From ICIHelp7.15
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= Agreement Details Page = | = Agreement Details Page = | ||
| − | You can see the current''Status ''and all the information related to the Agreement in various sections on the left navigation. You can also perform various actions depending upon your role and the state of the Agreement. | + | You can see the current ''Status ''and all the information related to the Agreement in various sections on the left navigation. You can also perform various actions depending upon your role and the state of the Agreement. |
Here are the details you can see when you click on different sections in the left pane: | Here are the details you can see when you click on different sections in the left pane: | ||
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'''Agreement''': this section shows the basic information of the Agreement. It has the following sections: | '''Agreement''': this section shows the basic information of the Agreement. It has the following sections: | ||
| − | *''Summary'' displays the ''Agreement Name'', the ''Status ''and the name of the Agreement creator. It also displays the ''Template Name ''and the ''Template Version'' used to create the Agreement. | + | *''Summary:'' displays the ''Agreement Name'', the ''Status ''and the name of the Agreement creator. It also displays the ''Template Name ''and the ''Template Version'' used to create the Agreement. |
| − | *''Details'' show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes. Note, if ''Primary Owner'' is replaced within the ''Team'', the ''Primary Owner Name ''and ''Primary Owner Email'' fields will get updated with the current information. | + | *''Details:'' show the attributes of the Agreement along with the rich text area. Only the Primary Owner can edit the values of these attributes. Note, if ''Primary Owner'' is replaced within the ''Team'', the ''Primary Owner Name ''and ''Primary Owner Email'' fields will get updated with the current information. |
| − | *''Preview'' shows what the | + | *''Preview:'' shows what the Agreement will look like if printed. If the Agreement is in ''Draft'' state, the preview only shows the attributes defined in the Agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes. You can control the size of the document preview by resizing the browser window or print the document or export the agreement attributes to the desired format. |
| − | * | + | *Versions shows the various versions created for the specific Agreement. |
| − | * | + | *History shows the entire life cycle of the agreement till now. |
| − | '''Association:''' Click ''Add'' [[File:Add.PNG|RTENOTITLE]] icon to add Associated Documents'' ''to the Agreement. You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name. | + | '''Note''': The ''Summary'' and ''Details'' section can both contain attributes with rich text area. '''Click''' the ''View'' icon to see the details of the attribute. |
| + | <div class="image-green-border">[[File:Agreement Details page rich text area 7.8.png|720px|Agreement Details page rich text area 7.8.png]]</div> | ||
| + | '''Association:''' '''Click''' ''Add'' [[File:Add.PNG|RTENOTITLE]] icon to add Associated Documents'' ''to the Agreement. You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name. | ||
This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type: | This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type: | ||
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Associated Documents created using this Contract Type will have this feature enabled. | Associated Documents created using this Contract Type will have this feature enabled. | ||
| − | '''Deviations:''' allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver'' for review and approvals. | + | '''Deviations:''' allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver'' for review and approvals. |
| − | ''' | + | You can add deviation approvers directly from the ''Deviations ''section by clicking the'' Deviation Approver ''icon. This eliminates the need to navigate to the ''Team ''tab to add the Deviation Approvers. |
| + | <div class="image-green-border">[[File:Deviation approver agreement details.PNG|720px|Deviation approver agreement details.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> | ||
| + | === Addition of action buttons on the Deviations tab === | ||
| − | ''' | + | The ''ApproveAll, RejectAll'' and ''ClearAll ''buttons have been added on the ''Deviations'' tab of the agreement ''Details'' page to approve, reject or clear the selected deviations respectively. |
| − | + | This makes it easier for the user to take actions on multiple deviations of the agreement in one go, considerably reducing the effort of approving, rejecting or clearing each one individually. | |
| − | + | [[File:7.10 Addition of Action Buttons on Deviations Tab 1.png|720px|7.10 Addition of Action Buttons on Deviations Tab 1.png]] | |
| − | You can | + | |
| + | |||
| + | === Deviated Clauses === | ||
| + | |||
| + | To view or add deviations for clauses: | ||
| + | |||
| + | 1. '''Click''' the view record icon on the ''Agreement Management'' page. The ''Details'' page opens. | ||
| + | |||
| + | 2. '''Click '''the ''Deviations'' tab. | ||
| + | |||
| + | 3. '''Click '''the plus icon next to ''Add Deviation'' to manually add deviations to the agreement’s clauses. The ''Add Deviation'' window opens. | ||
| + | |||
| + | [[File:7.10 Addition of Action Buttons on Deviations Tab 2.png|720px|7.10 Addition of Action Buttons on Deviations Tab 2.png]] | ||
| + | <div class="note-box">'''Note: '''To automatically add deviations, you have to download the agreement, modify the clauses and upload the agreement in ICI. To deviate a clause, the ''Deviation Analysis'' attribute should be set to ''Yes'' when creating the clause from the ''Create Clause'' page of ''Clause Management''.</div> | ||
| + | [[File:7.10 Addition of Action Buttons on Deviations Tab 3.png|720px|7.10 Addition of Action Buttons on Deviations Tab 3.png]] | ||
| + | |||
| + | *'''Click''' the search icon to select and add the deviated clause. | ||
| + | *'''Enter''' the text for the deviated clause. | ||
| + | *'''Enter''' your comments for the deviated clause. | ||
| + | *'''Click''' ''Save''. | ||
| + | |||
| + | 4. '''Click''' the plus icon next to ''Deviation Approver'' to manually add approvers for your deviated clauses. | ||
| + | |||
| + | 5. '''Click''' the ''Send for Approval'' button. | ||
| + | |||
| + | [[File:7.10 Addition of Action Buttons on Deviations Tab 4.png|720px|7.10 Addition of Action Buttons on Deviations Tab 4.png]] | ||
| + | |||
| + | *'''Click''' [[File:7.10 Addition of Action Buttons on Deviations Tab 9.png|RTENOTITLE]] to view the comments provided by other users in the team or other stakeholders. | ||
| + | *'''Click''' [[File:7.10 Addition of Action Buttons on Deviations Tab 10.png|RTENOTITLE]] to open the ''Deviation Details'' window. It displays the standard clause text, the deviated clause text and the comments provided by other users. You can add your own comments too. | ||
| + | *'''Click''' [[File:7.10 Addition of Action Buttons on Deviations Tab 11.png|RTENOTITLE]] to remove a deviation. | ||
| + | |||
| + | '''Note''': | ||
| + | |||
| + | *Only deviations that are added manually can be removed. If deviations have been added by downloading the agreement and then uploading the agreement back to ICI, those deviations cannot be removed. | ||
| + | *Deviation approvers can also be added by defining rules from the ''Rules'' page. | ||
| + | *The Primary owner can send the reviewed agreement to the ''Deviation Approver''. As a ''Deviation Approver'', you can approve or reject clauses inside the agreement if a ''Deviation Approver'' role is assigned to you. | ||
| + | |||
| + | 6. Clicking the ''Send for Approval'' button in Step 5 enables the ''Approve, Reject, Approve All, Reject All'' and ''Save'' ''Changes'' buttons. The ''Clear All'' button will be enabled when an action is taken on any deviated clause. Only the ''Deviation Approver'' can view these buttons. | ||
| + | |||
| + | [[File:7.10 Addition of Action Buttons on Deviations Tab 5.png|720px|7.10 Addition of Action Buttons on Deviations Tab 5.png]] | ||
| + | |||
| + | *''Approve'': '''Click''' to approve each individual clause. | ||
| + | *''Reject'': '''Click''' to reject each individual clause. | ||
| + | |||
| + | Clicking the ''Approve'' and ''Reject'' buttons opens the ''Deviation Details'' window, displaying the details of the clause. You can also put in your comments in the ''Comments'' box. You do not have to click ''Save Changes'' to save your comments; they will be saved automatically. | ||
| + | |||
| + | [[File:7.10 Addition of Action Buttons on Deviations Tab 6.png|720px|7.10 Addition of Action Buttons on Deviations Tab 6.png]] | ||
| + | |||
| + | *To approve or reject deviations in one go, click the ''Approve All'' or ''Reject All'' button. | ||
| + | |||
| + | In the above example, as we have already selected one clause for approval and one clause for rejection, clicking ''Approve All'' or ''Reject All'' will select the remaining 2 clauses (i.e. clauses that are not already selected). You can also add a common comment for the clauses. Comments will not be saved until you click the ''Save Changes'' button. | ||
| + | |||
| + | [[File:7.10 Addition of Action Buttons on Deviations Tab 7.png|720px|7.10 Addition of Action Buttons on Deviations Tab 7.png]] | ||
| + | <div class="note-box">'''Note: '''When you have taken actions for all the deviations, the ''Approve All'' and ''Reject All'' buttons will be disabled.</div> | ||
| + | *''Clear All: ''Clears all selections. | ||
| + | *'''Click''' ''Save Changes ''to save your changes. | ||
| − | ''' | + | The clauses that have been approved will have the status ''Approved, ''whereas the ones that have been rejected or no actions have been taken will have the status ''Requires Approval.'' |
| − | + | [[File:7.10 Addition of Action Buttons on Deviations Tab 8.png|720px|7.10 Addition of Action Buttons on Deviations Tab 8.png]]</div> | |
| | ||
| − | ''' | + | '''Amendments:''' allow you to make changes to an Executed/Expired/terminated Agreements. This section will be blank if there are no Amendments made to the Agreement. The Amendments count on the left navigation pane indicates the number of amendments made to the base agreement.<br/> Clicking on the Amendments in left navigation pane displays all the amendments of an agreement in a grid view. Users can toggle and view amendments in a tile view using the Grid view and Tile View icons. |
| + | <div class="image-green-border">[[File:7.15 558605.png|720px|7.15 558605.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Commitments:''' displays the Commitments that may have been manually added for the Agreement. Commitments are contractual obligations or deliverables that you may have for a particular Agreement. The Commitment functionality in ICI is used to track the action items and assign owners to each action item. ICI triggers email alerts to owners before Commitment due date as reminders. When a Commitment is actioned, the ''Commitment State'' is reflected in the ''Commitments'' tab of the Agreement. On completion of respective tasks, owners update the status of Commitment in ICI. These states are visible on the ''Agreement Details'' and the ''Compliance Management'' pages.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Agreement Details Page - Commitment States gr actions.png|720px|Agreement Details Page - Commitment States gr actions.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Agreement Details Page Categories Commitment State gr action 1.png|720px|Agreement Details Page Categories Commitment State.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Commitments are searchable using these new states and can be localized as per user preferences. ''Search ''allows you to search the localized values and the facet ''Search ''displays unique values of the commitment state names and the appropriate count. The existing Reports also reflect these localized values.</div> | ||
| + | '''Agreement Clauses:''' displays the clauses that have been defined for this Agreement. These include Rule-based Clauses. The tab provides the details of clause’s metadata as well as clause extension attributes, if Extended Clause Masterdata configuration is enabled in ICI. | ||
| + | <div class="image-green-border">[[File:7.15 514605 1.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Clause Approver: '''displays the clauses approver’s details that have been defined for this Agreement. The tab provides the details of clause’s metadata as well as clause extension attributes, if Extended Clause Masterdata configuration is enabled in ICI.</div> <div class="image-green-border">[[File:7.15 514605 2.png|720px]]</div> | ||
| + | '''Team:''' displays the members that are added to the team working on this Agreement for it's complete life cycle. '''Click''' ''Add'' + icon to [[Managing_Team_Members|add more members]]. | ||
| − | *Use | + | You can also Replace a User through ''Team'' tab. |
| − | *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update | + | |
| − | *Compare the changes made | + | '''Notes:''' displays the comments added for the Agreement. |
| − | *Send the Agreement to various users within | + | <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|720px|C5-AgreementDetailPage.jpg]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> |
| + | The left pane on the Agreements, Requests and Associations Details pages displays the count for important sections such as Deviations, Amendments, Commitments and Notes. This makes it easy for business users to immediately identify the number of instances in these sections, without having to open each of them. If an Agreement does not have any attached entities, the count for each will be displayed as zero. | ||
| + | |||
| + | [[File:Agreement Executed.PNG|720px|Agreement Executed.PNG]] | ||
| + | </div> | ||
| + | You can perform the following actions from an ''Agreement Details'' page: | ||
| + | |||
| + | *Use Smart Links: to see any documents related to the selected Agreement. | ||
| + | *Edit: an Agreement to update any information which was either not provided or was not correct. After editing, '''click''' ''Update and Publish'' so that all the team members can view the updated Agreement. | ||
| + | *Compare the changes made between any two available Agreement Document versions. | ||
| + | |||
| + | To view and download the redlined document of the selected agreement versions: | ||
| + | |||
| + | 1. '''Click''' the ''Compare Document'' icon. The ''Show Comparison'' window opens. | ||
| + | <div class="image-green-border">[[File:7.11-CompareAgreement1.png|720px|7.11-CompareAgreement1.png]]</div> | ||
| + | 2. '''Select''' the two versions that you want to compare. | ||
| + | <div class="note-box">'''Note''': The Agreement document version comparison always takes place between a higher version on the right panel and a lower version on the</div> | ||
| + | 3.'''Click''' the ''View Comparison'' button. A preview of the redline version is displayed. | ||
| + | <div class="image-green-border">[[File:7.11-ViewComparison.png|720px|7.11-ViewComparison.png]]</div> | ||
| + | 4. '''Click''' ''Download Comparison'' to download the redlined version of the Agreement document in .docx format. Any deleted text appears with a strikethrough and any added text is underlined. | ||
| + | |||
| + | *Send: the Agreement to various users within ICI. | ||
*Send For Approval: sends the Agreement for approval to the assigned team. Before sending the Agreement for approval, select specific ''Associated Documents'' that need to be approved with the Agreement. This helps the Approvers to review and approve only the required ''Associated Documents'' instead of going through the entire list. '''Click''' ''Send For Approval. ''This opens ''Please select document(s) for approver review ''dialog box. '''Click''' ''Submit ''after selecting the required ''Associated Documents''. | *Send For Approval: sends the Agreement for approval to the assigned team. Before sending the Agreement for approval, select specific ''Associated Documents'' that need to be approved with the Agreement. This helps the Approvers to review and approve only the required ''Associated Documents'' instead of going through the entire list. '''Click''' ''Send For Approval. ''This opens ''Please select document(s) for approver review ''dialog box. '''Click''' ''Submit ''after selecting the required ''Associated Documents''. | ||
| − | * | + | *Copy the existing Agreement. This option with be shown only if the Agreement is in the approved state. |
| − | *Upload Signed Copy | + | *Upload Signed Copy: ''Upload Signed Copy ''button will be available to Contract Admin and Primary as well as Secondary Owners , so they can scan an upload an Agreement manually signed by the Internal Signatory and proceed with the Workflow. The button will be available only when the Agreement is in ''Waiting for Internal Signatory ''state. |
| + | <div class="image-green-border">[[File:Agreement-Team-Upload Signed Copy.png|720px|Agreement-Team-Upload Signed Copy.png]]</div> | ||
*Upload Document | *Upload Document | ||
| − | |||
*Cancel | *Cancel | ||
*Download document. You can continue with the Agreement workflow seamlessly after a document has been downloaded. After downloading the document, you will be able to handle the: | *Download document. You can continue with the Agreement workflow seamlessly after a document has been downloaded. After downloading the document, you will be able to handle the: | ||
| − | ** | + | **Workflow changes when a document is recalled |
| − | ** | + | **Removal of an Agreement from Adobe Sign during recall |
| − | ** | + | **Call back when a document is signed or rejected |
| − | ** | + | **Workflow movement when a document is signed or rejected |
**Confidential | **Confidential | ||
| − | **Download All: You can | + | **Download All: You can download an Agreement with all ''Associated Documents'' attached to it. |
| − | <div class="image-green-border"> [[File: | + | <div class="image-green-border"> [[File:Agreement DownloadAll.PNG|720px|Agreement DownloadAll.PNG]]</div> |
| − | Follow these steps to download an Agreement | + | Follow these steps to download an Agreement: |
| − | #'''Click''' ''Agreement Management'' | + | #'''Click''' ''Agreement Management > Agreements'' on the ''Home ''page''. ''The Agreements index page opens. |
| − | #'''Click''' ''View [[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. | + | #'''Click''' ''View Record [[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. |
| − | #'''Click''' ''Download All. ''This opens the ''Download'' | + | #'''Click''' ''Download All. ''This opens the dialog box with a message that all ''Associated Documents ''with this Agreement will be downloaded. |
| − | #''' | + | #'''Click''' ''Download.'' Only the Agreement will be download''.'' |
| − | #'''Click''' ''Download.'' The | + | |
| + | When downloading a file in ICI, users can retain the original file name for any entity when uploading it to ICI, making it easier for users to identify and manage them. This is achieved through a technical configuration.<br/> This is applicable to agreements, amendments, associations and file attributes in agreements/associations. | ||
| + | <div class="note-box">'''Note:''' The original file name cannot be retained for existing files (like those uploaded using the Own type of paper) where a user has not uploaded the file, for ICI generated files, and when users perform operations like Recall or Reject.</div> | ||
| + | Users can download all associated documents together throughout the agreement and amendment lifecycle including the expired state. Users can also download agreement’s amendments with corresponding parent-child associations through the ''Download All'' action. | ||
| + | <div class="note-box">'''Note: '''The Administrator can control the access privileges for ''Download'' and ''Download All'' actions through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICI existing functionality. By default, only primary owner and secondary owner can download all the associations of the agreements and amendments.</div> | ||
| + | To download all associations and amendments of the agreement in expired state: | ||
| + | |||
| + | #'''Click''' ''Configuration'' > ''Agreement'' ''Management'' on the ''Home'' page. The agreement index page opens. | ||
| + | #'''Click''' ''View'' ''Record'' icon next to the agreement you want to download. For example, ''MDL Agreement''. The agreement ''Details'' page opens. | ||
| + | #'''Click''' ''Download'' ''All''. The ''Download'' window opens. | ||
| + | <div class="image-green-border">[[File:7.12 Download All 1.png|720px|7.12 Download All 1.png]]</div> <div class="image-green-border"> </div> <ol start="4"> | ||
| + | <li>'''Select '''''Associations'', ''Amendments ''and amendment associations you want to download.</li> | ||
| + | </ol> | ||
| + | <div class="image-green-border">[[File:Download associations and amendments 4.png|720px|Download associations and amendments 4.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Notes''': | ||
| + | The Download window for selective download can be enabled through technical configuration for the specific ICI instance. | ||
| + | |||
| + | The Download All action will download all the components of an agreement (base agreement, agreement’s peer and parent-child associations, amendments and amendment parent-child associations) when the selective download is disabled. | ||
| + | </div> | ||
| + | | ||
| + | <ol start="5"> | ||
| + | <li>'''Click '''''Download All. ''The selected associations with the agreement are downloaded in a zip file on the agreement ''Details ''page.</li> | ||
| + | </ol> | ||
| + | <div class="image-green-border">[[File:Download associations and amendments5.png|720px|Download associations and amendments5.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> 6. '''Click''' ''Show in folder''. The downloaded file’s location on the machine opens.</div> <div class="image-green-border"> </div> <div class="image-green-border"> 7. '''Extract''' and open the zip file.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Download associations and amendments7.png|720px|Download associations and amendments7.png]]</div> <div class="image-green-border"> | ||
| + | The system will download the base agreement, and each selected Association, Amendment with selected amendment parent-child associations in separate folders. | ||
| + | |||
| + | For example, selected ''Annexure1 Association'' is downloaded in ''ICMAnnexture1 ''folder and selected Amendments ''ICMMDLAgreementAmednment_11 ''and ''ICMMDLAgreementAmednment_12 ''are downloaded with corresponding selected associations in folders named ''Amendment_1'' and ''Amendment_2''. | ||
| + | </div> | ||
| + | | ||
| + | |||
| + | '''Reset the Expiry Date of the agreement and amendment''' | ||
| + | |||
| + | User can reset the expiry date of the expired agreement and amendments as per the business need. | ||
| + | <div class="note-box">'''Note:''' The Administrator can control the access to ''Reset Expiry Date'' action through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICI existing functionality. By default, only Administrators and primary owner can reset expiry date of agreements and amendments.</div> | ||
| + | To reset the expiry date of the agreement: | ||
| + | |||
| + | #'''Click''' ''Configuration'' > ''Agreement'' ''Management'' on the ''Home ''page. The agreement index page opens. | ||
| + | #'''Click''' ''View'' ''Record'' icon next to the agreement you want to open. The agreement ''Details'' page opens. For example, ''MDL Agreement''. | ||
| + | #'''Click''' ''Reset'' ''Expiry'' ''Date''. The ''Reset Agreement Expiry Date'' window opens. | ||
| + | <div class="image-green-border">[[File:7.12 Download All 4.png|720px|7.12 Download All 4.png]]</div> <div class="image-green-border"> </div> <ol start="4"> | ||
| + | <li>'''Enter '''the date in ''New Expiry Date ''field. For example, ''July 11, 2020''.</li> | ||
| + | </ol> | ||
| + | <div class="image-green-border">[[File:7.12 Download All 5.png|720px|7.12 Download All 5.png]]</div> <div class="image-green-border"> </div> <ol start="5"> | ||
| + | <li>'''Click '''''Update''. The agreement will move back to the previous state if the expiry date is set to future date.</li> | ||
| + | </ol> | ||
| + | <div class="image-green-border">[[File:7.12 Download All 6.png|720px|7.12 Download All 6.png]]</div> <div class="image-green-border"> </div> | ||
| + | '''Assigning Executed Agreements:''' ICIs additional workflow state allows you to assign the executed Agreements to other parties with updated metadata, in order to fulfil obligations and responsibilities, depending on the business requirements. The assignment Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes as configured. Thus, the parent Agreement gets assigned to the new parties on the assignment date. | ||
| + | |||
| + | '''Terminating Executed Agreements:''' ICIs additional workflow state allows you to terminate executed Agreements.This is useful in business scenarios where an executed Agreement can be terminated only after executing a termination Agreement for it. The termination Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes including the termination date as per the configuration. Thus, the parent agreement gets terminated on that termination date. | ||
'''Reports''': this section shows reports that are agreement specific and provide information that you are authorized to view. You can select filters and based on the permutation and combinations of the applied filter, the appropriate columns are displayed. | '''Reports''': this section shows reports that are agreement specific and provide information that you are authorized to view. You can select filters and based on the permutation and combinations of the applied filter, the appropriate columns are displayed. | ||
| Line 74: | Line 205: | ||
#Association Report | #Association Report | ||
#Attribute Value Report | #Attribute Value Report | ||
| + | <div class="image-green-border">[[File:Agreement Details page reports.png|300px|Agreement Details page reports.png]]</div> | ||
| + | An error message is displayed if no results are generated or in case an incorrect filter is applied. You should be able to export the report into Excel, CSV or PDF. You can also schedule an email to be triggered when the report is generated. | ||
| − | + | To learn more about these reports, go to the Agreement Details Page Reports page. | |
| − | + | All other reports can be viewed on various tabs of the Reports tile. To view other reports, go to the Reports Overview page. | |
| − | + | | |
| + | |||
| + | == Adding a smart link for related entities to the left navigation pane == | ||
| + | |||
| + | ICI Business Applications and Implementation Teams can to set smart link as a means of easy navigation across related entities.<br/> Configurators can: | ||
| + | |||
| + | *Configure a smart link across any ICI entity that defines the entity relationships | ||
| + | *Set the configured smart link in the left navigation pane and control its access privileges using ICI standard left pane configuration capabilities | ||
| + | |||
| + | Users can: | ||
| + | |||
| + | *Click on the left navigation link from an agreement contract type that will render the smart link result in grid | ||
| + | *Access existing ICI grid’s capabilities such as searching, sorting, filtering or exporting results as CSV/Excel for Smart Link results | ||
| + | |||
| + | Any changes made to the smart link configuration, will reflect in any subsequent smart link results rendered from the left navigation pane. The filter/search will also work for the right pane grid.<br/> The smart link configured for left pane through saved search settings will only be available on the left navigation pane and will not appear in the 3 dots select action drop down and under Smart links icon on Entity Details page. | ||
| + | |||
| + | Let’s consider an example of entities related in multi-level hierarchy as Agreement > Obligations > Fulfillments. Earlier users had to navigate through obligations in order to access the child fulfillments. Users can now navigate directly from parent agreement to grandchild fulfillments using the smart link added to the agreement’s left navigation pane, thus saving number of clicks and page loads, and improving efficiency. | ||
| + | <div class="image-green-border">[[File:7.14 multi level hierarchy 0.png|720px|7.14 multi level hierarchy 0.png]]</div> | ||
| + | | ||
| + | |||
| + | === Defining the relationship between entities using common attributes === | ||
| + | |||
| + | Users can define the relationship between any non related ICI entities using their common attributes by creating a smart link. Users can then add this link to the contract type’s left navigation pane for easy navigation to the linked entities. | ||
| + | <div class="image-green-border">The provision to configure these smart links is available on the Save Search window.</div> <div class="image-green-border"><br/> To create a Saved Search:</div> <div class="image-green-border">1. '''Click '''''Search ''tile on the ''Home ''page. The ''Advanced Search ''page opens.</div> <div class="image-green-border"><br/> [[File:7.14 multi level hierarchy 1.png|720px|7.14 multi level hierarchy 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Select '''the entity you want to create a smart link for, in the ''Please select Entities to search ''field. For example, ''Statement of Work''.<br/> 3. '''Apply '''the filters and keywords to fine tune the search result you want.<br/> 4. '''Click '''''Save Search'' icon. The ''Save Search ''window opens.</div> <div class="image-green-border"><br/> [[File:7.14 multi level hierarchy 2.png|720px|7.14 multi level hierarchy 2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">5. '''Enter '''a name for a ''Saved Search'' in the ''Save search as:'' field. For example, ''Statement of Work.''<br/> 6. '''Toggle '''the ''Global Search'' to ''Yes''.<br/> 7. '''Click '''''AdvancedCriteria''. The advanced criteria section expands.</div> <div class="image-green-border"><br/> [[File:7.14 multi level hierarchy 3.png|720px|7.14 multi level hierarchy 3.png]]</div> <div class="image-green-border"> </div> | ||
| + | 8. '''Toggle '''the ''Smart Link'' to ''Yes ''to set up a smart link. More fields show up to set the smart link properties. | ||
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| + | <div class="image-green-border">[[File:7.14 multi level hierarchy 4.1.png|720px|7.14 multi level hierarchy 4.1.png]]</div> <div class="image-green-border"> </div> | ||
| + | 9. '''Edit''' the query for the search criteria as required in ''Edit query'' field. To edit the query, replace the text in the [] brackets in the query with “?”. <br/> 10. '''Toggle '''the ''Smart Link for linked entities'' to ''Yes''. This creates the smart link to the selected entity in the search, in this case, entity''Statement of Work''. More fields show up to set this smart link properties. | ||
| + | <div class="image-green-border"><br/> [[File:7.14 multi level hierarchy 5.1.png|720px|7.14 multi level hierarchy 5.1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">11. '''Toggle '''the ''Treat Statement of Work as child'' contract to ''No''. The field dynamically displays the name of the selected entity for which the smart link is being created.<br/> 12. '''Select '''the contract type in the ''Linked entity'' field. The linked entity drop-down displays all contract types available in the ICI. For example, select ''Master Services Agreement''. <br/> This field lets you link the selected entity with any other ICI contract type if they have common attributes. In this case, attribute ''Created By''.</div> <div class="image-green-border"><br/> [[File:7.14 multi level hierarchy 6.png|720px|7.14 multi level hierarchy 6.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">13. '''Toggle '''the ''Treat Statement of Work'' ''as child contrac''t to ''Yes''. The ''Parent contracts'' field is displayed. The field displays only those contract types related as parent to the selected entity.<br/> 14. '''Select '''the contract type in the ''Parent contracts ''field. For example, select ''Statement of Work.''</div> <div class="image-green-border"><br/> [[File:7.14 multi level hierarchy 7.png|720px|7.14 multi level hierarchy 7.png]]</div> <div class="image-green-border"> </div> | ||
| + | 15. '''Toggle '''the ''Show on left pane ''to ''Yes''. This will mark the configured smart link to be displayed on the left navigation pane of the selected contract type in the ''Linked entity'' or ''Parent contracts ''fields. | ||
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| + | <div class="image-green-border">[[File:7.14 multi level hierarchy 8.png|720px|7.14 multi level hierarchy 8.png]]</div> <div class="image-green-border"> </div> | ||
| + | 16. '''Toggle '''''For all contracts ''to ''Yes/No ''as required.<br/> 17. '''Click '''''Save''. The smart link is created.<br/> | ||
| + | <div class="image-green-border">The configured smart link in the saved search is then enabled on the selected contract type’s left navigation pane through technical configuration. The smart link can be added at any location on the left navigation pane on the entity details page. For Associations pane, configured smart link can be added either above or below All link, just before the individual associations links are displayed.<br/> For example, Statement of Work saved search created for Statement of Work contract type, is added as smart link to the Master Services Agreement on the left navigation pane.</div> <div class="image-green-border"><br/> 18. '''Click '''on the entity’s smart link tab. The smart link's saved search result will be displayed in the grid.</div> <div class="image-green-border"><br/> [[File:7.14 multi level hierarchy 9.png|720px|7.14 multi level hierarchy 9.png]]<br/> </div> | ||
| + | | ||
| + | |||
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| − | + | '''Related Topics: '''[[Agreement_Details_Page_Reports|Agreement Details Page Reports]] | [[Reports|Reports]] | | |
Latest revision as of 12:14, 25 January 2021
Contents
Agreement Details Page
You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can also perform various actions depending upon your role and the state of the Agreement.
Here are the details you can see when you click on different sections in the left pane:
Agreement: this section shows the basic information of the Agreement. It has the following sections:
- Summary: displays the Agreement Name, the Status and the name of the Agreement creator. It also displays the Template Name and the Template Version used to create the Agreement.
- Details: show the attributes of the Agreement along with the rich text area. Only the Primary Owner can edit the values of these attributes. Note, if Primary Owner is replaced within the Team, the Primary Owner Name and Primary Owner Email fields will get updated with the current information.
- Preview: shows what the Agreement will look like if printed. If the Agreement is in Draft state, the preview only shows the attributes defined in the Agreement. If it is in Approved state, the preview also shows the actual values of the attributes. You can control the size of the document preview by resizing the browser window or print the document or export the agreement attributes to the desired format.
- Versions shows the various versions created for the specific Agreement.
- History shows the entire life cycle of the agreement till now.
Note: The Summary and Details section can both contain attributes with rich text area. Click the View icon to see the details of the attribute.
Association: Click Add 
icon to add Associated Documents to the Agreement. You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the Associations tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.
This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:
- that has the Show File Drop Zone field set as Yes, and
- that does not contain any mandatory fields other than Name.
Associated Documents created using this Contract Type will have this feature enabled.
Deviations: allow you to add any changes to the Clauses. This may require the Agreement to be sent to the Deviation Approver for review and approvals.
You can add deviation approvers directly from the Deviations section by clicking the Deviation Approver icon. This eliminates the need to navigate to the Team tab to add the Deviation Approvers.
Addition of action buttons on the Deviations tab
The ApproveAll, RejectAll and ClearAll buttons have been added on the Deviations tab of the agreement Details page to approve, reject or clear the selected deviations respectively.
This makes it easier for the user to take actions on multiple deviations of the agreement in one go, considerably reducing the effort of approving, rejecting or clearing each one individually.
Deviated Clauses
To view or add deviations for clauses:
1. Click the view record icon on the Agreement Management page. The Details page opens.
2. Click the Deviations tab.
3. Click the plus icon next to Add Deviation to manually add deviations to the agreement’s clauses. The Add Deviation window opens.
Note: To automatically add deviations, you have to download the agreement, modify the clauses and upload the agreement in ICI. To deviate a clause, the Deviation Analysis attribute should be set to Yes when creating the clause from the Create Clause page of Clause Management.
- Click the search icon to select and add the deviated clause.
- Enter the text for the deviated clause.
- Enter your comments for the deviated clause.
- Click Save.
4. Click the plus icon next to Deviation Approver to manually add approvers for your deviated clauses.
5. Click the Send for Approval button.
- Click
to view the comments provided by other users in the team or other stakeholders. - Click
to open the Deviation Details window. It displays the standard clause text, the deviated clause text and the comments provided by other users. You can add your own comments too. - Click
to remove a deviation.
Note:
- Only deviations that are added manually can be removed. If deviations have been added by downloading the agreement and then uploading the agreement back to ICI, those deviations cannot be removed.
- Deviation approvers can also be added by defining rules from the Rules page.
- The Primary owner can send the reviewed agreement to the Deviation Approver. As a Deviation Approver, you can approve or reject clauses inside the agreement if a Deviation Approver role is assigned to you.
6. Clicking the Send for Approval button in Step 5 enables the Approve, Reject, Approve All, Reject All and Save Changes buttons. The Clear All button will be enabled when an action is taken on any deviated clause. Only the Deviation Approver can view these buttons.
- Approve: Click to approve each individual clause.
- Reject: Click to reject each individual clause.
Clicking the Approve and Reject buttons opens the Deviation Details window, displaying the details of the clause. You can also put in your comments in the Comments box. You do not have to click Save Changes to save your comments; they will be saved automatically.
- To approve or reject deviations in one go, click the Approve All or Reject All button.
In the above example, as we have already selected one clause for approval and one clause for rejection, clicking Approve All or Reject All will select the remaining 2 clauses (i.e. clauses that are not already selected). You can also add a common comment for the clauses. Comments will not be saved until you click the Save Changes button.
Note: When you have taken actions for all the deviations, the Approve All and Reject All buttons will be disabled.
- Clear All: Clears all selections.
- Click Save Changes to save your changes.
The clauses that have been approved will have the status Approved, whereas the ones that have been rejected or no actions have been taken will have the status Requires Approval.
Amendments: allow you to make changes to an Executed/Expired/terminated Agreements. This section will be blank if there are no Amendments made to the Agreement. The Amendments count on the left navigation pane indicates the number of amendments made to the base agreement.
Clicking on the Amendments in left navigation pane displays all the amendments of an agreement in a grid view. Users can toggle and view amendments in a tile view using the Grid view and Tile View icons.
Commitments: displays the Commitments that may have been manually added for the Agreement. Commitments are contractual obligations or deliverables that you may have for a particular Agreement. The Commitment functionality in ICI is used to track the action items and assign owners to each action item. ICI triggers email alerts to owners before Commitment due date as reminders. When a Commitment is actioned, the Commitment State is reflected in the Commitments tab of the Agreement. On completion of respective tasks, owners update the status of Commitment in ICI. These states are visible on the Agreement Details and the Compliance Management pages.
Commitments are searchable using these new states and can be localized as per user preferences. Search allows you to search the localized values and the facet Search displays unique values of the commitment state names and the appropriate count. The existing Reports also reflect these localized values.
Agreement Clauses: displays the clauses that have been defined for this Agreement. These include Rule-based Clauses. The tab provides the details of clause’s metadata as well as clause extension attributes, if Extended Clause Masterdata configuration is enabled in ICI.
Clause Approver: displays the clauses approver’s details that have been defined for this Agreement. The tab provides the details of clause’s metadata as well as clause extension attributes, if Extended Clause Masterdata configuration is enabled in ICI.
Team: displays the members that are added to the team working on this Agreement for it's complete life cycle. Click Add + icon to add more members.
You can also Replace a User through Team tab.
Notes: displays the comments added for the Agreement.
The left pane on the Agreements, Requests and Associations Details pages displays the count for important sections such as Deviations, Amendments, Commitments and Notes. This makes it easy for business users to immediately identify the number of instances in these sections, without having to open each of them. If an Agreement does not have any attached entities, the count for each will be displayed as zero.
You can perform the following actions from an Agreement Details page:
- Use Smart Links: to see any documents related to the selected Agreement.
- Edit: an Agreement to update any information which was either not provided or was not correct. After editing, click Update and Publish so that all the team members can view the updated Agreement.
- Compare the changes made between any two available Agreement Document versions.
To view and download the redlined document of the selected agreement versions:
1. Click the Compare Document icon. The Show Comparison window opens.
2. Select the two versions that you want to compare.
Note: The Agreement document version comparison always takes place between a higher version on the right panel and a lower version on the
3.Click the View Comparison button. A preview of the redline version is displayed.
4. Click Download Comparison to download the redlined version of the Agreement document in .docx format. Any deleted text appears with a strikethrough and any added text is underlined.
- Send: the Agreement to various users within ICI.
- Send For Approval: sends the Agreement for approval to the assigned team. Before sending the Agreement for approval, select specific Associated Documents that need to be approved with the Agreement. This helps the Approvers to review and approve only the required Associated Documents instead of going through the entire list. Click Send For Approval. This opens Please select document(s) for approver review dialog box. Click Submit after selecting the required Associated Documents.
- Copy the existing Agreement. This option with be shown only if the Agreement is in the approved state.
- Upload Signed Copy: Upload Signed Copy button will be available to Contract Admin and Primary as well as Secondary Owners , so they can scan an upload an Agreement manually signed by the Internal Signatory and proceed with the Workflow. The button will be available only when the Agreement is in Waiting for Internal Signatory state.
- Upload Document
- Cancel
- Download document. You can continue with the Agreement workflow seamlessly after a document has been downloaded. After downloading the document, you will be able to handle the:
- Workflow changes when a document is recalled
- Removal of an Agreement from Adobe Sign during recall
- Call back when a document is signed or rejected
- Workflow movement when a document is signed or rejected
- Confidential
- Download All: You can download an Agreement with all Associated Documents attached to it.
Follow these steps to download an Agreement:
- Click Agreement Management > Agreements on the Home page. The Agreements index page opens.
- Click View Record
icon next to the Agreement you would like to download. - Click Download All. This opens the dialog box with a message that all Associated Documents with this Agreement will be downloaded.
- Click Download. Only the Agreement will be download.
When downloading a file in ICI, users can retain the original file name for any entity when uploading it to ICI, making it easier for users to identify and manage them. This is achieved through a technical configuration.
This is applicable to agreements, amendments, associations and file attributes in agreements/associations.
Note: The original file name cannot be retained for existing files (like those uploaded using the Own type of paper) where a user has not uploaded the file, for ICI generated files, and when users perform operations like Recall or Reject.
Users can download all associated documents together throughout the agreement and amendment lifecycle including the expired state. Users can also download agreement’s amendments with corresponding parent-child associations through the Download All action.
Note: The Administrator can control the access privileges for Download and Download All actions through Role Action Mapping, User Groups and Security Groups as per ICI existing functionality. By default, only primary owner and secondary owner can download all the associations of the agreements and amendments.
To download all associations and amendments of the agreement in expired state:
- Click Configuration > Agreement Management on the Home page. The agreement index page opens.
- Click View Record icon next to the agreement you want to download. For example, MDL Agreement. The agreement Details page opens.
- Click Download All. The Download window opens.
- Select Associations, Amendments and amendment associations you want to download.
Notes:
The Download window for selective download can be enabled through technical configuration for the specific ICI instance.
The Download All action will download all the components of an agreement (base agreement, agreement’s peer and parent-child associations, amendments and amendment parent-child associations) when the selective download is disabled.
- Click Download All. The selected associations with the agreement are downloaded in a zip file on the agreement Details page.
6. Click Show in folder. The downloaded file’s location on the machine opens.
7. Extract and open the zip file.
The system will download the base agreement, and each selected Association, Amendment with selected amendment parent-child associations in separate folders.
For example, selected Annexure1 Association is downloaded in ICMAnnexture1 folder and selected Amendments ICMMDLAgreementAmednment_11 and ICMMDLAgreementAmednment_12 are downloaded with corresponding selected associations in folders named Amendment_1 and Amendment_2.
Reset the Expiry Date of the agreement and amendment
User can reset the expiry date of the expired agreement and amendments as per the business need.
Note: The Administrator can control the access to Reset Expiry Date action through Role Action Mapping, User Groups and Security Groups as per ICI existing functionality. By default, only Administrators and primary owner can reset expiry date of agreements and amendments.
To reset the expiry date of the agreement:
- Click Configuration > Agreement Management on the Home page. The agreement index page opens.
- Click View Record icon next to the agreement you want to open. The agreement Details page opens. For example, MDL Agreement.
- Click Reset Expiry Date. The Reset Agreement Expiry Date window opens.
- Enter the date in New Expiry Date field. For example, July 11, 2020.
- Click Update. The agreement will move back to the previous state if the expiry date is set to future date.
Assigning Executed Agreements: ICIs additional workflow state allows you to assign the executed Agreements to other parties with updated metadata, in order to fulfil obligations and responsibilities, depending on the business requirements. The assignment Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes as configured. Thus, the parent Agreement gets assigned to the new parties on the assignment date.
Terminating Executed Agreements: ICIs additional workflow state allows you to terminate executed Agreements.This is useful in business scenarios where an executed Agreement can be terminated only after executing a termination Agreement for it. The termination Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes including the termination date as per the configuration. Thus, the parent agreement gets terminated on that termination date.
Reports: this section shows reports that are agreement specific and provide information that you are authorized to view. You can select filters and based on the permutation and combinations of the applied filter, the appropriate columns are displayed.
The following reports are accessible on this page:
- Clause Deviations
- Association Report
- Attribute Value Report
An error message is displayed if no results are generated or in case an incorrect filter is applied. You should be able to export the report into Excel, CSV or PDF. You can also schedule an email to be triggered when the report is generated.
To learn more about these reports, go to the Agreement Details Page Reports page.
All other reports can be viewed on various tabs of the Reports tile. To view other reports, go to the Reports Overview page.
ICI Business Applications and Implementation Teams can to set smart link as a means of easy navigation across related entities.
Configurators can:
- Configure a smart link across any ICI entity that defines the entity relationships
- Set the configured smart link in the left navigation pane and control its access privileges using ICI standard left pane configuration capabilities
Users can:
- Click on the left navigation link from an agreement contract type that will render the smart link result in grid
- Access existing ICI grid’s capabilities such as searching, sorting, filtering or exporting results as CSV/Excel for Smart Link results
Any changes made to the smart link configuration, will reflect in any subsequent smart link results rendered from the left navigation pane. The filter/search will also work for the right pane grid.
The smart link configured for left pane through saved search settings will only be available on the left navigation pane and will not appear in the 3 dots select action drop down and under Smart links icon on Entity Details page.
Let’s consider an example of entities related in multi-level hierarchy as Agreement > Obligations > Fulfillments. Earlier users had to navigate through obligations in order to access the child fulfillments. Users can now navigate directly from parent agreement to grandchild fulfillments using the smart link added to the agreement’s left navigation pane, thus saving number of clicks and page loads, and improving efficiency.
Defining the relationship between entities using common attributes
Users can define the relationship between any non related ICI entities using their common attributes by creating a smart link. Users can then add this link to the contract type’s left navigation pane for easy navigation to the linked entities.
The provision to configure these smart links is available on the Save Search window.
To create a Saved Search:
1. Click Search tile on the Home page. The Advanced Search page opens.
2. Select the entity you want to create a smart link for, in the Please select Entities to search field. For example, Statement of Work.
3. Apply the filters and keywords to fine tune the search result you want.
4. Click Save Search icon. The Save Search window opens.
3. Apply the filters and keywords to fine tune the search result you want.
4. Click Save Search icon. The Save Search window opens.
5. Enter a name for a Saved Search in the Save search as: field. For example, Statement of Work.
6. Toggle the Global Search to Yes.
7. Click AdvancedCriteria. The advanced criteria section expands.
6. Toggle the Global Search to Yes.
7. Click AdvancedCriteria. The advanced criteria section expands.
8. Toggle the Smart Link to Yes to set up a smart link. More fields show up to set the smart link properties.
9. Edit the query for the search criteria as required in Edit query field. To edit the query, replace the text in the [] brackets in the query with “?”.
10. Toggle the Smart Link for linked entities to Yes. This creates the smart link to the selected entity in the search, in this case, entityStatement of Work. More fields show up to set this smart link properties.
11. Toggle the Treat Statement of Work as child contract to No. The field dynamically displays the name of the selected entity for which the smart link is being created.
12. Select the contract type in the Linked entity field. The linked entity drop-down displays all contract types available in the ICI. For example, select Master Services Agreement.
This field lets you link the selected entity with any other ICI contract type if they have common attributes. In this case, attribute Created By.
12. Select the contract type in the Linked entity field. The linked entity drop-down displays all contract types available in the ICI. For example, select Master Services Agreement.
This field lets you link the selected entity with any other ICI contract type if they have common attributes. In this case, attribute Created By.
13. Toggle the Treat Statement of Work as child contract to Yes. The Parent contracts field is displayed. The field displays only those contract types related as parent to the selected entity.
14. Select the contract type in the Parent contracts field. For example, select Statement of Work.
14. Select the contract type in the Parent contracts field. For example, select Statement of Work.
15. Toggle the Show on left pane to Yes. This will mark the configured smart link to be displayed on the left navigation pane of the selected contract type in the Linked entity or Parent contracts fields.
16. Toggle For all contracts to Yes/No as required.
17. Click Save. The smart link is created.
The configured smart link in the saved search is then enabled on the selected contract type’s left navigation pane through technical configuration. The smart link can be added at any location on the left navigation pane on the entity details page. For Associations pane, configured smart link can be added either above or below All link, just before the individual associations links are displayed.
For example, Statement of Work saved search created for Statement of Work contract type, is added as smart link to the Master Services Agreement on the left navigation pane.
For example, Statement of Work saved search created for Statement of Work contract type, is added as smart link to the Master Services Agreement on the left navigation pane.
18. Click on the entity’s smart link tab. The smart link's saved search result will be displayed in the grid.
Related Topics: Agreement Details Page Reports | Reports |
