Clause and Deviation Insight Reports - Revision history

IDT-1 at 07:53, 21 December 2021

2021-12-21T07:53:58Z

IDT-1 at 03:13, 21 December 2021

2021-12-21T03:13:28Z

IDT-1 at 03:11, 21 December 2021

2021-12-21T03:11:28Z

IDT-1 at 13:25, 14 December 2021

2021-12-14T13:25:23Z

IDT-1 at 14:17, 11 September 2020

2020-09-11T14:17:21Z

IDT-1 at 15:29, 11 December 2019

2019-12-11T15:29:12Z

IDT-1 at 15:28, 11 December 2019

2019-12-11T15:28:24Z

IDT-1 at 15:26, 11 December 2019

2019-12-11T15:26:56Z

IDT-1 at 15:24, 11 December 2019

2019-12-11T15:24:05Z

IDT-1 at 15:17, 11 December 2019

2019-12-11T15:17:10Z

@@ Line 14: / Line 14: @@
 To view them:&nbsp;
-.&nbsp;'''Click''' Agreement.&nbsp;&nbsp;The Agreement page opens.
+.&nbsp;'''Click''' Agreements.&nbsp;&nbsp;The Agreement page opens.
-<div class="image-green-border">2.&nbsp;'''Click''' the View Record icon. The agreement Details page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA1.png|600px|CDA1.png]]</div>
+<div class="image-green-border">2.&nbsp;'''Click''' the View Details icon. The agreement Details page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA1.png|600px|CDA1.png]]</div>
 .&nbsp;'''Click&nbsp;'''the&nbsp;Agreement Clauses''&nbsp;''tab.
 <div class="image-green-border">4.&nbsp;'''Click''' the&nbsp;icon next to the clause you want to view the insights for, as shown in the above screenshot. The Clause Insights report opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 2.PNG|700px|CDA 2.PNG]]</div>
@@ Line 34: / Line 34: @@
 *<div class="image-green-border">In the card Organization Unit, out of a total of 201 Executed+ agreements, the clause is present in 73 agreements with the Organization Unit Configuration Org, which means that the clause is present in 36% of the agreements.</div>
 <div class="image-green-border">[[File:7.10 Clause and Deviation Insights 6.png|720px|7.10 Clause and Deviation Insights 6.png]]</div>
-*In the card ''Contract Value Range'', out of a total of 111 ''Executed+'' agreements, the clause is present in 60 agreements where the contract value is <1M (€), which means that the clause is present in 54% of the agreements.
+*In the card Contract Value Range, out of a total of 111 Executed+ agreements, the clause is present in 60 agreements where the contract value is <1M (€), which means that the clause is present in 54% of the agreements.
-*In the card ''In Region'', out of a total of 80 ''Executed''+ agreements, the clause is present in 20 agreements with the region EMEA, which means that the clause is present in 9% of the agreements.
+*In the card In Region, out of a total of 80 Executed+ agreements, the clause is present in 20 agreements with the region EMEA, which means that the clause is present in 9% of the agreements.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 7.PNG|720px|7.10 Clause and Deviation Insights 7.PNG]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border">''2. Agreement&nbsp;cycle time:&nbsp;''The values in the agreement cycle time can be ''higher by, did not change'' or ''lower by''.</div>
+<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 7.PNG|720px|7.10 Clause and Deviation Insights 7.PNG]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border">2. Agreement&nbsp;cycle time:&nbsp;The values in the agreement cycle time can be higher by, did not change or lower by.</div>
-*<div class="image-green-border">''Higher by'': If the presence of a clause increases the agreement cycle time, it is displayed in percentage.&nbsp;</div>
+*<div class="image-green-border">Higher by: If the presence of a clause increases the agreement cycle time, it is displayed in percentage.&nbsp;</div>
-*''Did not change'': This value is displayed if the presence of a clause does not affect the agreement cycle time.
+*Did not change: This value is displayed if the presence of a clause does not affect the agreement cycle time.
-*<div class="image-green-border">''Lower by'': If the presence of a clause lowers the agreement cycle time, it is displayed in percentage.&nbsp;</div>
+*<div class="image-green-border">Lower by: If the presence of a clause lowers the agreement cycle time, it is displayed in percentage.&nbsp;</div>
 == Deviation Insights ==
@@ Line 50: / Line 50: @@
 To view them:
-.&nbsp;'''Click''' Agreement &nbsp;The ''Agreement ''&nbsp;page opens.
+.&nbsp;'''Click''' Agreement &nbsp;The Agreements&nbsp;&nbsp;page opens.
-<div class="image-green-border">2.&nbsp;'''Click''' the View Record icon. The agreement ''Details'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 3.png|700px|CDA 3.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">2.&nbsp;'''Click''' the View Details&nbsp;icon. The agreement Details page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 3.png|700px|CDA 3.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Click&nbsp;'''the&nbsp;''Deviations&nbsp;''tab.
 <div class="image-green-border">[[File:CDA 4.png|700px|CDA 4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Click the icon next to the deviated clause you want to view the insights for, as shown in the above screenshot. The ''Deviation Insights'' report opens.</div> <div class="image-green-border">[[File:CDA 5.png|700px|CDA 5.png]]</div>
-The ''Deviation Insights'' report is similar to the ''Clause Insights'' report, with an additional section ''Alternate clause used in'' and the ''Know More'' link.&nbsp;
+The Deviation Insights report is similar to the Clause Insights report, with an additional section Alternate clause used in and the Know More link.&nbsp;
-*''Alternate clause used in'': For example, in the above screenshot, if Clause_547 has an alternate clause that is present in 100 agreements out of a total of 280 ''Executed''+ agreements, the data will show as ''Alternate clause used in 35% (100 of total 280)''.
+*Alternate clause used in: For example, in the above screenshot, if Clause_547 has an alternate clause that is present in 100 agreements out of a total of 280 Executed+ agreements, the data will show as Alternate clause used in 35% (100 of total 280).
-*''Know More'': '''Click''' the ''Know More'' link to view the agreements where the clause is present, the deviated text, the deviation approvers and the approval or rejection note. This section also provides a link to the agreements.
+*Know More: '''Click''' the Know More link to view the agreements where the clause is present, the deviated text, the deviation approvers and the approval or rejection note. This section also provides a link to the agreements.
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Besides the ''Agreement Clauses'' and the ''Deviations ''tabs, you can also view the clause and deviation insights by clicking the ''Compare Clause Changes with Previous Document Version'' icon on the agreement ''Details'' page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics''': [[Admin_Reports|Reports&nbsp;]]</div>

← Older revision		Revision as of 03:13, 21 December 2021
Line 59:		Line 59:

	*''Know More'': '''Click''' the ''Know More'' link to view the agreements where the clause is present, the deviated text, the deviation approvers and the approval or rejection note. This section also provides a link to the agreements.		*''Know More'': '''Click''' the ''Know More'' link to view the agreements where the clause is present, the deviated text, the deviation approvers and the approval or rejection note. This section also provides a link to the agreements.
−	<div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': Besides the ''Agreement Clauses'' and the ''Deviations ''tabs, you can also view the clause and deviation insights by clicking the ''Compare Clause Changes with Previous Document Version'' icon on the agreement ''Details'' page.</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="note-box">'''Note''': Besides the ''Agreement Clauses'' and the ''Deviations ''tabs, you can also view the clause and deviation insights by clicking the ''Compare Clause Changes with Previous Document Version'' icon on the agreement ''Details'' page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics''': [[Admin_Reports\|Reports ]]</div>

@@ Line 14: / Line 14: @@
 To view them:&nbsp;
-.&nbsp;'''Click''' ''Agreement Management''. The ''Agreement Management'' page opens.
+.&nbsp;'''Click''' Agreement.&nbsp;&nbsp;The Agreement page opens.
-<div class="image-green-border">2.&nbsp;'''Click''' the ''View Record'' icon. The agreement ''Details'' page opens.</div> <div class="image-green-border">[[File:CDA1.png|600px]]</div>
+<div class="image-green-border">2.&nbsp;'''Click''' the View Record icon. The agreement Details page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA1.png|600px|CDA1.png]]</div>
-.&nbsp;'''Click&nbsp;'''the&nbsp;''Agreement Clauses&nbsp;''tab.
+.&nbsp;'''Click&nbsp;'''the&nbsp;Agreement Clauses''&nbsp;''tab.
-<div class="image-green-border">4.&nbsp;'''Click''' the&nbsp;icon next to the clause you want to view the insights for, as shown in the above screenshot. The ''Clause Insights'' report opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 2.PNG|700px]]</div>
+<div class="image-green-border">4.&nbsp;'''Click''' the&nbsp;icon next to the clause you want to view the insights for, as shown in the above screenshot. The Clause Insights report opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 2.PNG|700px|CDA 2.PNG]]</div>
-Here is a brief description of the ''Clause Insights'' report:
+Here is a brief description of the Clause Insights report:
 *The Clause Usage Overview section gives an overview of the clause present in agreements along with the agreement cycle time. In the above example, the clause is present in 82 agreements out of a total of 280 agreements with Executed+ status, which means that the clause is used in 29% of the agreements. In addition, the inclusion of this clause has increased the agreement cycle time by 1%.
-*The report contains 5 cards: ''In Contract Type, Party Name, Organization Unit, Contract Value'' and ''In Region''. If the value for a card is not present, it will not show up in the report. For example, when creating the agreement, if the user does not enter the value for region, the ''In Region'' card will not be visible in the report.&nbsp;
+*The report contains 5 cards: In Contract Type, Party Name, Organization Unit, Contract Value and In Region. If the value for a card is not present, it will not show up in the report. For example, when creating the agreement, if the user does not enter the value for region, the ''In Region'' card will not be visible in the report.&nbsp;
-Each card is further categorized into 2 sections - ''Used in agreements'' and ''Agreement cycle time''. Here is a brief description of the sections:
+Each card is further categorized into 2 sections - Used in agreements and Agreement cycle time. Here is a brief description of the sections:
-''1. Used in agreements'':&nbsp;This specifies the number of agreements where the clause is present with respect to a card type along with the percentage.&nbsp;For example, in the screenshot below:&nbsp;
+. Used in agreements:&nbsp;This specifies the number of agreements where the clause is present with respect to a card type along with the percentage.&nbsp;For example, in the screenshot below:&nbsp;
-*In the card ''In Contract Type'', out of a total of 208 ''Executed+'' agreements, the clause is present in 77 agreements with the Contract Type''SaaS Agreement, which means that the clause is used in 37% of the agreements.''
+*In the card In Contract Type, out of a total of 208 Executed+ agreements, the clause is present in 77 agreements with the Contract TypeSaaS Agreement, which means that the clause is used in 37% of the agreements.
-*In the card ''Party Name'', out of a total of 64 ''Executed''+ agreements, the clause is present in 41 agreements with the ''Party Name'' Icertis, which means that the clause is used in 64% of the agreements.
+*In the card Party Name, out of a total of 64 Executed+ agreements, the clause is present in 41 agreements with the Party Name Icertis, which means that the clause is used in 64% of the agreements.
-*<div class="image-green-border">In the card ''Organization Unit'', out of a total of 201 ''Executed+'' agreements, the clause is present in 73 agreements with the ''Organization Unit'' Configuration Org, which means that the clause is present in 36% of the agreements.</div>
+*<div class="image-green-border">In the card Organization Unit, out of a total of 201 Executed+ agreements, the clause is present in 73 agreements with the Organization Unit Configuration Org, which means that the clause is present in 36% of the agreements.</div>
 <div class="image-green-border">[[File:7.10 Clause and Deviation Insights 6.png|720px|7.10 Clause and Deviation Insights 6.png]]</div>
 *In the card ''Contract Value Range'', out of a total of 111 ''Executed+'' agreements, the clause is present in 60 agreements where the contract value is <1M (€), which means that the clause is present in 54% of the agreements.
@@ Line 38: / Line 38: @@
 *In the card ''In Region'', out of a total of 80 ''Executed''+ agreements, the clause is present in 20 agreements with the region EMEA, which means that the clause is present in 9% of the agreements.
 <div class="image-green-border">[[File:7.10 Clause and Deviation Insights 7.PNG|720px|7.10 Clause and Deviation Insights 7.PNG]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border">''2. Agreement&nbsp;cycle time:&nbsp;''The values in the agreement cycle time can be ''higher by, did not change'' or ''lower by''.</div>
-*<div class="image-green-border">''Higher by'': If the presence of a clause increases the agreement cycle time, it is displayed in percentage. This is indicated by the&nbsp;[[File:7.10 Clause and Deviation Insights 8.png|RTENOTITLE]] icon.</div>
+*<div class="image-green-border">''Higher by'': If the presence of a clause increases the agreement cycle time, it is displayed in percentage.&nbsp;</div>
 *''Did not change'': This value is displayed if the presence of a clause does not affect the agreement cycle time.
-*<div class="image-green-border">''Lower by'': If the presence of a clause lowers the agreement cycle time, it is displayed in percentage. This is indicated by the &nbsp;[[File:7.10 Clause and Deviation Insights 9.png|RTENOTITLE]] icon.</div>
+*<div class="image-green-border">''Lower by'': If the presence of a clause lowers the agreement cycle time, it is displayed in percentage.&nbsp;</div>
 == Deviation Insights ==
@@ Line 50: / Line 50: @@
 To view them:
-.&nbsp;'''Click''' ''Agreement Management''. The ''Agreement Management'' page opens.
+.&nbsp;'''Click''' Agreement &nbsp;The ''Agreement ''&nbsp;page opens.
-<div class="image-green-border">2.&nbsp;'''Click''' the ''View Record'' icon. The agreement ''Details'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 3.png|700px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">2.&nbsp;'''Click''' the View Record icon. The agreement ''Details'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 3.png|700px|CDA 3.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Click&nbsp;'''the&nbsp;''Deviations&nbsp;''tab.
-<div class="image-green-border">[[File:CDA 4.png|700px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Click the icon next to the deviated clause you want to view the insights for, as shown in the above screenshot. The ''Deviation Insights'' report opens.</div> <div class="image-green-border">[[File:CDA 5.png|700px]]</div>
+<div class="image-green-border">[[File:CDA 4.png|700px|CDA 4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Click the icon next to the deviated clause you want to view the insights for, as shown in the above screenshot. The ''Deviation Insights'' report opens.</div> <div class="image-green-border">[[File:CDA 5.png|700px|CDA 5.png]]</div>
 The ''Deviation Insights'' report is similar to the ''Clause Insights'' report, with an additional section ''Alternate clause used in'' and the ''Know More'' link.&nbsp;

@@ Line 15: / Line 15: @@
 .&nbsp;'''Click''' ''Agreement Management''. The ''Agreement Management'' page opens.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 1.png|720px|7.10 Clause and Deviation Insights 1.png]]</div>
+<div class="image-green-border">2.&nbsp;'''Click''' the ''View Record'' icon. The agreement ''Details'' page opens.</div> <div class="image-green-border">[[File:CDA1.png|600px]]</div>
 .&nbsp;'''Click''' the ''View Record'' icon. The agreement ''Details'' page opens.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 2.png|720px|7.10 Clause and Deviation Insights 2.png]]</div>
 .&nbsp;'''Click&nbsp;'''the&nbsp;''Agreement Clauses&nbsp;''tab.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 3.png|720px|7.10 Clause and Deviation Insights 3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' the&nbsp;icon next to the clause you want to view the insights for, as shown in the above screenshot. The ''Clause Insights'' report opens.</div> <div class="image-green-border">[[File:7.10 Clause and Deviation Insights 5.png|720px|7.10 Clause and Deviation Insights 5.png]]</div>
+<div class="image-green-border">4.&nbsp;'''Click''' the&nbsp;icon next to the clause you want to view the insights for, as shown in the above screenshot. The ''Clause Insights'' report opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 2.PNG|700px]]</div>
 Here is a brief description of the ''Clause Insights'' report:
@@ Line 53: / Line 51: @@
 .&nbsp;'''Click''' ''Agreement Management''. The ''Agreement Management'' page opens.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 1.png|720px|7.10 Clause and Deviation Insights 1.png]]</div>
+<div class="image-green-border">2.&nbsp;'''Click''' the ''View Record'' icon. The agreement ''Details'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CDA 3.png|700px]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Click''' the ''View Record'' icon. The agreement ''Details'' page opens.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 2.png|720px|7.10 Clause and Deviation Insights 2.png]]</div>
 .&nbsp;'''Click&nbsp;'''the&nbsp;''Deviations&nbsp;''tab.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 10.png|720px|7.10 Clause and Deviation Insights 10.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Click the icon next to the deviated clause you want to view the insights for, as shown in the above screenshot. The ''Deviation Insights'' report opens.</div> <div class="image-green-border">[[File:7.10 Clause and Deviation Insights 11.png|720px|7.10 Clause and Deviation Insights 11.png]]</div>
+<div class="image-green-border">[[File:CDA 4.png|700px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;Click the icon next to the deviated clause you want to view the insights for, as shown in the above screenshot. The ''Deviation Insights'' report opens.</div> <div class="image-green-border">[[File:CDA 5.png|700px]]</div>
 The ''Deviation Insights'' report is similar to the ''Clause Insights'' report, with an additional section ''Alternate clause used in'' and the ''Know More'' link.&nbsp;
@@ Line 63: / Line 59: @@
 *''Know More'': '''Click''' the ''Know More'' link to view the agreements where the clause is present, the deviated text, the deviation approvers and the approval or rejection note. This section also provides a link to the agreements.
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 12.png|720px|7.10 Clause and Deviation Insights 12.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Besides the ''Agreement Clauses'' and the ''Deviations ''tabs, you can also view the clause and deviation insights by clicking the ''Compare Clause Changes with Previous Document Version'' icon on the agreement ''Details'' page.</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Besides the ''Agreement Clauses'' and the ''Deviations ''tabs, you can also view the clause and deviation insights by clicking the ''Compare Clause Changes with Previous Document Version'' icon on the agreement ''Details'' page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-*<div class="image-green-border">If a clause present in the current agreement version has been deviated, '''click''' the [[File:7.10 Clause and Deviation Insights 4.png|RTENOTITLE]]&nbsp;icon to view the ''Deviation Insights''.</div>
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 13.png|720px|7.10 Clause and Deviation Insights 13.png]]</div>
-*<div class="image-green-border">If the clause has not been deviated, '''click''' the &nbsp;[[File:7.10 Clause and Deviation Insights 4.png|RTENOTITLE]] icon to view the ''Clause Insights''.</div>
-<div class="image-green-border">[[File:7.10 Clause and Deviation Insights 14.png|720px|7.10 Clause and Deviation Insights 14.png]]</div>

@@ Line 6: / Line 6: @@
 Availability of essential insights and trends such as cycle times, deviations and other metrics help predict the outcome of the negotiation, like the clauses that are likely to be approved quickly and the ones that may require more negotiation, thus helping to close contracts sooner.
-Now, in ICM, negotiators will be able to leverage historical data and contextual insights on the cycle time required to close agreements for faster and smarter negotiations. This will help them make timely, informed decisions.&nbsp;
+Now, in ICI, negotiators will be able to leverage historical data and contextual insights on the cycle time required to close agreements for faster and smarter negotiations. This will help them make timely, informed decisions.&nbsp;
 <div class="note-box">'''Note''': The accessibility to the Clause and Deviation Insights Reports are available through a technical configuration and user accessibility to Advanced Analytics as well as DiscoverAI and NegotiateAI apps.</div>
 == Clause Insights ==
-The following clause insights are available within ICM.
+The following clause insights are available within ICI.
 To view them:&nbsp;
@@ Line 48: / Line 48: @@
 == Deviation Insights ==
-The following deviation insights are available within ICM.
+The following deviation insights are available within ICI.
 To view them: