Legal and Compliance - Revision history

IDT-1 at 15:02, 19 December 2021

2021-12-19T15:02:26Z

IDT-1 at 12:11, 10 December 2021

2021-12-10T12:11:24Z

IDT-1 at 10:56, 20 January 2021

2021-01-20T10:56:11Z

WikiSysop at 11:34, 25 August 2020

2020-08-25T11:34:42Z

WikiSysop at 11:30, 25 August 2020

2020-08-25T11:30:05Z

WikiSysop at 11:27, 25 August 2020

2020-08-25T11:27:41Z

IDT-5 at 06:46, 27 August 2019

2019-08-27T06:46:50Z

IDT-1 at 08:24, 1 March 2018

2018-03-01T08:24:16Z

IDT-3 at 08:37, 21 February 2018

2018-02-21T08:37:39Z

IDT-1 at 11:18, 15 February 2018

2018-02-15T11:18:00Z

@@ Line 22: / Line 22: @@
 The following columns will be displayed with hyperlinks to the actual Agreement:
-*''Agreement Code, Agreement Name, Description, Expiry Date, Expiry Date, Primary Owner, ''and ''Contract Type''
+*" Agreement Code", "Agreement Name", "Description", "Expiry Date", "Expiry Date ", " Primary Owner", and "Contract Type"
 The Reports are sorted in&nbsp; alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
-<div class="image-green-border">[[File:Expiring Agreement1 8.PNG|720px]]</div>
+<div class="image-green-border">[[File:Expiring Agreement1 8.PNG|720px|Expiring Agreement1 8.PNG]]</div>
 == Agreement Deviation ==
@@ Line 34: / Line 34: @@
 The following columns will display with hyperlinks to the actual Agreement:
-*''Agreement Code, Contract Type, Description, Status, Primary Owner, ''and&nbsp;''Expiry Date''
+*"Agreement Code", "Contract Type", "Description", "Status", "Primary Owner", and "Expiry Date"
-<div class="image-green-border">[[File:Agreement Deviation 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Deviation 1 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Agreement Deviation 8.png|720px|Agreement Deviation 8.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Deviation 1 8.png|720px|Agreement Deviation 1 8.png]]</div> <div class="image-green-border">&nbsp;</div>
 == Agreement Clause Content Report ==
@@ Line 48: / Line 48: @@
 Based on the combination of the applied filters, the following columns will display with hyperlinks to the actual Agreement:
-*''Clause Name, Library Clause Text, Agreement Clause Text, ''and ''Text Comparison''
+*"Clause Name, Library Clause Text, Agreement Clause Text, and Text Comparison"
-*''Deviated By, Deviated Date ''and''Time, Deviation Status, Comments Added By, Comments Added Date ''and''Time, Comments, Approved By (multiple entries), ''or''Approved Date ''and''&nbsp;Time ''(multiple entries)
+*"Deviated By, Deviated Date andTime, Deviation Status, Comments Added By, Comments Added Date andTime, Comments, Approved By (multiple entries), orApproved Date and&nbsp;Time" (multiple entries)
-<div class="image-green-border">[[File:Agreement Clause Content Report 8.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Deviation 1 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Agreement Clause Content Report 8.PNG|720px|Agreement Clause Content Report 8.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Deviation 1 8.png|720px|Agreement Deviation 1 8.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Attribute Information Report ==
@@ Line 61: / Line 61: @@
 The following columns will display:
-*''Attribute Name, Attribute Data Type, Is Global, Contract Type Name, Attribute Group, Is Searchable, Help Message, Is Supersedable, Default Value, Is Lookup, Is default, Is Unique, Is Inherit, ''and''Choice Values''
+*"Attribute Name, Attribute Data Type, Is Global, Contract Type Name, Attribute Group, Is Searchable, Help Message, Is Supersedable, Default Value, Is Lookup, Is default, Is Unique, Is Inherit", and "Choice Values"
 <div class="image-green-border">&nbsp;</div>
 == Expired Agreements Report ==
@@ Line 71: / Line 71: @@
 The following columns will be displayed with hyperlinks to the actual Agreement:
-*''Agreement Code, Agreement Name, Expiry Date, Expired Days, Primary Owner, ''and ''Contract Type''
+*"Agreement Code, Agreement Name, Expiry Date, Expired Days, Primary Owner, and Contract Type"
 The Reports are sort in alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.

@@ Line 25: / Line 25: @@
 The Reports are sorted in&nbsp; alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
-<div class="image-green-border">[[File:Reports LegalComp ExpiringAgreementsReport (2).png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Expiring Agreement1 8.PNG|720px]]</div>
-−
 == Agreement Deviation ==
@@ Line 36: / Line 35: @@
 *''Agreement Code, Contract Type, Description, Status, Primary Owner, ''and&nbsp;''Expiry Date''
-<div class="image-green-border">[[File:Reports LegalComp AgreementDeviationReport.png|720px|Reports LegalComp AgreementDeviationReport.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">[[File:7.15 Agreement Status Filter 01.png|720px]]</div>
+<div class="image-green-border">[[File:Agreement Deviation 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Deviation 1 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
-−
 == Agreement Clause Content Report ==
@@ Line 52: / Line 50: @@
 *''Clause Name, Library Clause Text, Agreement Clause Text, ''and ''Text Comparison''
 *''Deviated By, Deviated Date ''and''Time, Deviation Status, Comments Added By, Comments Added Date ''and''Time, Comments, Approved By (multiple entries), ''or''Approved Date ''and''&nbsp;Time ''(multiple entries)
-<div class="image-green-border">[[File:Reports LegalComp AgreementClauseContentReport img2a.png|720px|Reports LegalComp AgreementClauseContentReport img2a.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reports LegalComp AgreementClauseContentReport img2b.png|720px|Reports LegalComp AgreementClauseContentReport img2b.png]]</div>
+<div class="image-green-border">[[File:Agreement Clause Content Report 8.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Deviation 1 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Attribute Information Report ==
@@ Line 81: / Line 79: @@
 &nbsp;
-'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Obligation_Management_Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|
+'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation_Management_Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|

@@ Line 26: / Line 26: @@
 The Reports are sorted in&nbsp; alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
 <div class="image-green-border">[[File:Reports LegalComp ExpiringAgreementsReport (2).png|720px|RTENOTITLE]]</div>
 == Agreement Deviation ==
@@ Line 35: / Line 36: @@
 *''Agreement Code, Contract Type, Description, Status, Primary Owner, ''and&nbsp;''Expiry Date''
-<div class="image-green-border">[[File:Reports LegalComp AgreementDeviationReport.png|720px|Reports LegalComp AgreementDeviationReport.png]]</div>
+<div class="image-green-border">[[File:Reports LegalComp AgreementDeviationReport.png|720px|Reports LegalComp AgreementDeviationReport.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">[[File:7.15 Agreement Status Filter 01.png|720px]]</div>
 == Agreement Clause Content Report ==

← Older revision		Revision as of 11:34, 25 August 2020
Line 79:		Line 79:


−	'''Related Topics:''' [[Reports\|Overview of Reports]] \| [[Agreement_details_page_reports\|Agreement Details Page Reports]] \| [[Admin_Reports\|Admin Reports]] \| [[Workflow_Reports\|Workflow Reports]] \| [[Sourcing_Reports\|Sourcing Reports]] \|	+	'''Related Topics:''' [[Reports\|Overview of Reports]] \| [[Agreement_details_page_reports\|Agreement Details Page Reports]] \| [[Admin_Reports\|Admin Reports]] \| [[Workflow_Reports\|Workflow Reports]] \| [[Obligation_Management_Reports]] \| [[Sourcing_Reports\|Sourcing Reports]] \|

← Older revision		Revision as of 11:30, 25 August 2020
Line 79:		Line 79:


−	'''Related Topics:''' [[Reports\|Overview of Reports]] \| [[Agreement_details_page_reports\|Agreement Details Page Reports]] \| [[Admin_Reports\|Admin Reports]] \| [[Workflow_Reports\|Workflow Reports]] \| [[Sourcing_Reports]]	+	'''Related Topics:''' [[Reports\|Overview of Reports]] \| [[Agreement_details_page_reports\|Agreement Details Page Reports]] \| [[Admin_Reports\|Admin Reports]] \| [[Workflow_Reports\|Workflow Reports]] \| [[Sourcing_Reports\|Sourcing Reports]] \|

@@ Line 79: / Line 79: @@
 &nbsp;
-&nbsp;
+'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Sourcing_Reports]]
-−
 '''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;|

@@ Line 25: / Line 25: @@
 The Reports are sorted in&nbsp; alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
-<div class="image-green-border">[[File:Reports LegalComp ExpiringAgreementsReport (2).png]]</div>
+<div class="image-green-border">[[File:Reports LegalComp ExpiringAgreementsReport (2).png|RTENOTITLE]]</div>
 == Agreement Deviation ==
@@ Line 35: / Line 35: @@
 *''Agreement Code, Contract Type, Description, Status, Primary Owner, ''and&nbsp;''Expiry Date''
-<div class="image-green-border">[[File:Reports LegalComp AgreementDeviationReport.png|900x250px]]</div>
+<div class="image-green-border">[[File:Reports LegalComp AgreementDeviationReport.png|900x250px|Reports LegalComp AgreementDeviationReport.png]]</div>
 == Agreement Clause Content Report ==
@@ Line 50: / Line 50: @@
 *''Clause Name, Library Clause Text, Agreement Clause Text, ''and ''Text Comparison''
 *''Deviated By, Deviated Date ''and''Time, Deviation Status, Comments Added By, Comments Added Date ''and''Time, Comments, Approved By (multiple entries), ''or''Approved Date ''and''&nbsp;Time ''(multiple entries)
-<div class="image-green-border">[[File:Reports LegalComp AgreementClauseContentReport img2a.png|900x250px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reports LegalComp AgreementClauseContentReport img2b.png|900x250px]]</div>
+<div class="image-green-border">[[File:Reports LegalComp AgreementClauseContentReport img2a.png|900x250px|Reports LegalComp AgreementClauseContentReport img2a.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reports LegalComp AgreementClauseContentReport img2b.png|900x250px|Reports LegalComp AgreementClauseContentReport img2b.png]]</div>
 == Attribute Information Report ==
@@ Line 73: / Line 73: @@
 *''Agreement Code, Agreement Name, Expiry Date, Expired Days, Primary Owner, ''and ''Contract Type''
-The reports are sort by the alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
+The Reports are sort in alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
 <div class="image-green-border">[[File:ExpiredAgreementsReport.PNG|900px|Expired Agreements Report]]</div>
 &nbsp;

@@ Line 1: / Line 1: @@
-= '''Legal and Compliance Reports''' =
+= Legal and Compliance Reports =
-These Reports provide information regarding the Agreements that may have expired or may be expiring, the deviations, the Clauses and the attributes. This enables you to track the impact of&nbsp;
+These Reports provide information regarding the Agreements that may have expired or may be expiring, the deviations, the Clauses and the attributes. This enables you to track the impact on Agreements, take initiatives to ensure compliance and take necessary actions to mitigate risks at all levels of the Agreement.
 The following Reports belong to this category:
@@ Line 14: / Line 14: @@
 == Expiring Agreements ==
-The Expiring Agreements Report provides the list of executed agreements that are going to expire in the next 30, 60 and 90 days from the date of its creation.&nbsp;By mapping expired Agreements, the end users or contract owners can make decisions regarding renewals and/or terminations. It is crucial for making revenue decisions.
+The Expiring Agreements Report provides the list of executed Agreements that are going to expire in the next 30, 60 and 90 days from the date of its creation.&nbsp;By mapping expired Agreements, the end users or contract owners can make decisions regarding renewals and/or terminations and plan for the tasks associated with the same. It is crucial for making revenue decisions.
-The report can be filtered based on the Contract Type (All,.), or the Expiring Days (30 Days, 60 Days, 90 Days).
+The report can be filtered based on the Contract Type (All,.), or the Expiring Days (30 Days, 60 Days, 90 Days). The graphs summarize the number of expiring Agreements along Contract Type and Organization units.&nbsp;
-Based on the permutations and combinations of the applied filter, the result includes the expiry date and number of days an agreement has expired.
+Based on the permutations and combinations of the applied filter, the result includes the expiry date and number of days an Agreement has expired.
 The following columns will be displayed with hyperlinks to the actual Agreement:
@@ Line 24: / Line 24: @@
 *''Agreement Code, Agreement Name, Description, Expiry Date, Expiry Date, Primary Owner, ''and ''Contract Type''
-The reports are sort by the alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
+The Reports are sorted in&nbsp; alphabetical order of the Contract Type followed by the alphabetical order of the Agreement Code.
 <div class="image-green-border">[[File:ExpiringAgreementsReport.PNG|900px|Expiring Agreements Report]]</div>
 == Agreement Deviation ==
-The Agreement Deviation Report provides details related to deviation approvals.
+The Agreement Deviation Report provides details related to the number of Agreements that have registered deviations from the standard Clause language definitions in the library.
-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 the status of the specified agreement with the state and expiration date.
+Based on the applied filters, this Report displays all Agreements that the user is authorized to view.&nbsp;The result includes the status of the specified Agreement with the state and expiration date. The graphs summarize the number of deviated Agreements along the Contract Type and Organization units.&nbsp;
 The following columns will display with hyperlinks to the actual Agreement:
-*''Agreement Code, Contract Type, Description, Status, Primary Owner, ''and''Expiry Date''
+*''Agreement Code, Contract Type, Description, Status, Primary Owner, ''and&nbsp;''Expiry Date''
 <div class="image-green-border">[[File:AgreementDeviationReport.PNG|900px|Agreement Deviation Report]]</div>
 == Agreement Clause Content Report ==
-The Agreement Clause Content Report provides details related to Agreement clauses, such as Clause Name, Clause Description, and so on.
+The Agreement Clause Content Report provides the Clause content (clauses used in the Agreement Templates) for selecting a single or multiple Contract Types. details related to Agreement clauses, such as Clause Name, Clause Description, and so on. Various filters are possible in this Report and is primarily used by Contract Administrators to analyze standardization of Clauses and Templates in conjunction with deviation analysis.&nbsp;
-The report is auto-filtered for the current Agreement/Amendment and will only provide information that the user is authorized to view. The filters to generate this report include the date range, the Agreement type and state, and the Clause name.
+The Report may be filtered based on the date range, Agreement type, status and specific values selected for Agreement name and Clause name.&nbsp;
 Based on the permutations and combinations of the applied filter, the result includes a comparison between the standard clause text and the deviated Clause, details of the approver, deviation date and time, and so on. thus providing a holistic view of the clauses for an Agreement.
-The following columns will display with hyperlinks to the actual Agreement:
+Based on the combination of the applied filters, the following columns will display with hyperlinks to the actual Agreement:
 *''Clause Name, Library Clause Text, Agreement Clause Text, ''and ''Text Comparison''
@@ Line 51: / Line 53: @@
 == Attribute Information Report ==
-The Attribute Information Report provides information on all the attributes of the Agreements/Amendments.
+The Attribute Information Report provides information on all the attributes properties or metadata.
 The Report is auto-filtered for the current Agreement/Amendment and will only provide information that the user is authorized to view.
-Based on the permutations and combinations of the applied filter,&nbsp;the results will include all the attributes that had been selected while configuring the attribute for a particular Contract Type.
+Based on the combinations of the applied filter, the results will include all the attributes and their properties that had been selected while configuring the attribute for a particular Contract Type.&nbsp;
-The following columns will display with hyperlinks to the actual Agreement:
+The following columns will display:
 *''Attribute Name, Attribute Data Type, Is Global, Contract Type Name, Attribute Group, Is Searchable, Help Message, Is Supersedable, Default Value, Is Lookup, Is default, Is Unique, Is Inherit, ''and''Choice Values''
@@ Line 63: / Line 65: @@
 == Expired Agreements Report ==
-The Expired Agreements Report displays all the contracts that expired in the last 30, 60 or 90 days. By mapping expired agreements, the end users or contract owners can make decisions regarding renewals and/or terminations. It is crucial for making revenue decisions.
+The Expired Agreements Report displays all the Contracts that expired in the last 30, 60 or 90 days. By mapping expired Agreements, the end users or contract owners can view and analyze the impact of Agreements that expired recently.&nbsp;It is crucial for making revenue decisions.
-The filters for the report include ''Expired Duration'' (30 Days, 60 Days, 90 Days) and ''Contract Types ''(All). Based on the permutations and combinations of the applied filter, the result includes the expiry date and number of days an agreement has expired.
+The filters for the report include ''Expired Duration'' (30 Days, 60 Days, 90 Days) and ''Contract Types ''(All). Based on the permutations and combinations of the applied filter, the result includes the expiry date and number of days an Agreement has expired.
 The following columns will be displayed with hyperlinks to the actual Agreement: