From ICIHelp7.15
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This help page describes this process. | This help page describes this process. | ||
| − | A user role defines controls or permissions given to a user. | + | A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature: |
*Contract Admin | *Contract Admin | ||
| Line 20: | Line 20: | ||
*Deviation Approver | *Deviation Approver | ||
| − | You can create an Agreement from a | + | You can create an Agreement from a Contract Request if you are assigned a role of a Contract Admin.<br/> While creating a Request, the Requestor (primary owner) adds the Contract Admin to the team.<br/> After the Request is approved, you receive the Notification for the same. You can check this notification under the '''Notifications''' tile. Then, click the appropriate Request link to review the Request information and create the Agreement. |
| − | To create an | + | To create an Agreement from a Request: |
| − | #Click | + | #'''Click '''the ''Tasks'' tile on the ''Home ''page. A list of user tasks opens. |
| − | #Select the requests that are awaiting your action. | + | #'''Select '''the requests that are awaiting your action. |
| − | #Review the information and | + | #'''Review '''the information and '''click '''''Create Contract.'' |
| − | <div class="note-box">'''Note''': If you click '''Return to Requester'' | + | <div class="note-box">'''Note''': If you '''click '''''Return to Requester,'' the request goes back to the primary owner.</div> <ol start="4"> |
| − | <li>The | + | <li>The Create Agreement page consists of four tabs:</li> |
</ol> | </ol> | ||
<ul style="margin-left: 80px;"> | <ul style="margin-left: 80px;"> | ||
| − | <li>Contract Type Details</li> | + | <li>''Contract Type Details''</li> |
| − | <li>Attributes</li> | + | <li>''Attributes''</li> |
| − | <li>Select Template</li> | + | <li>''Select Template''</li> |
| − | <li>Verify</li> | + | <li>''Verify''</li> |
</ul> | </ul> | ||
<ol start="5"> | <ol start="5"> | ||
| − | <li>Provide appropriate information on each tab as follows, and click ''' | + | <li>Provide appropriate information on each tab as follows, and '''click '''''Next'' to go to the next tab.</li> |
| − | <li> | + | <li>'''Select '''an appropriate template. Verify all the agreement information.</li> |
| − | <li>Click ''' | + | <li>'''Click '''''Create ''to create a Contract:</li> |
</ol> | </ol> | ||
<ul style="margin-left: 80px;"> | <ul style="margin-left: 80px;"> | ||
| − | <li>Click '''Create and Publish | + | <li>'''Click '''''Create and Publish'' to create the contract and publish it at the same time.</li> |
| − | <li>Click '''Create and Send for approval | + | <li>'''Click '''''Create and Send for approval ''to create and then send a contract for approval.</li> |
</ul> | </ul> | ||
| − | <div class="note-box">'''Note''': If you click | + | <div class="note-box">'''Note''': If you click ''Create'', a Contract is created even if you do not enter details in the mandatory Attributes.<br/> However, if you have not entered details in the mandatory Attributes; and you click ''Create and Publish'', a message appears as: Value for field (field name) is mandatory.</div> |
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| + | '''Related Topics''': [[Agreements|Agreements]] | [[Requests|Requests]] | [[Searching_agreements_and_requests|Searching agreements and requests]] | ||
Latest revision as of 10:46, 17 November 2020
Creating an Agreement from a Contract Request
You navigate to this page from an approved request. From here, you can specify basic details of the Agreement, select the attributes and template to be used and publish and send the agreement for approval.
There are several ways to create agreements in ICM:
- Copy an Existing Agreement and make changes to the copy
- Create an Agreement from a Contract Request
- Create a new Agreement using the Create Agreement tile
This help page describes this process.
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:
- Contract Admin
- Primary Owner
- Approver
- Reviewer
- Deviation Approver
You can create an Agreement from a Contract Request if you are assigned a role of a Contract Admin.
While creating a Request, the Requestor (primary owner) adds the Contract Admin to the team.
After the Request is approved, you receive the Notification for the same. You can check this notification under the Notifications tile. Then, click the appropriate Request link to review the Request information and create the Agreement.
To create an Agreement from a Request:
- Click the Tasks tile on the Home page. A list of user tasks opens.
- Select the requests that are awaiting your action.
- Review the information and click Create Contract.
Note: If you click Return to Requester, the request goes back to the primary owner.
- The Create Agreement page consists of four tabs:
- Contract Type Details
- Attributes
- Select Template
- Verify
- Provide appropriate information on each tab as follows, and click Next to go to the next tab.
- Select an appropriate template. Verify all the agreement information.
- Click Create to create a Contract:
- Click Create and Publish to create the contract and publish it at the same time.
- Click Create and Send for approval to create and then send a contract for approval.
Note: If you click Create, a Contract is created even if you do not enter details in the mandatory Attributes.
However, if you have not entered details in the mandatory Attributes; and you click Create and Publish, a message appears as: Value for field (field name) is mandatory.
However, if you have not entered details in the mandatory Attributes; and you click Create and Publish, a message appears as: Value for field (field name) is mandatory.
Related Topics: Agreements | Requests | Searching agreements and requests
