Select '''the ''Event''. For example, ''Agreement Published.''</li>
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<li>'''Select '''''Cascade Criteria'' in ''Actions ''field from:</li>
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</ol>
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*''Cascade Entire Team'': copies entire team of contract type to its association
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*''Cascade Selective Team'': copies selective team roles of contract type to its association
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For example, select ''Cascade Entire Team''. The ''Select Cascade Criteria'' ''Options ''field is displayed.
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<ol start="7">
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<li>'''Select '''''Cascade Criteria Options ''from:</li>
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</ol>
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*''Keep Existing Roles'': copies team roles of contract type to its association as they are
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*''New Common Roles'': copies team roles of contract type to its association with the same selected role
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*''Different Team Roles'': copies team roles of contract type to its association with the different selected role for each source role.
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For example, select ''Keep Existing Roles.&nbsp;''
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<div class="image-green-border">[[File:7.12 Cascade Team 2.png|720px|7.12 Cascade Team 2.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="8">
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<li>'''Click '''''Save''. The ''Cascade Team'' page opens. The ''Cascade Team ''configuration will be displayed after selecting the contract type.</li>
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</ol>
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<div class="image-green-border">[[File:7.12 Cascade Team 3.png|720px|7.12 Cascade Team 3.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="9">
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<li>'''Click '''''View''. The ''Cascade Team Summary'' page opens. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the team roles as source contract type.</li>
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</ol>
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<div class="image-green-border">[[File:7.12 Cascade Team 4.1.png|720px|7.12 Cascade Team 4.1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
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=== Cascade the entire team with new common role ===
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You can copy the entire team from contract type to its association and set a new common role for whole team.
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Follow the process till step number 7 and then continue further:&nbsp;
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<ol start="8">
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<li>'''Select '''''Cascade Criteria Options'' as''New Common Roles''. The ''Select Common Role'' field is displayed.</li>
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<li>'''Select '''''Common Role''. For example, ''External Reviewer.''</li>
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</ol>
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<div class="image-green-border">[[File:7.12 Cascade Team 5.png|720px|7.12 Cascade Team 5.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
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<li>'''Click '''''Save''. The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the selected role (''External Reviewer'').</li>
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</ol>
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<div class="image-green-border">[[File:7.12 Cascade Team 6 1.png|720px|7.12 Cascade Team 6 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
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=== Cascade the entire team with different roles ===
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You can copy the entire team from contract type to its association and set different roles for each source role.
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Follow the process till step number 7 and then continue further:&nbsp;
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<ol start="8">
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<li>'''Select '''''Cascade Criteria Options ''as ''Different Team Roles''. The ''Team Role Mapping'' section is displayed.</li>
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<li>'''Set '''the ''Target Role'' for all the existing team roles. For example, set ''Approver'' as ''Observer'' and ''Business Owner ''as ''Contributor''.</li>
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</ol>
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<div class="image-green-border">[[File:7.12 Cascade Team 7.png|720px|7.12 Cascade Team 7.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
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<li>'''Click '''''Save''.&nbsp;</li>
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</ol>
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The entire team from the selected contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work''). The existing roles from the source contract type will be mapped with selected different team roles. For example, the ''Approver ''will be copied to the association as ''Observer ''and ''Business Owner ''as ''Contributor''.
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<div class="image-green-border">[[File:7.12 Cascade Team 8.1.png|720px|7.12 Cascade Team 8.1.png]]</div>
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&nbsp;
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=== Cascade the selective team roles ===
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You can copy the selective team roles from contract type to its association with either the same roles or new common role or different roles for each source role.
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Follow the process till step number 6 and then continue further:&nbsp;
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<ol start="7">
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<li>'''Select '''''Actions ''as ''Cascade Selective Team''. The ''Select Team Role'' field is displayed.</li>
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<li>'''Select '''''Team Roles.'' You can select multiple team roles. The ''Select Cascade Criteria'' field is displayed.</li>
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<li>'''Select '''''Cascade Criteria ''as&nbsp;</li>
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</ol>
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*''Keep Existing Roles''. The team roles of contract type will be copied to its association as they are.
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*''New Common Roles''. The ''Select Common Role'' field is displayed.
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&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;i.&nbsp; '''Select '''''Common Role''. For example, ''Contributor''.
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The selected team roles from the source contract type (''Master Service Agreement'') will be copied to the target association (''Statement Of Work'') with the new role as ''Contributor''.
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<div class="image-green-border">[[File:7.12 Cascade Team 9.png|720px|7.12 Cascade Team 9.png]]</div> <div class="image-green-border">&nbsp;</div>
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*''Different Team Roles''. The ''Team Role Mapping'' section is displayed.
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&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;ii.&nbsp; '''Set '''the ''Target Role'' for the selected existing team roles. For example, set ''Approver ''as ''Observer ''and ''Business'' ''Owner ''as ''Contributor''.
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The selected team roles from the contract type (''Master Service Agreement'') will be copied to the selected association (''Statement Of Work'') with the new different team roles. For example, the ''Approver ''will be copied as ''Observer ''and ''Business Owner'' as ''Contributor''.&nbsp;
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<div class="image-green-border">[[File:7.12 Cascade Team 10.png|720px|7.12 Cascade Team 10.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="10">
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<li>'''Click '''''Save''. The ''Cascade Team'' page opens. The ''Cascade Team'' configuration will be displayed after selecting the contract type.</li>
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</ol>
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<div class="note-box">Note: Removal of a role from either contact type or its association will be synced between both the entities when the specified event occurs.</div>
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&nbsp;
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=== Copy the agreement Team to its association as per the Cascade Team configuration&nbsp; ===
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Consider an example where agreement ''ICIMasterServiceAgreement_90 ''has user ''John Doe'' added to team as ''Business Owner''.
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<div class="image-green-border">[[File:7.12 Cascade Team 11.png|720px|7.12 Cascade Team 11.png]]</div> <div class="image-green-border">&nbsp;</div>
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Now, add the ''Statement Of Work'' association to the agreement:
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#'''Click '''''Associations ''> ''Statement Of Work'' on left navigation panel on ''ICIMasterServiceAgreement_90&nbsp;''agreement details page. The ''Lookup Search'' window for the selected association contract type (''Statement Of Work'') opens.
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#'''Select''' the agreement instance. For example, ''ICIStatementOfWork_60.'' The association is added to the agreement.
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#'''Click '''''View Record'' icon next to the association (''ICIStatementOfWork_60'') on association grid page. The association ''Details'' page opens.
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#'''Click '''''Team ''on left navigation panel. The ''Team ''page opens. The association''ICIStatementOfWork_60'' has only primary owner added to its team.
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<div class="image-green-border">[[File:7.12 Cascade Team 12.png|720px|7.12 Cascade Team 12.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="5">
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<li>'''Click '''''Publish ''on the&nbsp;''ICIMasterServiceAgreement_90&nbsp;''agreement ''Details ''page. The agreement is published.</li>
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</ol>
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The agreement contract type’s team will be copied to the association as per the ''Cascade Team'' configuration when the event ''Agreement Published ''occurs. The user ''John Doe ''as ''Business Owner ''from ''ICIMasterServiceAgreement_90'' will be added as ''Contributor ''to ''ICIStatementOfWork_60'' Team.
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<div class="image-green-border">[[File:7.12 Cascade Team 13.png|720px|7.12 Cascade Team 13.png]]<br/> &nbsp;</div>
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The cascading of teams from contract type to association is captured in audit and the users can view it on the ''History ''tab on the association’s ''Details ''page.
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<div class="image-green-border">[[File:7.12 Cascade Team 18.png|720px|7.12 Cascade Team 18.png]]</div>
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&nbsp;
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=== Edit the Cascade Team Configuration ===
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User can edit the roles mapping for the existing configuration.&nbsp;
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To edit cascade team configuration:
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#'''Click '''''Configuration ''> ''Cascade Team'' > ''Cascade Teams ''on the ''Home ''page. The ''Cascade Team ''page opens.
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#'''Select '''''Contract Type''. For example, ''Master Service Agreement''. The list of configured cascade teams for the selected contract type opens.
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#'''Click''' ''Edit ''icon next to the configuration you want to edit. The ''Edit Cascade Team ''page opens.
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<div class="image-green-border">[[File:7.12 Cascade Team 14.png|720px|7.12 Cascade Team 14.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The certain fields are disabled for editing to avoid the overwriting or duplicating the existing configuration.</div>
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&nbsp;
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<div class="image-green-border">[[File:7.12 Cascade Team 15 1.png|720px|7.12 Cascade Team 15 1.png]]</div> <div class="image-green-border">&nbsp;</div>
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If user tries to create the same configuration from ''Create Cascade ''page, the operation will not be allowed and the error message will be displayed.
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<div class="image-green-border">[[File:7.12 Cascade Team 16.png|720px|7.12 Cascade Team 16.png]]</div>
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&nbsp;
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=== Delete the Cascade Team ===
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#'''Click '''''Configuration ''> ''Cascade Team ''> ''Cascade Teams ''on the ''Home ''page. The ''Cascade Team ''page opens.
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#'''Select '''''Contract Type''. For example, ''Master Service Agreement''. The list of cascade teams configured for the contract type opens.
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#'''Click '''the checkbox next to the cascade team configuration you want to delete.
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#'''Click '''the checkbox in a header row to select all the configurations together.
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<div class="image-green-border">[[File:7.12 Cascade Team 17.png|720px|7.12 Cascade Team 17.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="5">
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<li>'''Click '''''Delete''. The selected configurations will be removed.</li>
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</ol>
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&nbsp;

Latest revision as of 14:12, 11 September 2020

Cascade Team 

ICI 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 Home > 'Configurationtile. The Configuration menu opens.

RTENOTITLE

2.Click Cascade Team. The Cascade Team page opens.

Add configuration button.png

3. Click Add Configuration. The Add Role Mapping window opens.

RTENOTITLE

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.

RTENOTITLE

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.

Create association.png

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. 

 

Ability to cascade team from contract request, agreement, amendment to its association

ICI provids the support to copy team role from contract request, agreement and its amendment to its parent child association. Now, the support is being extended to copy all team roles from contract request, agreement or amendment to its peer associations.

Contract admins can now:

  • Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.
  • Copy all or selective team of the entity to its peer association on a parent or peer entity event.

Users can now:

  • Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.
  • Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.

Cascade the entire team with roles of source contract type

You can copy the entire team with same roles from contract type to its association.

  1. Click Configuration > Cascade Team > Create Cascade on the Home page. The Create Cascade page opens.
7.12 Cascade Team 1.png
 
  1. Select the source Contract Type to copy the team from. For example, Master Service Agreement. All the associations for the selected contract type will be populated in the Target Association field.
  2. Select the Target Association to add the copied team to. For example, Statement Of Work. 

The Entity Relationship will be displayed according to the selected entities.

  1. Select entity type in the Event On from options:
  • Contract Type 
  • Target Association 

For example, select Contract Type. The applicable events will be populated in the Event field according to the selected entity.

  1. Select the Event. For example, Agreement Published.
  2. Select Cascade Criteria in Actions field from:
  • Cascade Entire Team: copies entire team of contract type to its association
  • Cascade Selective Team: copies selective team roles of contract type to its association

For example, select Cascade Entire Team. The Select Cascade Criteria Options field is displayed.

  1. Select Cascade Criteria Options from:
  • Keep Existing Roles: copies team roles of contract type to its association as they are
  • New Common Roles: copies team roles of contract type to its association with the same selected role
  • Different Team Roles: copies team roles of contract type to its association with the different selected role for each source role.

For example, select Keep Existing Roles. 

7.12 Cascade Team 2.png
 
  1. Click Save. The Cascade Team page opens. The Cascade Team configuration will be displayed after selecting the contract type.
7.12 Cascade Team 3.png
 
  1. Click View. The Cascade Team Summary page opens. The entire team from the selected contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work) with the team roles as source contract type.
7.12 Cascade Team 4.1.png
 
 

Cascade the entire team with new common role

You can copy the entire team from contract type to its association and set a new common role for whole team.

Follow the process till step number 7 and then continue further: 

  1. Select Cascade Criteria Options asNew Common Roles. The Select Common Role field is displayed.
  2. Select Common Role. For example, External Reviewer.
7.12 Cascade Team 5.png
 
  1. Click Save. The entire team from the selected contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work) with the selected role (External Reviewer).
7.12 Cascade Team 6 1.png
 
 

Cascade the entire team with different roles

You can copy the entire team from contract type to its association and set different roles for each source role.

Follow the process till step number 7 and then continue further: 

  1. Select Cascade Criteria Options as Different Team Roles. The Team Role Mapping section is displayed.
  2. Set the Target Role for all the existing team roles. For example, set Approver as Observer and Business Owner as Contributor.
7.12 Cascade Team 7.png
 
  1. Click Save. 

The entire team from the selected contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work). The existing roles from the source contract type will be mapped with selected different team roles. For example, the Approver will be copied to the association as Observer and Business Owner as Contributor.

7.12 Cascade Team 8.1.png

 

Cascade the selective team roles

You can copy the selective team roles from contract type to its association with either the same roles or new common role or different roles for each source role.

Follow the process till step number 6 and then continue further: 

  1. Select Actions as Cascade Selective Team. The Select Team Role field is displayed.
  2. Select Team Roles. You can select multiple team roles. The Select Cascade Criteria field is displayed.
  3. Select Cascade Criteria as 
  • Keep Existing Roles. The team roles of contract type will be copied to its association as they are.
  • New Common Roles. The Select Common Role field is displayed.

                   i.  Select Common Role. For example, Contributor.

The selected team roles from the source contract type (Master Service Agreement) will be copied to the target association (Statement Of Work) with the new role as Contributor.

7.12 Cascade Team 9.png
 
  • Different Team Roles. The Team Role Mapping section is displayed.

                   ii.  Set the Target Role for the selected existing team roles. For example, set Approver as Observer and Business Owner as Contributor.

The selected team roles from the contract type (Master Service Agreement) will be copied to the selected association (Statement Of Work) with the new different team roles. For example, the Approver will be copied as Observer and Business Owner as Contributor. 

7.12 Cascade Team 10.png
 
  1. Click Save. The Cascade Team page opens. The Cascade Team configuration will be displayed after selecting the contract type.
Note: Removal of a role from either contact type or its association will be synced between both the entities when the specified event occurs.

 

Copy the agreement Team to its association as per the Cascade Team configuration 

Consider an example where agreement ICIMasterServiceAgreement_90 has user John Doe added to team as Business Owner.

7.12 Cascade Team 11.png
 

Now, add the Statement Of Work association to the agreement:

  1. Click Associations > Statement Of Work on left navigation panel on ICIMasterServiceAgreement_90 agreement details page. The Lookup Search window for the selected association contract type (Statement Of Work) opens.
  2. Select the agreement instance. For example, ICIStatementOfWork_60. The association is added to the agreement.
  3. Click View Record icon next to the association (ICIStatementOfWork_60) on association grid page. The association Details page opens.
  4. Click Team on left navigation panel. The Team page opens. The associationICIStatementOfWork_60 has only primary owner added to its team.
7.12 Cascade Team 12.png
 
  1. Click Publish on the ICIMasterServiceAgreement_90 agreement Details page. The agreement is published.

The agreement contract type’s team will be copied to the association as per the Cascade Team configuration when the event Agreement Published occurs. The user John Doe as Business Owner from ICIMasterServiceAgreement_90 will be added as Contributor to ICIStatementOfWork_60 Team.

7.12 Cascade Team 13.png
 

The cascading of teams from contract type to association is captured in audit and the users can view it on the History tab on the association’s Details page.

7.12 Cascade Team 18.png

 

Edit the Cascade Team Configuration

User can edit the roles mapping for the existing configuration. 

To edit cascade team configuration:

  1. Click Configuration > Cascade Team > Cascade Teams on the Home page. The Cascade Team page opens.
  2. Select Contract Type. For example, Master Service Agreement. The list of configured cascade teams for the selected contract type opens.
  3. Click Edit icon next to the configuration you want to edit. The Edit Cascade Team page opens.
7.12 Cascade Team 14.png
 
Note: The certain fields are disabled for editing to avoid the overwriting or duplicating the existing configuration.

 

7.12 Cascade Team 15 1.png
 

If user tries to create the same configuration from Create Cascade page, the operation will not be allowed and the error message will be displayed.

7.12 Cascade Team 16.png

 

Delete the Cascade Team

  1. Click Configuration > Cascade Team > Cascade Teams on the Home page. The Cascade Team page opens.
  2. Select Contract Type. For example, Master Service Agreement. The list of cascade teams configured for the contract type opens.
  3. Click the checkbox next to the cascade team configuration you want to delete.
  4. Click the checkbox in a header row to select all the configurations together.
7.12 Cascade Team 17.png
 
  1. Click Delete. The selected configurations will be removed.

 

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