Amendments - Revision history

IDT-1 at 14:36, 19 December 2021

2021-12-19T14:36:39Z

IDT-1 at 14:20, 19 December 2021

2021-12-19T14:20:44Z

WikiSysop at 12:43, 12 December 2021

2021-12-12T12:43:39Z

WikiSysop at 12:37, 12 December 2021

2021-12-12T12:37:23Z

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WikiSysop at 12:16, 12 December 2021

2021-12-12T12:16:28Z

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WikiSysop at 10:49, 12 December 2021

2021-12-12T10:49:45Z

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WikiSysop at 10:40, 12 December 2021

2021-12-12T10:40:43Z

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WikiSysop at 10:07, 12 December 2021

2021-12-12T10:07:23Z

WikiSysop at 10:06, 12 December 2021

2021-12-12T10:06:01Z

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IDT-1 at 06:23, 7 December 2021

2021-12-07T06:23:48Z

@@ Line 64: / Line 64: @@
 .&nbsp;'''Click''' Add Amendment on the executed base Agreement, the Attributes page of the Amendment creation process opens.
-<div class="image-green-border">[[File:Amd1.png|650px|Amd1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The attributes which have inheritance enabled for amendments will have their values copied from the base agreement and are auto-filled on the Attributes page. For example, attribute Contract Value has its value USD 85.00 copied from the agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Amd2.png|650px|Amd2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note''':&nbsp;</div>
+<div class="image-green-border">[[File:AddmAmend new.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The attributes which have inheritance enabled for amendments will have their values copied from the base agreement and are auto-filled on the Attributes page. For example, attribute Contract Value has its value USD 85.00 copied from the agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Amd2.png|650px|Amd2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note''':&nbsp;</div>
 *The Is Inherit On Amendments attribute property is only available for Agreement contract types &nbsp;and Template variables.
 *When the Is Inherit On Amendments is set to Off for an attribute, its value will not be inherited to its amendment. However if that attribute has any default value, it will be auto-populated in amendment s except for amendments created through Bulk Actions.
 *The technical configuration settings for excluding base agreement attributes from its amendments will always take precedence over the settings at agreement contract type and template level. For example, if the attribute Contract value has Is Inherit On Amendments set to On at contract type level, but set to be excluded in a config key, the value for Contract Type will not be inherited to its amendment.
 <div class="image-green-border">8.&nbsp;'''Click'''&nbsp;Next to&nbsp;open&nbsp;the Select Template page.&nbsp;If a Template is not selected from the available Templates or a new Template is not uploaded, the Amendment uses the parent Agreement’s Template by default only if the parent Agreement is created using Own paper. The parent Template’s metadata such as, Name, and Version is captured and can be used to search and report on the amendments and for creating rules and notifications for them.&nbsp;</div> <div class="image-green-border">
-[[File:Amd3.png|720px|Amd3.png]]
+[[File:Amd3.png|650px|Amd3.png]]
 &nbsp;
@@ Line 80: / Line 80: @@
 .&nbsp;'''Click&nbsp;'''Create to create the amendment with all the Attribute values and the template that has been selected by the user.
-</div> <div class="image-green-border">[[File:Amd4.png|720px|Amd4.png]]</div> <div class="image-green-border">&nbsp;</div>
+</div> <div class="image-green-border">[[File:Amd4.png|650px|Amd4.png]]</div> <div class="image-green-border">&nbsp;</div>
 ICI compares the metadata field values with the earlier version of the Amendment and displays these changes in the History tab of the Amendment. Click Show All Changes under the Detail tab to view the differed values.
 <div class="image-green-border">[[File:Amd5.png|720px|Amd5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">The Details popup opens displaying the Attribute Name, Old Value and New Value. If you are creating the first Amendment, ICI&nbsp;compares the metadata values with the main Agreement.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">[[File:Amd6.PNG|720px|Amd6.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Attribute Value Report on the Agreement Details page&nbsp;also displays the changes made to the Attribute values in the Amendment creation process as the first Edit entries.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''&nbsp;'''</div>
@@ Line 86: / Line 86: @@
 You can also create Amendments without referencing their parent Agreements which may be difficult to identify or retrieve, in cases like legacy mergers and acquisitions. So, you can now amend Terms and Conditions of all such Agreements that are not stored in ICI.&nbsp;Support for creation of such Amendments is also available using the Bulk Upload functionality of Excel Add-in.
-<div class="image-green-border">[[File:Amd7.png|720px|Amd7.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''&nbsp;'''</div>
+<div class="image-green-border">[[File:Amd without PA.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''&nbsp;'''</div>
 == Adding Amendments on expired agreements&nbsp; ==
@@ Line 164: / Line 164: @@
 <div class="image-green-border">[[File:N14.png|720px|N14.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;<br/> The notification will be sent to the user upon satisfying the rule conditions.</div>
 === <br/> Accessing Revived Agreement Notification ===
-<div class="image-green-border"><br/> Users can access the notifications received for revived agreements from Notification Dashboard.</div> <div class="image-green-border"><br/> 1. '''Click '''Notifications tab on the Home page. The Notifications Dashboard opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' Revived Agreements. The list of notification events opens. For example, Agreement Executed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Expand''' the notification event Agreement Executed. The notifications belonging to the selected event are displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Select''' the Notification you want to view.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Notification Dash 1.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The selected Notification opens in the right pane.</div>
+<div class="image-green-border"><br/> Users can access the notifications received for revived agreements from Notification Dashboard.</div> <div class="image-green-border"><br/> 1. '''Click '''Notifications tab on the Home page. The Notifications Dashboard opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' Revived Agreements. The list of notification events opens. For example, Agreement Executed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Expand''' the notification event Agreement Executed. The notifications belonging to the selected event are displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Select''' the Notification you want to view.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Notification Dash 1.png|600px|Notification Dash 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The selected Notification opens in the right pane.</div>
 '''&nbsp;'''

@@ Line 64: / Line 64: @@
 .&nbsp;'''Click''' Add Amendment on the executed base Agreement, the Attributes page of the Amendment creation process opens.
-<div class="image-green-border">[[File:Amd1.png|720px|Amd1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The attributes which have inheritance enabled for amendments will have their values copied from the base agreement and are auto-filled on the Attributes page. For example, attribute Contract Value has its value USD 85.00 copied from the agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Amd2.png|720px|Amd2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note''':&nbsp;</div>
+<div class="image-green-border">[[File:Amd1.png|650px|Amd1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The attributes which have inheritance enabled for amendments will have their values copied from the base agreement and are auto-filled on the Attributes page. For example, attribute Contract Value has its value USD 85.00 copied from the agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Amd2.png|650px|Amd2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note''':&nbsp;</div>
 *The Is Inherit On Amendments attribute property is only available for Agreement contract types &nbsp;and Template variables.
 *When the Is Inherit On Amendments is set to Off for an attribute, its value will not be inherited to its amendment. However if that attribute has any default value, it will be auto-populated in amendment s except for amendments created through Bulk Actions.
@@ Line 164: / Line 164: @@
 <div class="image-green-border">[[File:N14.png|720px|N14.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;<br/> The notification will be sent to the user upon satisfying the rule conditions.</div>
 === <br/> Accessing Revived Agreement Notification ===
-<div class="image-green-border"><br/> Users can access the notifications received for revived agreements from Notification Dashboard.</div> <div class="image-green-border"><br/> 1. '''Click '''Notifications tab on the Home page. The Notifications Dashboard opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' Revived Agreements. The list of notification events opens. For example, Agreement Executed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Expand''' the notification event Agreement Executed. The notifications belonging to the selected event are displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Select''' the Notification you want to view.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Notification 123.PNG|720px|Notification 123.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The selected Notification opens in the right pane.</div>
+<div class="image-green-border"><br/> Users can access the notifications received for revived agreements from Notification Dashboard.</div> <div class="image-green-border"><br/> 1. '''Click '''Notifications tab on the Home page. The Notifications Dashboard opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' Revived Agreements. The list of notification events opens. For example, Agreement Executed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Expand''' the notification event Agreement Executed. The notifications belonging to the selected event are displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Select''' the Notification you want to view.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Notification Dash 1.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The selected Notification opens in the right pane.</div>
 '''&nbsp;'''

@@ Line 350: / Line 350: @@
 .&nbsp;'''Enter''' details in the Association, Display Preference and Team tabs.
-. '''Verify''' the details and click Update. The Contract Type will be updated.
+. '''Verify''' the details and click Update. The Contract Type will be updated
-−
-<br/> '''&nbsp;'''
 '''&nbsp;'''
@@ Line 358: / Line 356: @@
 '''&nbsp;'''
-'''Related Topics:'''&nbsp;<a href="[http://int-wiki.cloudapp.net:82/ICMHelpC7/index.php?title=Agreement_Details_Page http://int-wiki.cloudapp.net:82/ICMHelpC7/index.php?title=Agreement_Details_Page]" alt="[http://int-wiki.cloudapp.net:82/ICMHelpC7/index.php?title=Agreement_Details_Page http://int-wiki.cloudapp.net:82/ICMHelpC7/index.php?title=Agreement_Details_Page]" title="[http://int-wiki.cloudapp.net:82/ICMHelpC7/index.php?title=Agreement_Details_Page http://int-wiki.cloudapp.net:82/ICMHelpC7/index.php?title=Agreement_Details_Page]">Agreement Details</a>'''&nbsp;| '''<a href="History">History</a>'''| '''<a href="Agreement%20details%20page%20reports">Reports</a>'''|&nbsp;'''<a href="Add%20Amendment%20without%20Parent%20Agreements%20using%20the%20user%20interface">Add Amendment without Parent Agreements using the user interface</a>'''&nbsp;|&nbsp;'''<a href="Add%20Amendment%20without%20Parent%20Agreement%20using%20Excel%20Add-in">Add Amendment without Parent Agreement using Excel Add-in</a> </div>
+'''Related Topics:'''&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[History|History]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;

@@ Line 80: / Line 80: @@
 </div> <div class="image-green-border">[[File:Amd4.png|720px|Amd4.png]]</div>
 ICI compares the metadata field values with the earlier version of the Amendment and displays these changes in the History tab of the Amendment. Click Show All Changes under the Detail tab to view the differed values.
-<div class="image-green-border">[[File:Amd5.png|720px|Amd5.png]]</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">The Details popup opens displaying the Attribute Name, Old Value and New Value. If you are creating the first Amendment, ICI&nbsp;compares the metadata values with the main Agreement.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">[[File:Amd6.PNG|720px|Amd6.PNG]]</div> <div class="image-green-border">The Attribute Value Report on the Agreement Details page&nbsp;also displays the changes made to the Attribute values in the Amendment creation process as the first Edit entries.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''&nbsp;'''</div>
+<div class="image-green-border">[[File:Amd5.png|720px|Amd5.png]]</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">The Details popup opens displaying the Attribute Name, Old Value and New Value. If you are creating the first Amendment, ICI&nbsp;compares the metadata values with the main Agreement.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">[[File:Amd6.PNG|720px|Amd6.PNG]]</div> <div class="image-green-border">The Attribute Value Report on the Agreement Details page&nbsp;also displays the changes made to the Attribute values in the Amendment creation process as the first Edit entries.</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''&nbsp;'''</div>
 === Creating an Amendment&nbsp;without referencing parent Agreement ===

@@ Line 174: / Line 174: @@
 <div class="image-green-border">[[File:N14.png|720px|N14.png]]<br/> &nbsp;<br/> The notification will be sent to the user upon satisfying the rule conditions.</div>
 === <br/> Accessing Revived Agreement Notification ===
-<div class="image-green-border"><br/> Users can access the notifications received for revived agreements from ''Notification Dashboard''.</div> <div class="image-green-border"><br/> 1. '''Click '''''Notifications ''tab on the ''Home ''page. The ''Notifications Dashboard ''opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' ''Revived Agreements''. The list of notification events opens. For example, ''Agreement Executed.''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Expand''' the notification event ''Agreement Executed.'' The notifications belonging to the selected event are displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Select''' the ''Notification ''you want to view.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Notification 123.PNG|720px]]<br/> &nbsp;'''<br/> The selected ''Notification ''opens in the right pane.</div>
+<div class="image-green-border"><br/> Users can access the notifications received for revived agreements from ''Notification Dashboard''.</div> <div class="image-green-border"><br/> 1. '''Click '''''Notifications ''tab on the ''Home ''page. The ''Notifications Dashboard ''opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' ''Revived Agreements''. The list of notification events opens. For example, ''Agreement Executed.''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Expand''' the notification event ''Agreement Executed.'' The notifications belonging to the selected event are displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Select''' the ''Notification ''you want to view.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''[[File:Notification 123.PNG|720px|Notification 123.PNG]]<br/> &nbsp;'''<br/> The selected ''Notification ''opens in the right pane.</div>
 '''&nbsp;'''
@@ Line 361: / Line 361: @@
 . '''Click '''C''onfiguration > Contract Types ''on the ''Home ''page. The ''Contract Types ''index page opens.
-<div class="image-green-border">[[File:Add Amendment 0.png|720px|Add Amendment 2]]</div>
+<div class="image-green-border">2.&nbsp;'''Click&nbsp;'''the&nbsp;''View Record ''icon corresponding to the contract type you want to define the sorting order for. For example,''Inline Association Test''. The Contract Type Details page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click '''''Edit''. The ''Edit Contract Type'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Edit 1.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Click&nbsp;'''the&nbsp;''View Record ''icon corresponding to the contract type you want to define the sorting order for. For example,''Inline Association Test''. The Contract Type Details page opens.
-<div class="image-green-border">[[File:Add Amendment 3.png|720px|Add Amendment 3]]</div>
 . '''Click '''''Edit''. The ''Edit Contract Type'' page opens.
-<div class="image-green-border">[[File:Add Amendment 4.png|720px|Add Amendment 4]]</div>
 . '''Click'''&nbsp;''Next''. The ''Attributes'' page opens.
@@ Line 371: / Line 367: @@
 . '''Toggle '''the&nbsp;''Is Inherit On Amendments'' field to ''On''.
-<div class="note-box">'''Note: '''By default, the Is Inherit On Amendments property is On for attributes. The configurator should consider the behavior of the rest of the attribute properties along with Is Inherit On Amendments before setting it to Off.&nbsp;</div> <div class="image-green-border">[[File:Add Amendment 5.png|720px|Add Amendment 5]]</div>
+<div class="note-box">'''Note: '''By default, the Is Inherit On Amendments property is On for attributes. The configurator should consider the behavior of the rest of the attribute properties along with Is Inherit On Amendments before setting it to Off.&nbsp;</div> <div class="image-green-border">[[File:Edit 2.PNG|720px]]</div>
 . '''Click''' ''Save''. The Attribute will be updated.