ICIHelp8.2 - User contributions [en]

Workflow Reports

2019-04-15T09:36:53Z

123.252.222.22:

= '''Workflow Reports''' =

The following reports belong to this category:

#Clauses Pending Approval
#Agreements Pending Execution
#Templates Pending Approval
#Agreements Pending Approval 
#Approved Requests Waiting For Contract Creation

== Clauses Pending Approval ==

The Clauses Pending Approval Report provides information on the number of Clauses that are pending for approval. This enables you to take necessary steps to ensure smooth workflow.

The Report is auto-filtered for the current Agreement or Amendment. The result includes details of the Clauses such as the date of sending the Clause for approval, the number of days the approval has been pending and the version. Multiple graphs may be seen based on the Contract Type and the Organization Units. 

The following columns will display with hyperlinks to the actual Agreement:

*''Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), ''and ''Version''
<div class="image-green-border">[[File:Clauses Pending Approval C7SP6.PNG|Clauses Pending Approval C7SP6]]</div>
== Agreements Pending Execution ==

The Agreement Pending Execution Report provides information on the number of Agreements or Amendments that await internal signature and/or the signature from the customer.

The report is auto-filtered for the current Agreement/Amendment and will only provide information that the user is authorized to view. The result includes details about the Agreement, the state of execution, the date of execution as well as the number of days that the execution has been pending. This enables you to make informed decisions and ensure smooth workflows. Multiple graphs may be seen on Contract Types and Organization Units. 

The following columns will display the following columns along with hyperlinks to the actual agreement:

*''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)''
<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|Agreements Pending Execution C7SP6]]</div>
== Templates Pending Approval ==

The Templates Pending Approval Report provides details related to the Templates pending approvals .

The Report will only provide information that the user is authorized to view. The result includes details about the Template, Contract Type, the date it had been sent for approval, and how long it has been pending, and the version. This enables you to make informed decisions and ensure smooth workflows. Multiple graphs may be seen based on the Contract Types and Organizational Units.

The result includes any of the following columns with hyperlinks:

●       ''Template Name, Contract Type, Description, Sent For Approval Date, Ageing (Days), ''and ''Version''
<div class="image-green-border">[[File:Templates Pending Approval C7SP6.PNG|1200x379px|Templates Pending Approval C7SP6]]</div> <div class="image-green-border"> </div>
== Agreements Pending Approval  ==

The Agreements Pending Approval Report provides information on the number of Agreements/Amendments that are in the ''Waiting for Approval'' state.

The Report is auto-filtered for the current Agreement or Amendment and will only provide information that the user is authorized to view. Based on the combinations of the applied filter, the result includes details about the Agreement, the status changed date, and the number of days it has been pending approval.

The following columns will be displayed with hyperlinks to the actual Agreement:

*''Agreement Code, Contract Type, Description, Party Name, Status Changed Date, ''and ''Ageing Days''

In the Review Pending state, the Agreement Details should display the Approve, Reject, Download Document, Request Review, Edit/Modify, Lock/Unlock the document.
<div class="image-green-border">[[File:Agreements Pending Approval C7SP6.PNG|Agreements Pending Approval C7SP6]]</div>

== Approved Requests Waiting for Contract Creation ==

The Approved Requests Waiting For Contract Creation provides information on the number of Requests pending for the logged in user. This Report enables you to view all the actions that need to be taken and reduces the chances of missing pending requests to create Contracts. However, if the correct filters are applied for the Contract Type, date of Request creation, approvals and Request submission, this Report provides a consolidated list of Requests that are pending action. Without this Report, the user would need to apply the right filters in the ''Search'' field to get the desired outcome.

The filters for the Report include the Contract Type and the date of creation and approval, as well as details of the Request submission.

Based on the applied filter, the result includes Contract Details such as the Contract Request code, date of creation and approval, as well as whom it was submitted to.

The result displays the following columns with hyperlinks to the actual Agreement:

*''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and ''Submitted To.''
<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.<br/> [[File:Pending Requests for Contract Initiation C7SP6.PNG|1200x347px|Pending Requests for Contract Initiation C7SP6]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Related Topics:''' [[Reports|Overview of Reports]] | [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_and_Compliance|Legal and Compliance Reports ]]| [[Admin_Reports|Admin Reports]] | 
</div>

Reports

2019-04-15T09:36:02Z

123.252.222.22:

= Reports Overview =

ICM provides a number of out-of-the-box reports that have been strategically articulated to cater specific business needs. They provide an insight to different entities, states and progress of your Agreements, Clauses and Templates so that you can take necessary actions. They enable you make informed decisions by analyzing processes, cycle times, deviations, risks (expiry, renewal, actions pending, and so on.) and SLA’s at each level of an Agreement. Using the right filters to generate vital Reports provides clarity, allows you to correlate functionalities, and improve response time. Such information is valuable to the organization and has a positive impact on your business. It helps you identify future direction, improve performance, mitigate risk and increase revenue.

In ICM, Reports have been grouped based on their usage into Admin, Legal and Compliance, and Workflow for ease-of-use. You can view only those Reports that you are authorized to. You can either view all Reports together or you have the option to filter the reports based on the grouping, using the drop-down or the tabs. You can access individual Reports by clicking them and providing filters for each of them based on your specific requirement. 

Reports are now enhanced to be displayed as per the language selected in the ''Locale Settings'' in the ''User'' ''Preferences''. These reports are driven on the basis of user profile ''Language'' settings.

You also have the option to export the Reports to Excel, CSV or PDF formats. 

== Types of Reports ==

In this section, let us understand ICM Reports in detail.

Reports are mainly divided into 2 groups:

1. '''Default Reports: '''ICM provides a number of out-of-the-box Reports that have been strategically designed to cater to specific business needs. Although these Reports are default, the user will only be able to view the Reports that they are authorized to. Based on their usage, these Reports are displayed on the ''Agreement Details'' page or the ''Report'' tile.
<div class="note-box">'''Note''': Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular set of Agreements in ICM, for example, they would not see those in the Report even though they have the view privileges for Reports.</div>
2. '''Custom Reports: '''Customized Reports may be deployed in ICM based on the requirements of the customer by editing default reports or by creating entirely new custom reports or by deploying reports provided by the customer. These reports are customized for a customer based on their requirement.
<div class="image-green-border">[[File:Reports MyDashboard Reports.png|950x275px|Reports MyDashboard Reports.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Dynamic Reports: '''These reports can be generated by the user through a configurable option (that can be turned On/Off) of providing the ''Advanced Analytics'' tile on the Dashboard as an additional entity with access controlled through Security Groups. This Power Business Intelligence (BI) integration with ICM allows the user to generate dynamic reports on the fly, save the reports and access them quickly using the Advanced Analytics tile, control access to generated reports through Security group, and query the database in the form of normal questions and get results. To know more, click on the related topic below.<br/>  </div>
Here is the list and a brief description of Reports in ICM. 

*'''Detailed Report: '''This Report is Agreement specific and provides details of all the Associations of an Agreement entity-wise. It provides detailed view of all related entities to the Agreement such as, Commitments, Rules, History, and so on. It provides a complete view of the Agreement without the user having to navigate to multiple tabs for the same information. It is extremely convenient when the Agreement along with associations are required to be sent for offline reviews and audits. It helps to assess the accuracy of Associations. This helps in performing compliance checks to correct the outliers (where associations are not made).
*'''Attributes Value Report: '''Captures the values of the attributes and all the edits made to this over the lifecycle of the Contract till date. This Report actually replaces the earlier Export Attribute values on the Agreement entity.
*'''Clause Deviations Report:''' This Report is Agreement specific and provides a text comparison of the standard and the deviated Clause and highlights the difference between them for the specific Agreement from which it was accessed. It provides visibility into the Clauses that are deviated, by whom, the date and time, in what state, the approver and the approval date and time. It helps a legal person detect Clauses that get deviated frequently and make appropriate changes in the library to further reduce cycle times during contract negotiations. 
*'''Expiring Agreements:''' Displays a list of executed Agreements that will expire in next 30,60 or 90 days. 
*'''Agreement Deviation:''' Provides details related to Agreements that have registered deviations from the standard Clause language definitions in the library.
*'''Agreement Clause Content Report:''' Provides the Clause content (Clauses used in the Agreement Templates) for selecting a single or multiple Contract Type.
*'''Attribute Information Report:''' This is an existing Report Provides details of the attribute properties or metadata across its usage in different Contract Types.
*'''Expired Agreements Report:''' This is a new Report that displays all the contracts that expired in the last 30, 60 or 90 days.It helps you to make informed decisions on the renewals or terminations of contracts. The mapping of these Agreements with expiring Agreements helps make important revenue decisions. 
*'''Average Agreement Turn Around Time:''' Provides information on the average number of days required for executing an Agreement or Amendment, from the date of its creation till the date of its execution.
*'''Clause Profiling Report:''' Helps in the mapping of Clauses to the corresponding Templates, with respect to the selected Contract Types. It helps application administrators to view the impact of a particular Clause on all the Templates that have the Clause added in the system. It displays the Clause, its corresponding version, and the Template details in which that Clause has been incorporated. The base entity for the Report is Clause. Even if the Clause does not have an associated Template, it would appear in the Report.  
*'''Template Clause Report:''' Helps in the mapping Templates to the corresponding Clauses, with respect to the Contract Types. It helps application administrators to view the impact when a particular Clause or Template is changed in the system. It displays the Template, its corresponding version and the Clauses present in the respective Template. The base entity for this Report is the Template. 
*'''Agreement Cycle Time Report:''' Shows the cycles for an Agreement and the change of states from the date of creation to the date of execution as well as the elapsed time. The purpose of this Report is to enable the user to detect the deficiencies in the processes and turnaround time for tasks. It helps in identifying the patterns that lead to longer cycle times and take corrective actions in the process and streamline it better. 
*'''User Profiling Report''': Helps you to find details associated to an individual user such as the role, groups and the associated entities. This enables the user to interpret the impact of the user on the system, impact of de-provisioning a user and so on. This Report helps analyze the critical actions pending for a user that may have a big impact. It also provides a direct link to the records and configuration modification that can help in curbing the impact. This Report can also a prerequisite to the Replace User functionality. 
*'''User Login Report:''' Provides information of all user logins for a selected date range. It provides an insight on the adoption of the tool by providing details for the user as well as which function, unit and region is using the tool.
*'''Signature Type Report:''' Provides information on the percentage of Contracts that have been executed manually compared to electronically. Since this involves the entire ecosystem and is a time-consuming process, this Report  provides visibility into the number of contracts that are signed manually against those signed electronically to facilitate compliance and adoption.
*'''Clauses Pending Approval:''' Provides information on the number of Clauses that are pending approval for an Agreement or Amendment along with the duration and the version.
*'''Agreements Pending Execution:''' Yields data on the number of Agreements or Amendments that await internal signature and/or external signature, along with the duration and status changed date.
*'''Templates Pending Approval:''' Provides details related to Templates pending approvals, along with the duration and version.
*'''Agreements Pending Approval:''' Yields information on the number of Agreements or Amendments that are in the ''Waiting for Approval ''state.
*'''Approved Requests Waiting For Contract Creation'''''':''' Provides a consolidated list of Requests for which the contract initiation has not begun.This Report enables the user the user to view all the actions that need to be taken and reduce chances of missing pending Requests to create Contracts. However, if the correct filters are applied for the Contract Type, date of request creation, approvals and request submission, this Report provides a consolidated list of Requests that are pending action. Without this Report, the user would need to apply the right filters in the ''Search'' field to get the desired outcome.
*'''CLM Activity Report:''' Provides a quick view for the CTOs, CFOs, etc. on the current high level status of the Agreements, Contract Requests and user activity to gauge the adoption of the ICM platform in their organization and take corrective action to increase adoption of the platform. The report can be filtered on the Frequency either ''Day Wise'' (default), ''Week Wise'' and ''Month Wise''.  
*'''Masterdata Information Report: '''Displays a summary of Masterdata and helps the user easily identify all the areas that will be affected or need to be modified by any change to the Masterdata Attribute values. The user can update and extract this detailed report on Masterdata and subsequently any reference of it in Rules, Contract Types, Contract Request, Masterdata, Agreements/ Amendments, Associations and User Groups where the given Masterdata Attribute value to make informed decisions. To access this report, users must have Configuration and Security group access. 

== [[Types_of_Reports|Categories of Reports]] ==

Reports that are available on different tabs of the ''Reports'' tile are further categorized into three groups: 

*[[Legal_and_Compliance|Legal and Compliance]]
*[[Admin_Reports|Admin]]
*[[Workflow_Reports|Workflow]]

Reports that are Agreement specific are available on the [[Agreement_details_page_reports|Agreement Details]] page. 
<div class="note-box">Note: Although these reports are default, you can only view the reports that you are authorized to. </div>
 

== Localization of Reports ==

To change the localization settings of a report:

#'''Select''' ''Preferences'' to view your preferences. The ''My Preferences'' window opens.
#'''Click '''''Locale Settings'' to view the options.
#'''Select '''''Language'' to choose a language that you would like to view the report in.
#'''Select '''the ''Time Zone, Date Format ''and ''Time Format'' options for the drop-down list for the selected language.
#'''Click '''''Save'' to save your options.
<div class="image-green-border">[[File:Wiki Reports Localization 1.png|RTENOTITLE]]</div> <ol start="6">
<li>'''Click '''the ''Reports'' tab.</li>
<li>'''Select '''the report that you want to view.</li>
</ol>
<div class="image-green-border">[[File:Wiki reports localization 2.png|1000x400px|Wiki reports localization 2.png]]</div> <ol start="8">
<li>'''Click '''the chart to view the details of the selected report.</li>
</ol>
<div class="image-green-border">[[File:Wiki reports localization 3.png|RTENOTITLE]] </div> <div class="image-green-border">The report columns will be displayed based on the selected filters.</div> <div class="image-green-border">[[File:Wiki reports localization 4.png|1000x400px|Wiki reports localization 4.png]] </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div>
'''Related Topics:''' [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_and_Compliance|Legal and Compliance Reports ]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]] | [[Power_BI_Integration_with_ICM|Power_BI_Integration_with_ICM]]

Workflow Reports

2019-04-15T09:34:01Z

123.252.222.22:

= '''Workflow Reports''' =

The following reports belong to this category:

#Clauses Pending Approval
#Agreements Pending Execution
#Templates Pending Approval
#Agreements Pending Approval 
#Approved Requests Waiting For Contract Creation

== Clauses Pending Approval ==

The Clauses Pending Approval Report provides information on the number of Clauses that are pending for approval. This enables you to take necessary steps to ensure smooth workflow.

The Report is auto-filtered for the current Agreement or Amendment. The result includes details of the Clauses such as the date of sending the Clause for approval, the number of days the approval has been pending and the version. Multiple graphs may be seen based on the Contract Type and the Organization Units. 

The following columns will display with hyperlinks to the actual Agreement:

*''Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), ''and ''Version''
<div class="image-green-border">[[File:Clauses Pending Approval C7SP6.PNG|Clauses Pending Approval C7SP6]]</div>
== Agreements Pending Execution ==

The Agreement Pending Execution Report provides information on the number of Agreements or Amendments that await internal signature and/or the signature from the customer.

The report is auto-filtered for the current Agreement/Amendment and will only provide information that the user is authorized to view. The result includes details about the Agreement, the state of execution, the date of execution as well as the number of days that the execution has been pending. This enables you to make informed decisions and ensure smooth workflows. Multiple graphs may be seen on Contract Types and Organization Units. 

The following columns will display the following columns along with hyperlinks to the actual agreement:

*''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)''
<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|Agreements Pending Execution C7SP6]]</div>
== Templates Pending Approval ==

The Templates Pending Approval Report provides details related to the Templates pending approvals .

The Report will only provide information that the user is authorized to view. The result includes details about the Template, Contract Type, the date it had been sent for approval, and how long it has been pending, and the version. This enables you to make informed decisions and ensure smooth workflows. Multiple graphs may be seen based on the Contract Types and Organizational Units.

The result includes any of the following columns with hyperlinks:

●       ''Template Name, Contract Type, Description, Sent For Approval Date, Ageing (Days), ''and ''Version''
<div class="image-green-border">[[File:Templates Pending Approval C7SP6.PNG|1200x379px|Templates Pending Approval C7SP6]]</div> <div class="image-green-border"> </div>
== Agreements Pending Approval  ==

The Agreements Pending Approval Report provides information on the number of Agreements/Amendments that are in the ''Waiting for Approval'' state.

The Report is auto-filtered for the current Agreement or Amendment and will only provide information that the user is authorized to view. Based on the combinations of the applied filter, the result includes details about the Agreement, the status changed date, and the number of days it has been pending approval.

The following columns will be displayed with hyperlinks to the actual Agreement:

*''Agreement Code, Contract Type, Description, Party Name, Status Changed Date, ''and ''Ageing Days''

In the Review Pending state, the Agreement Details should display the Approve, Reject, Download Document, Request Review, Edit/Modify, Lock/Unlock the document.
<div class="image-green-border">[[File:Agreements Pending Approval C7SP6.PNG|Agreements Pending Approval C7SP6]]</div>
== Approved Requests for Contract Creation ==

The Approved Requests Waiting For Contract Creation provides information on the number of Requests pending for the logged in user. This Report enables you to view all the actions that need to be taken and reduces the chances of missing pending requests to create Contracts. However, if the correct filters are applied for the Contract Type, date of Request creation, approvals and Request submission, this Report provides a consolidated list of Requests that are pending action. Without this Report, the user would need to apply the right filters in the ''Search'' field to get the desired outcome.

The filters for the Report include the Contract Type and the date of creation and approval, as well as details of the Request submission.

Based on the applied filter, the result includes Contract Details such as the Contract Request code, date of creation and approval, as well as whom it was submitted to.

The result displays the following columns with hyperlinks to the actual Agreement:

*''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and ''Submitted To.''
<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.<br/> [[File:Pending Requests for Contract Initiation C7SP6.PNG|1200x347px|Pending Requests for Contract Initiation C7SP6]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">
'''Related Topics:''' [[Reports|Overview of Reports]] | [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_and_Compliance|Legal and Compliance Reports ]]| [[Admin_Reports|Admin Reports]] | 
</div>

Admin Reports

2019-04-15T09:29:50Z

123.252.222.22:

= Admin Reports =

The following reports belong to this category:

*Average Agreement Turn Around Time
*Clause Profiling Report
*Template-Clause Report
*Agreement Cycle Time Report
*User Profiling Report
*User Login Report
*Signature Type Report
*CLM Activity Report
*Masterdata Information Report

== Average Agreement Turn Around Time ==

The Average Agreement Turn Around Time Report provides information on the average number of days required for executing an Agreement/Amendment, from the date of its creation till the date of its execution.

The report will only provide information that the user is authorized to view. The result displays a list of agreements for a Contract Type and provides details about the status changed date to be able to track the turnaround time. . The graphs summarize the average turn-around time for executing the Agreements along Contract Type and organization units.

The report displays the following columns with hyperlinks to the actual Agreement:

*''Agreement Code, Contract Type, Average turn around time ''(days)
*''Deviated By, Deviated Date ''and''Time, Deviation Status, Comments Added By, Comments Added Date & Time, Comments, Approved By ''(multiple entries''), ''or ''Approved Date & Time ''(multiple entries)
<div class="image-green-border">[[File:Reports Admin AverageAgreementTurnAroundTime.png|900x300px|Reports Admin AverageAgreementTurnAroundTime.png]]</div>
== Clause Profiling Report ==

The Clause Profiling Report helps in the mapping of Clauses to the corresponding Templates, with respect to the selected Contract Types. It helps application administrators to view the impact of a particular Clause on all Templates that have the Clause added in the system. It displays the Clause, it’s corresponding version and the Template details in which that Clause has been incorporated. The base entity for the Report is Clause.

Even if the Clause does not have an associated Template, it must appear in the Report.

The filters to generate the report include ''Contract Type, Clause Name, Only Clauses ''and ''Is Latest. ''Contract Type and Clause Name are visible to the user based on their authorization.

If ''Only Clauses'' is set to ''True'', only the Clause details are displayed in the Report; the Template details are not visible. However, if ''Only Clauses ''is set to ''False'', then both the clauses and the respective template details are visible. The Default Value for this is ''False''.

If ''Is Latest'' is set to ''True'', only the latest version of the Clause will be displayed. However, if ''Is Latest'' is set to ''False'', then all the versions of the Clause are displayed. The Default Value for this is ''False''.

Based on the combinations of the applied filter, the following columns will be displayed with hyperlinks to the actual Agreement:

*''Contract Type Name, Clause Name, Clause Code, Clause Version, Template Name, Template Code,'' and ''Template Version.''
<div class="image-green-border">[[File:Reports Admin ClauseProfillingReport.png|RTENOTITLE]]</div>
== Template Clause Report ==

The Template Clause Report helps mapping Templates to the corresponding Clauses, with respect to the Contract Types. It helps application administrators to view the impact when a particular Clause or Template is changed in the system. It displays the Template, it’s corresponding version and the clauses present in the respective Template. The base entity for this Report is the Template.

The filters to generate the Report include ''Contract Type, Clause Name, Only Clauses ''and ''Is Latest. Contract Type'' and ''Clause Name'' are visible to the user based on their authorization.

If ''Only Templates ''is set to ''True'', only the Template details are displayed in the Report; the Clause details are not visible. However, if ''Only Templates ''is set to ''False'', then both the templates and the respective clause details are visible. The Default Value for this is ''False''.

If ''Is Latest'' is set to ''True'', only the latest version of the Template will be displayed. However, if ''Is Latest'' is set to ''False'', then all the versions of the Template are displayed. The Default Value for this is ''False''.

Based on the combinations of the applied filter, the following columns will be displayed with hyperlinks to the actual Agreement:

*''Contract Type Name, Template Name, Template Code, Template Version, Clause Name, Clause Code, ''and ''Clause Version.''

The report is sort by the alphabetical order of the Contract Type name followed by the alphabetical order of the Template name, followed by ascending order of Template version.
<div class="image-green-border">[[File:Reports Admin TemplateClauseReport.png|RTENOTITLE]]</div>
== Agreement Cycle Time Report ==

The Agreement Cycle Time Report is a drill down report that shows the cycles for an Agreement and the change of status from the date of creation to the date of execution as well as the elapsed time. The purpose of this Report is to enable you detect the deficiencies in the processes and turnaround time for tasks. It helps you identify patterns that lead to longer cycle times and take corrective actions in the process and streamline it better.  

Each time the Agreement returns to a previous state, a new entry is created. For example, If the approver is rejected and the Agreement comes back to the ''Draft'' state it is recalled from ''Waiting for External Signature ''state and so on. This is applicable only to executed Agreements. Each cycle is displayed as a new row when expanded. The excel export takes care of the relevant groupings and display all the data. This report displays charts. These charts help the user to easily compare the average cycle time for different contract types. They also help to easily identify the status in which Agreements remain for a longer duration. 

The Bar graph on the left hand side displays the Contract Type by Average Cycle Time. By default, the report is filtered by ''Time Duration In'' ''Days'', but you have the option to filter it by ''Hours'' as well. Clicking a bar on the graph displays the chart on the right hand side that displays the Average Cycle Time by Status of the Contract.

For example, the following two Agreements are displayed in the list: Agreement ICMMSA_SD (Total Duration – 3.87) and Agreement (Total Duration – 0.07). The bar on the chart displays an average of the total duration of these 2 reports i.e. 3.87+0.07/2 == 1.97

Clicking the bar on the Agreement ICMMSA_SD will display the Average Cycle Time Status (''Approved, Draft, WaitingForApproval ''or''WaitingForExternalSignature'') chart for this Agreement in days on the right hand side.

The Report can be filtered on the Contract Type, total cycle time, the date range of creation as well as the duration in days/hours.

Based on the applied filter, the result provides details about the date of creation and execution, the duration of the report whether it is in the draft, approval, waiting for signature or executed state for an Agreement.

The following columns with hyperlinks to the actual Agreement will be displayed:

*''Agreement Code, Agreement Name, Primary Owner, Created Date, OU, Execution Date, Total Duration (Days), Draft Duration (Days), Waiting for Approval Duration (Days), Approved Duration (Days), Waiting for Internal Signature Duration (Days), Waiting for External Signature Duration (Days), On Hold Duration (Days), and Cancelled Duration (Days).''
<div class="image-green-border">''[[File:Wiki cycle time report.png|1000x400px|Wiki cycle time report.png]]''</div>
 
<div class="image-green-border">[[File:Reports Admin AgreementCycleTimeReport img1.png|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Reports Admin AgreementCycleTimeReport img2.png|RTENOTITLE]]</div>
 

== User Profiling Report ==

The User Profiling Report helps you find details associated to an individual user such as the role, groups and the associated entities. This enables you to interpret the impact of the user on the system, the impact of deprovisioning a user, and so on. The Report helps to analyze the critical actions pending for a user that may have a big impact. It also provides a direct link to the records and configuration modification which can help curb the impact. It can also act as a prerequisite to the ''Replace User'' functionality.

The report can be filtered by searching a user by name or email ID, the entity name or status or the role of the user and then''' clicking '''''View Report ''which generates entities for the specified user name. This is followed by email ID, name of the entity and its status. You can also filter the Report by the role of the user.

Based on the applied filter, different set of columns will be displayed for each entity association type. The result includes details of the user including the name, email, associated groups, organization path and the roles assigned thus helping to identify critical actions related to the use.

The following columns will be displayed with hyperlinks to the actual Agreement:

*''User Name, Email ID, Organization Unit Path, ''and ''Roles Assigned''

When the flag ''Show Only Orphan Records'' is toggled to ''Yes'', the records where the selected user is the only active (Primary/Secondary) user is displayed, so that you can easily identify the number of records that would get orphaned on de-provisioning the selected user. When the flag ''Show Only Orphan Records'' is toggled to ''No'', all records where this user is part of the team, irrespective of the role, are displayed.
<div class="image-green-border">[[File:User Profiling Report.png|User Profiling Report - C7.SP6]]</div> <div class="image-green-border"> </div>

== User Login Report ==

The User Login Report provides information of all user logins for a selected date range. It provides an insight on the adoption of the tool by providing details for the user as well as which function, unit and region is using the tool.

The possible filters to generate this report include the date range (by default current date minus 7 days) or the user name (as a type ahead or free text entry).

The result includes details such as the type of user, the login date and time, how long a user was active in the system, the IP address, and so on.

As a result, the following columns will display with hyperlinks to the actual Agreement:

*''User Name, User Email Address, Organization Unit ''(path)'', Type Of User, Login Date ''and ''Time, ''and ''IP Address.''

The IP Address column captures the IP address from all possible scenarios along with the Session Start Time. 

The report is sorted by the alphabetical order of the user name first followed by the descending order of the login date.
<div class="image-green-border">[[File:Reports Admin UserLoginReport.png|900x250px|Reports Admin UserLoginReport.png]]</div>

== Signature Type Report ==

The Signature Type Report provides information on the percentage of Contracts that have been executed manually as compared to electronically. Electronic signatures have become popular as companies have started going green and minimizing the use of paper. Since this involves the entire ecosystem and is a time-consuming process, this Report provides visibility into the number of contracts that are signed manually against those signed electronically to facilitate compliance and adoption.

The filters to generate this report include the date range that helps to filter Agreements that moved to the ''Executed'' state for a Contract Type. inclusive of both dates. The results includes the Agreement details, its state, the effect and expiration date, the signature type, and so on.Multiple graphs may be seen based on the organizational units.

The following columns are displayed with hyperlinks to the actual Agreement:

*''Agreement Code, Agreement Name, Contract Type Name, Status, Business Status, Effective Date, Expiry Date, Signature Type, and Type Of Paper.''

The report is sort by alphabetical order of the Contract Type followed by the alphabetical order of Agreement code.
<div class="image-green-border">[[File:Reports Admin SignatureTypeReport img1.png|900x250px|Reports Admin SignatureTypeReport img1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Reports Admin SignatureTypeReports img2.png|900x250px|Reports Admin SignatureTypeReports img2.png]]</div> <div class="image-green-border"> </div>

== CLM Activity Report ==
<div class="image-green-border">This report gives a quick view for the CTOs, CFOs, etc. on the current high level status of the Agreements, Contract Requests and user activity to gauge the adoption of the ICM platform in their organization and take corrective action to increase adoption of the platform. The report can be filtered on the ''Frequency ''either ''Day Wise (default), Week Wise ''and ''Month Wis''e.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:CLM Actiity Report 1.png|C7.SP7 - CLM Activity Report 1]]</div> <div class="image-green-border"> </div> <div class="image-green-border">This report is filtered on the ''Frequency'' either ''Day Wise, Week Wise ''and ''Month Wise''. By default, the ''Day Wise'' frequency is selected. <br/> On selecting the ''Day Wise ''option, the report displays the trend for the last 15 days (excluding the present day). However, for the ''Week Wise'', the report displays the trend for the last 12 weeks (excluding the present week) and the ''Month Wise'' option displays the trend for the last 12 months (excluding the present month). </div> <div class="image-green-border"> </div> <div class="image-green-border">Above this report, a ''Summary'' (cumulative numbers) since customer onboarding displays: </div>
*''The Total Contracts Created''
*''The Total Contracts Executed''
*''The number of Active Users''
*''The Average Contract Cycle Time (in Days)''
<div class="image-green-border">[[File:SP7 CLM Actiity Report 2.PNG|C7.SP7 - CLM Activity Report 2]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, in the report shown in the screenshot below, the Summary tile displays that 644 contracts were created, of which 109 contracts were executed till date. A total of 18 users have logged in to the system since customer onboarding and the overall average contract cycle time is 0.71 days to date.<br/>  </div> <div class="image-green-border">The information provided in the CLM Activity Report is based on the following 3 reports:</div> <div class="image-green-border"> </div> <div class="image-green-border">1. The ''User Activity Report ''includes the following information:</div>
*''Total Users Provisioned'' (line graph)
*''Active Users'' (line graph)
<div class="image-green-border">For example, in the report shown below in the screenshot, on Oct 24, 94 users were provisioned in the system and of which, 9 users logged in to the system on that day.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:SP7 CLM Actiity Report 3.PNG|C7.SP7 - CLM Activity Report 3]]<br/>  </div> <div class="image-green-border">2. The ''Contracts Report'' includes the following information:</div>
*''Average Contract Turnaround Time'' (line graph)
*''Contracts Created ''(bar chart)
*''Contracts In Progress ''(bar chart) 
*''Contracts Executed'' (bar chart) 

For example, in the report shown in the screenshot below, on Oct 23, 81 contracts were created in ICM. Apart from that, 366 contracts were in progress and only 9 contracts got executed on that date. The average contract turnaround time was 14 days on Oct 23.
<div class="image-green-border">[[File:SP7 CLM Actiity Report 4.PNG|C7.SP7 - CLM Activity Report 4]]</div>
3. The ''Contract Requests'' includes the following information:

*''Average Contracts Turnaround Time'' (line graph)
*''Total Contract Requests Approved ''(bar chart)
*''Total Contract Requests Created'' (bar chart) 

For example, in the report shown in the screenshot below, on Oct 19, 7 contract requests were created in ICM. Also, 1 contract request was approved and average contracts turnaround time was 1 day as of Oct 19.
<div class="image-green-border">[[File:SP7 CLM Actiity Report 5.PNG|C7.SP7 - CLM Activity Report 5]]<br/>  </div> <div class="note-box">The ''Contract Requests Report'' will be displayed only if the Contract Request Contract Type is present.</div>
 

== Masterdata Information Report ==

This report displays a summary of Masterdata and helps the user easily identify all the areas that will be affected or need to be modified by any change to the Masterdata Attribute values. The user can update and extract this detailed report on Masterdata and subsequently any reference of it in Rules, Contract Types, Contract Request, Masterdata, Agreements/ Amendments, Associations and User Groups where the given Masterdata Attribute value to make informed decisions. To access this report, users must have Configuration and Security group access. By default, the latest records are listed first but the list can be sorted as required. 
<div class="image-green-border">[[File:SP7 Masterdata Information Report.png|SP7 Masterdata Information Report.png]]</div>
For Contract types, all the Contract Type references where a particular Masterdata value (provided in the filter) is referred are displayed. <br/> The records displayed will include:

*Attributes of any Contract Type that is configured as a conditional attribute on another attribute (Masterdata Lookup). For example, the attribute Discount may be configured as a conditional attribute that will be applicable if the attribute Project Value is more than $500,000.
*Any attribute of a Contract Type that is configured as a Lookup attribute and cascading is done on another attribute which is a Masterdata Lookup. For example, the attribute City (such as, New York) may be configured as a lookup and cascade on the attribute Country (such as, United States of America).

The report can be filtered using the following parameters:

*Contract Type
*Attribute Name
*Attribute Value

The Masterdata Information Report contains a ''Document Map'' on the left hand side that displays the only sections for which relevant records are present. Hyperlinks are provided for all the instances displayed in the report to easily navigate to the particular section.
<div class="image-green-border">[[File:SP7 Masterdata Information Report - Document Map.png|SP7 Masterdata Information Report - Document Map.png]]</div>
The ''Contract Type'' section of the Masterdata Information Report can be filtered on the basis of the Contract Type and Attributes available for that Contract Type. Based on the applied filters, all the Contract Type references where a particular Masterdata value (provided in the filter) is referred are displayed. The records displayed will include:

*Attributes of any Contract Type that is configured as a conditional attribute of another attribute (Masterdata Lookup)
*Any attribute of a Contract Type that is configured as a Lookup attribute and cascading is done on another attribute which is a Masterdata

The following columns are displayed:

*''Contract Type Name ''(hyperlink to the latest ''Contract Type Details'' page), ''Contract Type Code,'' ''Type of Contract,'' ''Contract Type Version,'' ''Attribute Name, Attribute System Name.''' '''Status''
<div class="image-green-border">[[File:SP7 Masterdata Information Report - Contract Type.png|SP7 Masterdata Information Report - Contract Type.png]]</div>
The ''Master Data'' section of the Masterdata Information Report can be filtered on the basis of the Contract Type and Attributes available for that Contract Type. Based on the applied filters, all the Masterdata instances where a particular Masterdata value (which is provided in the filter) is referred, with all instances that either Active or Inactive, are displayed.

The following columns are displayed:

*''Contract Type, Masterdata Name, Masterdata Code (hyperlink to the Masterdata Details page), Attribute Name, Attribute System Name, Status''
<div class="image-green-border">''[[File:SP7 Masterdata Information Report - Masterdata.png|SP7 Masterdata Information Report - Masterdata.png]]''</div>
The ''Agreements/Amendments ''section of the Masterdata Information Report can be filtered on the basis of the Contract Type and Attributes available for that Contract Type. Based on the applied filters, all the Agreement and Amendment instances where a particular Masterdata value (provided in the filter) is referred (Attributes or Template Variables) are displayed. Legacy Agreements are displayed as well.

The following columns are displayed:<br/> •    ''Agreement Name ''(hyperlink to the ''Agreement Details ''page), ''Agreement Code, Attribute Name, Attribute System Name, ''''S''''tatus''
<div class="image-green-border">''[[File:SP7 Masterdata Information Report - Agreements - Amendments.png|SP7 Masterdata Information Report - Agreements - Amendments.png]]''</div>
The ''Associations'' section of the Masterdata Information Report can be filtered on the basis of the Contract Type and Attributes available for that Contract Type. Based on the applied filters, all the Association instances for Agreements and Amendments where a particular Masterdata value (provided in the filter) is referred are displayed.

The following columns are displayed:<br/> •    ''Association Name ''(hyperlink to the ''Association Details'' page), ''Association Type, Association Parent, Association Parent ID, Attribute Name. Attribute System Name, Status''
<div class="image-green-border">''[[File:SP7 Masterdata Information Report - Associations.png|SP7 Masterdata Information Report - Associations.png]]''</div>
The ''Contract Request'' section of the Masterdata Information Report can be filtered on the basis of the Contract Type and Attributes available for that Contract Type. Based on the applied filters, all the Contract Type Requests’ references where a particular Masterdata value (provided in the filter) is referred are displayed. 

The following columns are displayed:<br/> •    ''Contract Request Name ''(hyperlink to the Contract Request Details page), ''Contract Request Code, Attribute Name, Attribute System Name, Status''
<div class="image-green-border">''[[File:SP7 Masterdata Information Report - Contract Request.png|SP7 Masterdata Information Report - Contract Request.png]]''</div>
The ''Rules ''section of the Master Information Report can be filtered on the basis of the Contract Type and attributes available in the Attributes Name drop-down for that Contract Type. Based on the applied filters, all the Rules where a particular Masterdata value (which is provided in the filter) is referred is displayed.

The following columns are displayed:

*''Rule Name, Rule Type ''(hyperlink to the ''Rules Edit ''page), ''Rule For, Rule Description, Active, Last Updated, Contract Type, Rule, Condition, Action''

A link to the ''User Groups'' is provided in the report that directs the user to the User Group page where you can manually verify if the particular Masterdata value (provided in the filter) is referred anywhere in the User Group.
<div class="image-green-border">[[File:SP7 Masterdata Information Report - User Groups.PNG|SP7 Masterdata Information Report - User Groups.PNG]]</div>
 
<div class="image-green-border">
*'''Related Topics:''' [[Reports|Overview of Reports]] | [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_&_Compliance|Legal & Compliance Reports ]] | [[Workflow_Reports|Workflow Reports]] |
</div>

Broadcast

2019-04-15T05:39:48Z

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= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast:

1. '''Click''' the ''Agreement Management ''tile on the ''Dashboard''. The ''Agreements ''page opens displaying a list of Agreements.

2. '''Click''' the ''View Record ''icon next to the agreement you wish to broadcast. The Agreement’s ''Details'' page opens.

3. '''Click''' the ''Broadcast'' [[File:Broadcast icon 7.8.PNG|RTENOTITLE]]icon. The ''Broadcast ''window opens. This has two tabs.
<div class="image-green-border">[[File:Broadcast broadcast window 7.8.PNG|RTENOTITLE]]</div>
 

'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon to select and add recipients for the message. The ''Search User'' window opens. You can either search the desired user using the search bar or select the ''Internal'', ''Third Party'' users along with their roles displayed under the respective tabs.
<div class="image-green-border">[[File:Broadcast select user 7.8.png|RTENOTITLE]]</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the ribbon.

3. You can also provide a link to the Request or Agreement. The recipients can use this link to access the Request or Agreement directly from the Broadcast email, instead of logging into ICM and searching for that Request or Agreement.
<div class="image-green-border">[[File:Broadcast broadcast message 7.8.png|RTENOTITLE]]</div>
'''Attachments'''

4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, and format. '''Select '''the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:Broadcast attachments 7.8.png|RTENOTITLE]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements_Page|Agreements Page]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Reports

2019-02-18T07:01:10Z

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= Reports Overview =

ICM provides a number of out-of-the-box reports that have been strategically articulated to cater specific business needs. They provide an insight to different entities, states and progress of your Agreements, Clauses and Templates so that you can take necessary actions. They enable you make informed decisions by analyzing processes, cycle times, deviations, risks (expiry, renewal, actions pending, and so on.) and SLA’s at each level of an Agreement. Using the right filters to generate vital Reports provides clarity, allows you to correlate functionalities, and improve response time. Such information is valuable to the organization and has a positive impact on your business. It helps you identify future direction, improve performance, mitigate risk and increase revenue.

In ICM, Reports have been grouped based on their usage into Admin, Legal and Compliance, and Workflow for ease-of-use. You can view only those Reports that you are authorized to. You can either view all Reports together or you have the option to filter the reports based on the grouping, using the drop-down or the tabs. You can access individual Reports by clicking them and providing filters for each of them based on your specific requirement. 

Reports are now enhanced to be displayed as per the language selected in the ''Locale Settings'' in the ''User'' ''Preferences''. These reports are driven on the basis of user profile ''Language'' settings.

You also have the option to export the Reports to Excel, CSV or PDF formats. 

== Types of Reports ==

In this section, let us understand ICM Reports in detail.

Reports are mainly divided into 2 groups:

1. '''Default Reports: '''ICM provides a number of out-of-the-box Reports that have been strategically designed to cater to specific business needs. Although these Reports are default, the user will only be able to view the Reports that they are authorized to. Based on their usage, these Reports are displayed on the ''Agreement Details'' page or the ''Report'' tile.
<div class="note-box">'''Note''': Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular set of Agreements in ICM, for example, they would not see those in the Report even though they have the view privileges for Reports.</div>
2. '''Custom Reports: '''Customized Reports may be deployed in ICM based on the requirements of the customer by editing default reports or by creating entirely new custom reports or by deploying reports provided by the customer. These reports are customized for a customer based on their requirement.
<div class="image-green-border">[[File:Reports MyDashboard Reports.png|950x275px|Reports MyDashboard Reports.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Dynamic Reports: '''These reports can be generated by the user through a configurable option (that can be turned On/Off) of providing the ''Advanced Analytics'' tile on the Dashboard as an additional entity with access controlled through Security Groups. This Power Business Intelligence (BI) integration with ICM allows the user to generate dynamic reports on the fly, save the reports and access them quickly using the Advanced Analytics tile, control access to generated reports through Security group, and query the database in the form of normal questions and get results. To know more, click on the related topic below.<br/>  </div>
Here is the list and a brief description of Reports in ICM. 

*'''Detailed Report: '''This Report is Agreement specific and provides details of all the Associations of an Agreement entity-wise. It provides detailed view of all related entities to the Agreement such as, Commitments, Rules, History, and so on. It provides a complete view of the Agreement without the user having to navigate to multiple tabs for the same information. It is extremely convenient when the Agreement along with associations are required to be sent for offline reviews and audits. It helps to assess the accuracy of Associations. This helps in performing compliance checks to correct the outliers (where associations are not made).
*'''Attributes Value Report: '''Captures the values of the attributes and all the edits made to this over the lifecycle of the Contract till date. This Report actually replaces the earlier Export Attribute values on the Agreement entity.
*'''Clause Deviations Report:''' This Report is Agreement specific and provides a text comparison of the standard and the deviated Clause and highlights the difference between them for the specific Agreement from which it was accessed. It provides visibility into the Clauses that are deviated, by whom, the date and time, in what state, the approver and the approval date and time. It helps a legal person detect Clauses that get deviated frequently and make appropriate changes in the library to further reduce cycle times during contract negotiations. 
*'''Expiring Agreements:''' Displays a list of executed Agreements that will expire in next 30,60 or 90 days. 
*'''Agreement Deviation:''' Provides details related to Agreements that have registered deviations from the standard Clause language definitions in the library.
*'''Agreement Clause Content Report:''' Provides the Clause content (Clauses used in the Agreement Templates) for selecting a single or multiple Contract Type.
*'''Attribute Information Report:''' This is an existing Report Provides details of the attribute properties or metadata across its usage in different Contract Types.
*'''Expired Agreements Report:''' This is a new Report that displays all the contracts that expired in the last 30, 60 or 90 days.It helps you to make informed decisions on the renewals or terminations of contracts. The mapping of these Agreements with expiring Agreements helps make important revenue decisions. 
*'''Average Agreement Turn Around Time:''' Provides information on the average number of days required for executing an Agreement or Amendment, from the date of its creation till the date of its execution.
*'''Clause Profiling Report:''' Helps in the mapping of Clauses to the corresponding Templates, with respect to the selected Contract Types. It helps application administrators to view the impact of a particular Clause on all the Templates that have the Clause added in the system. It displays the Clause, its corresponding version, and the Template details in which that Clause has been incorporated. The base entity for the Report is Clause. Even if the Clause does not have an associated Template, it would appear in the Report.  
*'''Template Clause Report:''' Helps in the mapping Templates to the corresponding Clauses, with respect to the Contract Types. It helps application administrators to view the impact when a particular Clause or Template is changed in the system. It displays the Template, its corresponding version and the Clauses present in the respective Template. The base entity for this Report is the Template. 
*'''Agreement Cycle Time Report:''' Shows the cycles for an Agreement and the change of states from the date of creation to the date of execution as well as the elapsed time. The purpose of this Report is to enable the user to detect the deficiencies in the processes and turnaround time for tasks. It helps in identifying the patterns that lead to longer cycle times and take corrective actions in the process and streamline it better. 
*'''User Profiling Report''': Helps you to find details associated to an individual user such as the role, groups and the associated entities. This enables the user to interpret the impact of the user on the system, impact of de-provisioning a user and so on. This Report helps analyze the critical actions pending for a user that may have a big impact. It also provides a direct link to the records and configuration modification that can help in curbing the impact. This Report can also a prerequisite to the Replace User functionality. 
*'''User Login Report:''' Provides information of all user logins for a selected date range. It provides an insight on the adoption of the tool by providing details for the user as well as which function, unit and region is using the tool.
*'''Signature Type Report:''' Provides information on the percentage of Contracts that have been executed manually compared to electronically. Since this involves the entire ecosystem and is a time-consuming process, this Report  provides visibility into the number of contracts that are signed manually against those signed electronically to facilitate compliance and adoption.
*'''Clauses Pending Approval:''' Provides information on the number of Clauses that are pending approval for an Agreement or Amendment along with the duration and the version.
*'''Agreements Pending Execution:''' Yields data on the number of Agreements or Amendments that await internal signature and/or external signature, along with the duration and status changed date.
*'''Templates Pending Approval:''' Provides details related to Templates pending approvals, along with the duration and version.
*'''Agreements Pending Approval:''' Yields information on the number of Agreements or Amendments that are in the ''Waiting for Approval ''state.
*'''Pending Requests for Contract Initiation:''' Provides a consolidated list of Requests for which the contract initiation has not begun.This Report enables the user the user to view all the actions that need to be taken and reduce chances of missing pending Requests to create Contracts. However, if the correct filters are applied for the Contract Type, date of request creation, approvals and request submission, this Report provides a consolidated list of Requests that are pending action. Without this Report, the user would need to apply the right filters in the ''Search'' field to get the desired outcome.
*'''CLM Activity Report:''' Provides a quick view for the CTOs, CFOs, etc. on the current high level status of the Agreements, Contract Requests and user activity to gauge the adoption of the ICM platform in their organization and take corrective action to increase adoption of the platform. The report can be filtered on the Frequency either ''Day Wise'' (default), ''Week Wise'' and ''Month Wise''.  
*'''Masterdata Information Report: '''Displays a summary of Masterdata and helps the user easily identify all the areas that will be affected or need to be modified by any change to the Masterdata Attribute values. The user can update and extract this detailed report on Masterdata and subsequently any reference of it in Rules, Contract Types, Contract Request, Masterdata, Agreements/ Amendments, Associations and User Groups where the given Masterdata Attribute value to make informed decisions. To access this report, users must have Configuration and Security group access. 

== [[Types_of_Reports|Categories of Reports]] ==

Reports that are available on different tabs of the ''Reports'' tile are further categorized into three groups: 

*[[Legal_and_Compliance|Legal and Compliance]]
*[[Admin_Reports|Admin]]
*[[Workflow_Reports|Workflow]]

Reports that are Agreement specific are available on the [[Agreement_details_page_reports|Agreement Details]] page. 
<div class="note-box">Note: Although these reports are default, you can only view the reports that you are authorized to. </div>
 

== Localization of Reports ==

To change the localization settings of a report:

#'''Select''' ''Preferences'' to view your preferences. The ''My Preferences'' window opens.
#'''Click '''''Locale Settings'' to view the options.
#'''Select '''''Language'' to choose a language that you would like to view the report in.
#'''Select '''the ''Time Zone, Date Format ''and ''Time Format'' options for the drop-down list for the selected language.
#'''Click '''''Save'' to save your options.
<div class="image-green-border">[[File:Wiki Reports Localization 1.png|RTENOTITLE]]</div> <ol start="6">
<li>'''Click '''the ''Reports'' tab.</li>
<li>'''Select '''the report that you want to view.</li>
</ol>
<div class="image-green-border">[[File:Wiki reports localization 2.png|1000x400px|Wiki reports localization 2.png]]</div> <ol start="8">
<li>'''Click '''the chart to view the details of the selected report.</li>
</ol>
<div class="image-green-border">[[File:Wiki reports localization 3.png|RTENOTITLE]] </div> <div class="image-green-border">The report columns will be displayed based on the selected filters.</div> <div class="image-green-border">[[File:Wiki reports localization 4.png|1000x400px|Wiki reports localization 4.png]] </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div>
'''Related Topics:''' [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_and_Compliance|Legal and Compliance Reports ]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]] | [[Power_BI_Integration_with_ICM|Power_BI_Integration_with_ICM]]

Bulk Actions

2019-01-30T08:45:01Z

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= Bulk Actions  =

Users can perform bulk actions using the ''Bulk Actions'' tile on the ''Dashboard'' to create and update entities directly within ICM. When uploaded, these entities become part of the ICM workflow and can be managed within ICM itself.

Feature highlights: 

*Optimal use of APIs and parallel processing for improved performance, thus allowing multiple users to add multiple batches of files simultaneously 
*Eliminates the need of using a third party application such as Excel Add-in to upload entities in bulk
*Ability to select Attributes from ICM user interface (which is not possible when using Excel Add-in)
*Ability to select an already existing Template if its not selected already
*Access control by providing visibility to the tile only to users with ''Manage ''privileges
*Ability to view error logs and records that succeeded or failed validation

The Bulk Action tile enables you to:

*Update Existing Entities
*Add Batch
*View the status of batches that are already added 

To perform Bulk Actions: 

1. '''Click '''''Bulk Actions ''tile on the Dashboard. The ''Bulk Action Management ''page opens. 

[[File:Bulk Actions Tile.png|RTENOTITLE]]

2. '''Click '''''Update Existing ''on the ''Bulk Action Management ''page. The ''Update ''page opens and you can: 

*Download the the existing status and error files of a batch or add a new batch
*Update the existing Agreements by adding Amendments using the ''Update Existing ''tile
*Make changes to the Agreement that is in ''Executed ''state (signed by both internal and external parties). To make changes to an executed Agreement you must add an Amendment to it
*You must have a Saved Search created before you can update any entity
<div class="image-green-border">[[File:Update Existing Tile.PNG|RTENOTITLE]]</div>
To add Amendments 

3. '''Click '''''Update Existing ''on the ''Bulk Action Management ''page. The ''Update ''page opens. 

4. Perform the following actions on this page and '''click '''''Next.''

*Bulk Upload Action: '''Select '''''Add Amendments ''from this drop-down. This helps in adding an Amendment to an existing Agreement. You can add Amendments only to Agreements in ''Executed ''state.
*Saved Search: '''Select '''the Saved Search from this drop-down. This drop-down shows all the Saved Searches created by the logged on user and the global Saved Searches.For example, '''select '''the Saved Search as ''Bulk Action Feature''
*Contract Type Name: '''Select '''the Contract Type name from this drop-down. For example, '''select '''''ICMAutomationBasicAgreement. ''The user can view the only those Contract Types that are associated with the Saved Search and to which the user has access.
<div class="image-green-border">[[File:Update Existing Details.PNG|RTENOTITLE]]</div>
5. '''Select '''the Attributes from the ''Available Attribute'' list and move to the ''Selected Attribute'' column to be displayed in the workbook you generate. For example, Effective Date, Expiry Date, and so on.

6. '''Click '''''Generate Workbook. ''This generates the workbook with the Attributes selected. 

7. '''Open '''the Excel workbook that is downloaded and saved to your local drive. This workbook contains information about the selected Attributes and Contract Type. The file name of this workbook is same as the Contract Type that you selected. 
<div class="image-green-border">[[File:View Batch.png|RTENOTITLE]]</div>
8. '''Click '''the ''Enable Editing'' button on the Excel workbook to make changes as required. For example, changing the Expiry Date for Agreements.

9. '''Click '''''Save ''to save your edits. 

10.'''Click '''the ''Add Batch'' [[File:Add Batch icon.png|RTENOTITLE]]'' ''icon on the ''Bulk Action Management ''page. This opens the ''Add Batch ''window and you can upload the edited Excel workbook to ICM.

11.'''Enter''' the ''Batch Name''. For example, AutomationAgreementsDec2018.

12.'''Click '''the ''Choose File'' button next to the Data File field to select and upload the workbook file to ICM.

13. '''Click '''the ''Choose File ''button next to the ''Attached Zip File'' field to select and upload all the records for the batch to ICM. The maximum size of the zip file supported is 100 MB. 

14. '''Click '''the ''Add'' button. The Excel workbook is uploaded to ICM with a status of ''Added to Queue. ''This batch is added to the queue for automatic validation.

When ICM starts processing the batch, the status of the batch changes to ''In Progress.'' ICM validates the accuracy of the records in the batch while processing and the records are processed.

 While processing the batch, every record is validated for: 

*Correct data type for all Attributes being uploaded
*Selected Template if any is correctly added
*Files specified in the workbook are available in the uploaded zip file
*Agreements of the selected Contract Types are in ''Executed ''state

15.  '''Click '''the [[File:Bulk Action Refresh icon.png|RTENOTITLE]]on the ''Bulk Action Management ''page to refresh this page and view the status of the batch you uploaded. When the batch is successfully uploaded, the status changes to ''Completed. ''
<div class="image-green-border">''[[File:Batch Upload Success.PNG|RTENOTITLE]]''</div>
Additional information about columns: 

*Status: Shows the following statuses of the batches that are processed. 
**''Added to Queue: ''indicates that user added a new batch for processing
**''Completed: ''indicates that processing of the batch is complete
*Success: shows the number of records that passed the validation process 
*Failure: shows the number of records that failed the validation process 
*Start Time: shows the date and time when batch processing started 
*End Time: shows the date and time when batch processing ended 
*Created By: shows the name of the user who created the batch
<div class="note-box">'''Note''': Users can view only the batches that are created by themselves. However administrator can view the batches created by all users. </div>
== Viewing the error and status files  ==

After the batch is processed, a ''Download Status Files ''icon appears under ''Actions ''column. 

1. '''Click '''the icon. The ''Download Status Files ''window opens. 

2. '''Click '''the ''Status File ''to download the status file of the batch. 

3. '''Click '''''Error File ''to download the error file that displays errors if any while creating the batch. 

 

Word add-in Windows

2017-03-08T10:10:06Z

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= '''Word Add-in for Windows''' =

'''Word Add-in''' adds the template creation functionality to Microsoft Word. When installed, it adds an ICM menu to Microsoft Word ribbon. It uses the content controls of Microsoft Word to prevent users from editing certain protected areas of the document, which is very useful when creating a template. It allows you to create and manage templates in your central ICM repository using the standard Microsoft Word interface.

[[Install_ICM_Word_Add-in|Install ICM Word Add-in]]

[[Setup_the_Word_Add-in]]

[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICM Word Add-in]]

[[Edit_a_Template_in_ICM_Word_Add-in|Edit a Template in ICM Word Add-in]]

 

'''Related Topic:''' [[Word_add-n_Mac|Word add-n Mac]]  |  [[Excel_Add-in|Excel_Add-in]]  

Setup the Word Add-in

2017-03-08T10:08:21Z

123.252.222.22: Created page with " Once the Word Add-in is properly installed in your system then you need to do the setup part, so that the Word Add-in should get integrated with Microsoft Word. Setup include..."

Once the Word Add-in is properly installed in your system then you need to do the setup part, so that the Word Add-in should get integrated with Microsoft Word. Setup includes the editing of XML files that needs to be made to both the configuration files.

To Setup Word Add-in:

1. Open '''My Computer''' on your computer.

2. Navigate to '''C:\Program Files (x86)\Icertis Inc'''.

3. Open the add-in folder you wish to edit the configuration file for (''ICM Excel Add-in, ICM Word Add-in or ICM Outlook Add-in'').

4. Look for the '''SetupConfiguration''' file in that folder. It is a good idea to make a backup copy of this original file before editing, in case you have to revert your changes.

5. Open the file with any word processing software, such as Notepad or Microsoft Word.

6. Make the following 2 edits as shown in the figure below. Note that you must have local admin access to your machine to be able to edit these files. Contact your IT department if you need assistance.

*'''ApplicationUrl value=''', type the URL of the instance you are using, for example, “https://training.icertis.com”
*In the '''URL value=''', type the same URL of the instance as above and add the correct port. The port may be different depending on the instance you are using.

7. When editing the SetupConfiguration for Excel, ensure that the '''<CreateUser value="ON"></CreateUser>''' line exists, as shown by the callout in the figure below. Add it, if it is missing.

 
<div>  <div><div id="_com_1" uage="JavaScript">
 
</div> </div> </div>

Log In to ICM Excel Add-In

2017-03-02T06:34:39Z

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= Log In to ICM Excel Add- In =

<font face="Segoe UI">Once you install the ICM Excel Add-in, the '''ICM Bulk Insert''' tab appears on the Microsoft Excel toolbar.<br/> You can then login to the ICM Excel Add-in to access its features.</font>

<font face="Segoe UI">To log in to the '''ICM Excel Add-In''':<br/> 1. On the '''ICM Bulk Insert''' tab, Click '''Login'''. The '''Login''' dialog box appears.</font>

<font face="Segoe UI">[[File:Bulk intab.jpg|RTENOTITLE]]</font>

<font face="Segoe UI">2. In the '''Application key''' box, type the application key, and then click '''Submit'''. The '''Login successful''' message appears.</font>

<font face="Segoe UI">[[File:Excel login.jpg|RTENOTITLE]]</font>

{| class="wikitable"
|-
| <font face="Segoe UI">'''Note''': To view the application key, on the upper right corner of the ICM interface, click the drop-down arrow [[File:Login arrow.png|RTENOTITLE]] that is next to your login ID, and then click '''Preferences'''.<br/> The '''My Preferences''' dialog box appears. The application key appears in the '''Application key''' box.</font>
|}

 

<link-page pageafter="Upload_Agreements_Using_ICM_Bulk_Insert |Upload Agreements Using ICM Bulk Insert" pagebefore="Install_ICM_Excel_Add-IN| Install ICM Excel Add-In"></link-page>

Agreement Management

2017-02-10T06:56:59Z

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<font face=" Segoe UI ">

==Overview of Agreement Management==

The Agreement Management Tile enables you to manage all aspects of creating and editing agreements from a single page. From here, you can:

* search, view and manage all your existing requests on the [[Requests Page]]
* create new requests on the [[Create Request Page]]
* search, view and manage all your agreements on the [[Agreements Page]]
* create new agreements on the [[Create Agreement Page]]

If you are new to the Icertis Contract Management (ICM) application, the following section will help you understand the agreement workflow and give you an overview of agreements in the context of this application. In ICM, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help System, we will use the word "Agreement" when talking about Agreements. "Contract" will only be used in reference to Contract Types.

An Agreement in ICM is based on these main concepts:

* '''Template''' is a predefined format that gets used for a given agreement. It consists of the text that is relevant to the type of agreement being created. Templates in ICM are used to organize clauses and give a certain structure to all the attributes.

* '''Attribute''' can be defined as a variable or placeholder for the actual data for the agreement. This is data that changes for each agreement. For example, [Company Name] and [Legal Address] can be attributes that will be replaced by the actual name and address of the company the agreement is being signed with.

* '''Clauses''' contain the terms and conditions of the agreement. For example, the payment terms will be 45 days from the date of invoice. Clauses can be rule or attribute based.

* '''Rules''' help automate the workflow and define conditions that must be met for an agreement to get executed and stay in force. They enforce specific roles for certain users and comply with predefined business conditions. For example, if the payment is not received within 45 days of the date of the invoice, a 10% penalty on the outstanding amount will be levied.

* '''Approvers and signatories''' are an integral part of creating an agreement and are rule based. The rules determine who must approve and sign the agreement throughout it's life cycle.

This figure shows these building blocks of an Agreement in ICM:

[[File:AgreementComponents.JPG]]

While the actual workflow of an agreement within ICM can be quite complex and involved, it is summarized in these 5 steps:

'''1. Create contract request''': when someone in your organization, such as a department manager wants to engage a vendor for certain services over a length of time, the individual can raise that request with the procurement department that can then work on that agreement. Depending on the workflow adopted, your organization may:
* enforce this step so all contracts are initiated and drafted only by 1 department, or
* make this step completely optional, so it can be skipped by someone who is an expert at contracting and it's process.

'''2. Create agreement''': this involves the primary owner (creator of the agreement) defining the contract type, selecting attributes and template, and verifying the details entered. See [[Create Agreement Page]] for complete details.

'''3. Review and approve agreement''': once the primary owner has created an internal draft of the agreement, it gets published and this published draft can now be sent for reviews and approvals to the team of people that are working on this agreement in various roles.

'''4. Execute agreement''': there can be one or more people that need to approve the agreement before it is ready to be signed. Once all approvals are obtained, the approved agreement can be sent to be signed by both the parties. With both parties signing (known as internal and external signatories in ICM), the agreement is said to be "executed" and is now in force.

'''5. Add amendment''': if, after execution, there needs to be a change in the agreement, for example the payment terms or the scope of work (SOW) changes or terms and conditions (referred to as clauses in ICM) have to be changed because of the introduction of a new regulation, the primary owner can add an amendment. This process will be similar in nature, but a few things like the approvers may change.

This figure shows all the possible states of an agreement with various roles involved in creating it.

[[File:Agreement Workflow Role-Status.jpg]]

==Agreement Page==
These pages enable you to search, view and manage existing and create new agreements:

[[Agreements Page]]<br/>
[[Agreement Details Page]]<br/>
[[Create Agreement Page]]<br/>
[[Copy an Existing Agreement]]<br/>
[[Create an Agreement from a Contract Request]]<br/>
[[Search Agreements]]<br/>
[[Create Smart Link for Agreement]]<br/>
[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
[[Edit a Contract/Agreement]]<br/>
[[Put Contract/Agreement On Hold]]<br/>
[[Cancel a Contract/Agreement]]<br/>
[[View a Contract/Agreement]]<br/>
[[Delete a Contract/Agreement]]<br/>
[[Add and Remove Approvers]]<br/>
[[Enable and Disable Approvers]]<br/>
[[Send an Agreement to External/Third Party Signature]]<br/>
[[Approve a Contract/Agreement]]<br/>
[[Reject a Contract/Agreement]]<br/>
[[Post-execution review of an agreement]]<br/>
[[Terminate an agreement]]<br/>
[[Add amendment to an agreement]]<br/>
[[Renew an agreement]]<br/>

==Request Page==
These pages enable you to search, view and manage existing and create new requests:

[[Send a Request for Review]]<br/>
[[Review a Request]]<br/>
[[Edit a Request]]<br/>
[[Send a Request for Approval]]<br/>
[[Approve a Request]]<br/>
[[View Request Status]]<br/>
[[Put Request On Hold]]<br/>
[[Cancel a Request]]<br/>
[[Search an Existing Request]]<br/>
[[Copy an Existing Request]]<br/>
[[Download and Print Request Information]]<br/>

==Contract Types==
These tasks are crucial for...

==Associated Documents==

==Miscellaneous Topics==

Agreement Management

2017-01-05T09:45:38Z

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<font face=" Segoe UI ">
[[ICM Help|Home]]<br/>
An agreement is a type of contract that your organization signs with third party. An agreement can be for legal or procedural purpose.<br/>You can do the following tasks relating to your agreements using the '''Agreements''' feature. Let us understand these tasks in detail.<br/>

==Requests==
[[Search an Existing Request]]<br/>
[[View Request Status]]<br/>

==Create a Request==
[[Create a New Request]]<br/>
[[Copy an Existing Request]]<br/>
[[Download and Print Request Information]]

==Review and Approve/Reject a Request==
[[Send a Request for Review]]<br/>
[[Review a Request]]<br/>
[[Send a Request for Approval]]<br/>
[[Approve a Request]]<br/>
[[Add Notes]]<br/>

==Edit a Request==
[[Edit a Request]]<br/>

==Search Contracts/Agreements==
[[Search Contracts/Agreements]]<br/>
[[Save Your Search Results]]<br/>
[[Export Search Results]]<br/>
[[Create Smart Link for Agreement]]<br/>
[[Create Smart Link for Association]]<br/>

==Create a Contract/Agreement==
[[Create a Fresh Contract/Agreement]]<br/>
[[Create a Contract/Agreement from Contract Request]]<br/>
[[Copy an Existing Agreement]]<br/>
[[View a Contract/Agreement]]<br/>
[[Add Supporting Documents to Your Contract/Agreement]]<br/>
[[Add Commitments to Your Contract/Agreement]]<br/>
[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
[[Download and Print Contract/Agreement Information]]<br/>
[[Send a Message]]<br/>

==Edit a Contract/Agreement==
[[Edit a Contract/Agreement]]<br/>

==Delete a Contract/Agreement==
[[Delete a Contract/Agreement]]<br/>

==Cancel a Contract/Agreement==
[[Cancel a Contract/Agreement]]<br/>

==Add Team to Your Contract/Agreement==
[[Add and Remove Approvers]]<br/>
[[Enable and Disable Approvers]]<br/>
[[Trigger Notification]]<br/>

==Review and Approve/Reject a Contract/Agreement==
[[Send a Contract/Agreement for Review]]<br/>
[[Review a Contract/Agreement]]<br/>
[[Recall an Approval]]<br/>
[[Approve a Contract/Agreement]]<br/>
[[Reject a Contract/Agreement]]<br/>
[[Add Notes]]<br/>
[[Delegate an Agreement Approval/Review]]<br/>

==Deviation in Clauses==
[[Review Deviated Clauses]]<br/>
[[Approve Deviated Clauses]]<br/>
[[Add Manual Deviation]]<br/>

==Execute a Contract/Agreement==
[[Fulfil a Commitment]]<br/>
[[Send an Agreement to External/Third Party Signature]]<br/>
[[Electronic Signature for Own Paper]]<br/>
[[Electronic Signature for Third Party Paper]]<br/>
[[Manual Signature]]<br/>

==Terminate a Contract/Agreement==
[[Post - Execution Review of an Agreement/Contract]]<br/>
[[Terminate an Agreement]]<br/>

==Add Amendment to a Contract/Agreement==
[[Add Amendment to a Contract/Agreement]]<br/>

==Upload Agreements Using MS Excel==
[[Install ICM Excel Add-In]]<br/>
[[Log In to ICM Excel Add-In]]<br/>
[[Upload Agreements Using ICM Bulk Insert]]<br/>

== Upload agreements to ICM ==
[[Upload Agreements to ICM]]<br/>

==Association Management==
[[Create an Associated Document]]<br/>
[[Search an Associated Document]]<br/>
[[Approve an Associated Document]]<br/>