Reviewing an Agreement - Revision history

WikiSysop at 17:17, 13 December 2021

2021-12-13T17:17:30Z

WikiSysop at 16:44, 13 December 2021

2021-12-13T16:44:49Z

115.112.65.139 at 07:09, 21 May 2021

2021-05-21T07:09:40Z

IDT-1 at 13:22, 10 July 2020

2020-07-10T13:22:31Z

IDT-1 at 13:20, 10 July 2020

2020-07-10T13:20:31Z

IDT-1 at 04:57, 12 June 2020

2020-06-12T04:57:30Z

IDT-1 at 05:24, 11 June 2020

2020-06-11T05:24:52Z

IDT-1 at 05:22, 11 June 2020

2020-06-11T05:22:42Z

IDT-1 at 18:16, 10 June 2020

2020-06-10T18:16:34Z

IDT-1 at 18:16, 10 June 2020

2020-06-10T18:16:13Z

@@ Line 4: / Line 4: @@
 &nbsp;
-The default workflow of an agreement allows for reviews by both internal users as well as the external party, before being signed and executed. These are refereed to as '''internal reviews''' and '''external reviews''' in ICI.
+The default workflow of an agreement allows for reviews by both internal users as well as the external party, before being signed and executed. These are refereed to as internal reviews and external reviews in ICI.
 Certain roles and controls are predefined in ICI&nbsp;for dealing with Agreements:
@@ Line 14: / Line 14: @@
 *Deviation Approver
-The team member assigned the role of a '''reviewer''' can review that agreement as an '''Internal Reviewer'''. Once the agreement is sent for the review using '''Request Review''', you can cancel this request.
+The team member assigned the role of a reviewer can review that agreement as an Internal Reviewer. Once the agreement is sent for the review using Request Review, you can cancel this request.
 This is the process to review an Agreement as an internal reviewer:
-. Click the '''Tasks''' tile on [[My_Dashboard|My Dashboard]] page. This opens the [[User_Task_Dashboard_Page|User Task Dashboard Page]] and displays a list of tasks assigned to the user that is currently logged in.
+. Click the '''Tasks''' tile on the "Home"&nbsp;page. The "User Tasks" page opens and displays a list of tasks assigned to the user that is currently logged in.
-[[File:Page UserTaskDashboard.JPG|RTENOTITLE]]
+. '''Click''' as appropriate buttons to act on this request to review:
-−
-. Click the link with the agreement name. This opens the [[Agreement_Details_Page|Agreement Details Page]].
-−
 . Click as appropriate buttons to act on this request to review:
 *Cancel Request: to cancel the request for review.
@@ Line 36: / Line 34: @@
 *Edit: to make changes to the agreement.
 *Send For Approval: to send the agreement for approval after your reviews are complete.
-*Delete: to delete the agreement completely. <br/> &nbsp;
+*Delete: to delete the agreement completely.<br/> &nbsp;
 Third party reviews are done by the external party. The Third Party user reviewing the agreement may or may not have access to ICI. This is the process to review an Agreement as a Third Party Reviewer:
@@ Line 54: / Line 52: @@
 Create user groups
-#'''Click '''''User Administration'' > ''User Groups'' > ''Create User Groups ''on ''Dashboard''. The ''Create User Group'' page opens.
+.&nbsp;'''Click '''"Admin" on the "Home" page and then&nbsp;'''click'''&nbsp;"User Groups"&nbsp;>&nbsp; The&nbsp; User Groups page opens.
-#'''Enter''' ''Name''. For Example, ''Only External Reviewers''.&nbsp;
-#'''Click '''''Next''. The ''Users ''tab opens.
+.&nbsp;'''Click&nbsp;'''"Create" on the "User Groups" page. The "Create User Group" page opens.
-#'''Click '''''Add Users''. The window to add users opens.
-#'''Select '''and '''add '''users from list. For Example, external users with login privileges.
+.&nbsp;'''Enter''' Name. For Example, Only External Reviewers.&nbsp;
-#'''Verify '''the details and '''click '''''Save''. The user group ''Only External Reviewers'' with external users is created.&nbsp;
 You can create user groups with only internal users, only external users or the mix of internal and external users.
@@ Line 65: / Line 70: @@
 Send the agreement for a review
-#'''Click '''''Request Review'' on the ''Agreement ''page.
+.&nbsp;'''Click "'''Request Review" on the agreement "Details"''&nbsp;''page.
-<div class="image-green-border">[[File:7.12 Internal External User Role 1.png|720px|7.12 Internal External User Role 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Add User ''window opens.</div> <div class="image-green-border"><br/> [[File:7.12 Internal External User Role 2.2.png|720px|7.12 Internal External User Role 2.2.png]]</div>
+<div class="image-green-border">[[File:8.0-Agreement-RequestReview.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The "Request Review"''window opens.</div> <div class="image-green-border"><br/> [[File:8.0-Agreement-RequestReview1.PNG|720px]]</div>
-&nbsp; &nbsp; &nbsp; 2. '''Click''' ''Internal ''tab to add internal users or user groups. For example, internal user ''John Doe''.<br/> &nbsp; &nbsp; &nbsp; 3. '''Click '''''Third Party ''tab to add external users.<br/> &nbsp; &nbsp; &nbsp; 4. '''Click '''''Send''. The agreement is sent for review.
+.&nbsp;'''Click'''&nbsp;"Internal"''tab to add internal users or user groups. For example, internal user John Doe.<br/> 3.&nbsp;'''Click "'''Third Party"''tab to add external users.<br/> 4.&nbsp;'''Click '''"Send". The agreement is sent for review.
 === User roles on the Agreement page ===
-You can see the reviewer’s roles on ''Team ''and ''History ''tabs on ''Agreement ''page.
+You can see the reviewer’s roles on Team''and History''tabs on Agreement "Details"''&nbsp;''page.
-*If the user or all the users in the user group are internal users, the role displayed will be ''Internal Reviewer''.
+*If the user or all the users in the user group are internal users, the role displayed will be Internal Reviewer.
-*If the user or any one user in the user group is an external or third party user, the role displayed will be ''External Reviewer''.
+*If the user or any one user in the user group is an external or third party user, the role displayed will be External Reviewer.
-<div class="image-green-border">[[File:7.12 Internal External User Role 3.3.png|720px|7.12 Internal External User Role 3.3.png]]</div>
+<div class="image-green-border">[[File:8.0-Agreement-AddTeam.PNG|720px]]</div>
-Actions ''Reassign'', ''Enable'', ''Disable ''and ''Remove ''will work in a similar way as other ''User Roles&nbsp;''for ''Internal Reviewer'' and ''External Reviewer'' roles.
+The actions:&nbsp;Reassign, Enable, Disable and Remove will work in a similar way as other User Roles&nbsp;for Internal Reviewer and External Reviewer roles.
-<div class="note-box">'''Note:''' The Administrator can map specific actions to user roles ''Internal Reviewer'' and ''External Reviewer'' through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICI&nbsp;existing functionality.</div>
+<div class="note-box">'''Note:''' The Administrator can map specific actions to user roles Internal Reviewer and External Reviewer through Role Action Mapping, User Groups and Security Groups as per ICI&nbsp;existing functionality.</div>
 &nbsp;
 '''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Managing_Users|Managing_Users]]&nbsp;|&nbsp;[[Managing_User_Groups|Managing_User_Groups]]|&nbsp;

@@ Line 4: / Line 4: @@
 &nbsp;
-<font face="Segoe UI">The default workflow of an agreement allows for reviews by both internal users as well as the external party, before being signed and executed. These are refereed to as '''internal reviews''' and '''external reviews''' in ICI.</font>
+The default workflow of an agreement allows for reviews by both internal users as well as the external party, before being signed and executed. These are refereed to as '''internal reviews''' and '''external reviews''' in ICI.
-<font face="Segoe UI">Certain roles and controls are predefined in ICI&nbsp;for dealing with Agreements:</font>
+Certain roles and controls are predefined in ICI&nbsp;for dealing with Agreements:
-*<font face="Segoe UI">Contract Admin</font>
+*Contract Admin
-*<font face="Segoe UI">Primary Owner</font>
+*Primary Owner
-*<font face="Segoe UI">Approver</font>
+*Approver
-*<font face="Segoe UI">Reviewer</font>
+*Reviewer
-*<font face="Segoe UI">Deviation Approver</font>
+*Deviation Approver
-<font face="Segoe UI">The team member assigned the role of a '''reviewer''' can review that agreement as an '''Internal Reviewer'''. Once the agreement is sent for the review using '''Request Review''', you can cancel this request.</font>
+The team member assigned the role of a '''reviewer''' can review that agreement as an '''Internal Reviewer'''. Once the agreement is sent for the review using '''Request Review''', you can cancel this request.
-<font face="Segoe UI">This is the process to review an Agreement as an internal reviewer:</font>
+This is the process to review an Agreement as an internal reviewer:
-<font face="Segoe UI">1. Click the '''Tasks''' tile on [[My_Dashboard|My Dashboard]] page. This opens the [[User_Task_Dashboard_Page|User Task Dashboard Page]] and displays a list of tasks assigned to the user that is currently logged in.</font>
+. Click the '''Tasks''' tile on [[My_Dashboard|My Dashboard]] page. This opens the [[User_Task_Dashboard_Page|User Task Dashboard Page]] and displays a list of tasks assigned to the user that is currently logged in.
-<font face="Segoe UI">[[File:Page UserTaskDashboard.JPG|RTENOTITLE]]</font>
+[[File:Page UserTaskDashboard.JPG|RTENOTITLE]]
-<font face="Segoe UI">2. Click the link with the agreement name. This opens the [[Agreement_Details_Page|Agreement Details Page]].</font>
+. Click the link with the agreement name. This opens the [[Agreement_Details_Page|Agreement Details Page]].
-<font face="Segoe UI">3. Click as appropriate buttons to act on this request to review:</font>
+. Click as appropriate buttons to act on this request to review:
-*<font face="Segoe UI">Cancel Request: to cancel the request for review.</font>
+*Cancel Request: to cancel the request for review.
-*<font face="Segoe UI">Approve: to approve the request for review.</font>
+*Approve: to approve the request for review.
-*<font face="Segoe UI">Reject: to reject the request for request.</font>
+*Reject: to reject the request for request.
-<font face="Segoe UI">4. Perform these options to complete your review:</font>
+. Perform these options to complete your review:
-*<font face="Segoe UI">Download Document: to download the agreement in PDF format.</font>
+*Download Document: to download the agreement in PDF format.
-*<font face="Segoe UI">Upload Document: to upload the reviewed document with comments.</font>
+*Upload Document: to upload the reviewed document with comments.
-*<font face="Segoe UI">Edit: to make changes to the agreement.</font>
+*Edit: to make changes to the agreement.
-*<font face="Segoe UI">Send For Approval: to send the agreement for approval after your reviews are complete.</font>
+*Send For Approval: to send the agreement for approval after your reviews are complete.
-*<font face="Segoe UI">Delete: to delete the agreement completely. </font><br/> &nbsp;
+*Delete: to delete the agreement completely. <br/> &nbsp;
-<font face="Segoe UI">Third party reviews are done by the external party. The Third Party user reviewing the agreement may or may not have access to ICI. This is the process to review an Agreement as a Third Party Reviewer:</font>
+Third party reviews are done by the external party. The Third Party user reviewing the agreement may or may not have access to ICI. This is the process to review an Agreement as a Third Party Reviewer:
-<font face="Segoe UI">1. Download the document that you received by e-mail from the primary owner.</font>
+. Download the document that you received by e-mail from the primary owner.
-<font face="Segoe UI">2. Review the document and send it back with your comments to the primary owner by e-mail.</font>
+. Review the document and send it back with your comments to the primary owner by e-mail.
-<font face="Segoe UI">3. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICI&nbsp;again.</font>
+. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICI&nbsp;again.
 &nbsp;

@@ Line 4: / Line 4: @@
 &nbsp;
-<font face="Segoe UI">The default workflow of an agreement allows for reviews by both internal users as well as the external party, before being signed and executed. These are refereed to as '''internal reviews''' and '''external reviews''' in ICM.</font>
+<font face="Segoe UI">The default workflow of an agreement allows for reviews by both internal users as well as the external party, before being signed and executed. These are refereed to as '''internal reviews''' and '''external reviews''' in ICI.</font>
-<font face="Segoe UI">Certain roles and controls are predefined in ICM for dealing with Agreements:</font>
+<font face="Segoe UI">Certain roles and controls are predefined in ICI&nbsp;for dealing with Agreements:</font>
 *<font face="Segoe UI">Contract Admin</font>
@@ Line 38: / Line 38: @@
 *<font face="Segoe UI">Delete: to delete the agreement completely. </font><br/> &nbsp;
-<font face="Segoe UI">Third party reviews are done by the external party. The Third Party user reviewing the agreement may or may not have access to ICM. This is the process to review an Agreement as a Third Party Reviewer:</font>
+<font face="Segoe UI">Third party reviews are done by the external party. The Third Party user reviewing the agreement may or may not have access to ICI. This is the process to review an Agreement as a Third Party Reviewer:</font>
 <font face="Segoe UI">1. Download the document that you received by e-mail from the primary owner.</font>
@@ Line 44: / Line 44: @@
 <font face="Segoe UI">2. Review the document and send it back with your comments to the primary owner by e-mail.</font>
-<font face="Segoe UI">3. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICM again.</font>
+<font face="Segoe UI">3. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICI&nbsp;again.</font>
-−
 == Display internal and external reviewer roles based on user type ==
@@ Line 66: / Line 66: @@
 #'''Click '''''Request Review'' on the ''Agreement ''page.
-<div class="image-green-border">[[File:7.12 Internal External User Role 1.png|720px|7.12 Internal External User Role 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Add User ''window opens.</div> <div class="image-green-border"><br/> [[File:7.12 Internal External User Role 2.2.png|720px]]</div>
+<div class="image-green-border">[[File:7.12 Internal External User Role 1.png|720px|7.12 Internal External User Role 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Add User ''window opens.</div> <div class="image-green-border"><br/> [[File:7.12 Internal External User Role 2.2.png|720px|7.12 Internal External User Role 2.2.png]]</div>
 &nbsp; &nbsp; &nbsp; 2. '''Click''' ''Internal ''tab to add internal users or user groups. For example, internal user ''John Doe''.<br/> &nbsp; &nbsp; &nbsp; 3. '''Click '''''Third Party ''tab to add external users.<br/> &nbsp; &nbsp; &nbsp; 4. '''Click '''''Send''. The agreement is sent for review.
@@ Line 75: / Line 75: @@
 *If the user or all the users in the user group are internal users, the role displayed will be ''Internal Reviewer''.
 *If the user or any one user in the user group is an external or third party user, the role displayed will be ''External Reviewer''.
-<div class="image-green-border">[[File:7.12 Internal External User Role 3.3.png|720px]]</div>
+<div class="image-green-border">[[File:7.12 Internal External User Role 3.3.png|720px|7.12 Internal External User Role 3.3.png]]</div>
 Actions ''Reassign'', ''Enable'', ''Disable ''and ''Remove ''will work in a similar way as other ''User Roles&nbsp;''for ''Internal Reviewer'' and ''External Reviewer'' roles.
-<div class="note-box">'''Note:''' The Administrator can map specific actions to user roles ''Internal Reviewer'' and ''External Reviewer'' through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICM existing functionality.</div>
+<div class="note-box">'''Note:''' The Administrator can map specific actions to user roles ''Internal Reviewer'' and ''External Reviewer'' through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICI&nbsp;existing functionality.</div>
 &nbsp;
 '''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Managing_Users|Managing_Users]]&nbsp;|&nbsp;[[Managing_User_Groups|Managing_User_Groups]]|&nbsp;

@@ Line 45: / Line 45: @@
 <font face="Segoe UI">3. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICM again.</font>
@@ Line 65: / Line 66: @@
 #'''Click '''''Request Review'' on the ''Agreement ''page.
-<div class="image-green-border">[[File:7.12 Internal External User Role 1.png|720px|7.12 Internal External User Role 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Add User ''window opens.</div> <div class="image-green-border"><br/> &nbsp;</div>
+<div class="image-green-border">[[File:7.12 Internal External User Role 1.png|720px|7.12 Internal External User Role 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Add User ''window opens.</div> <div class="image-green-border"><br/> [[File:7.12 Internal External User Role 2.2.png|720px]]</div>
 &nbsp; &nbsp; &nbsp; 2. '''Click''' ''Internal ''tab to add internal users or user groups. For example, internal user ''John Doe''.<br/> &nbsp; &nbsp; &nbsp; 3. '''Click '''''Third Party ''tab to add external users.<br/> &nbsp; &nbsp; &nbsp; 4. '''Click '''''Send''. The agreement is sent for review.
@@ Line 74: / Line 75: @@
 *If the user or all the users in the user group are internal users, the role displayed will be ''Internal Reviewer''.
 *If the user or any one user in the user group is an external or third party user, the role displayed will be ''External Reviewer''.
-<div class="image-green-border">[[File:7.12 Internal External User Role 3.png|720px|7.12 Internal External User Role 3.png]]</div>
+<div class="image-green-border">[[File:7.12 Internal External User Role 3.3.png|720px]]</div>
 Actions ''Reassign'', ''Enable'', ''Disable ''and ''Remove ''will work in a similar way as other ''User Roles&nbsp;''for ''Internal Reviewer'' and ''External Reviewer'' roles.
 <div class="note-box">'''Note:''' The Administrator can map specific actions to user roles ''Internal Reviewer'' and ''External Reviewer'' through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICM existing functionality.</div>

@@ Line 45: / Line 45: @@
 <font face="Segoe UI">3. When primary owners receive the document from the third party, they incorporate the changes and upload the document to ICM again.</font>
 == Display internal and external reviewer roles based on user type ==
@@ Line 64: / Line 65: @@
 #'''Click '''''Request Review'' on the ''Agreement ''page.
-<div class="image-green-border">[[File:7.12 Internal External User Role 1.png|720px|7.12 Internal External User Role 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Add User ''window opens.</div> <div class="image-green-border"><br/> [[File:7.12 Internal External User Role 2.png|720px|7.12 Internal External User Role 2.png]]</div>
+<div class="image-green-border">[[File:7.12 Internal External User Role 1.png|720px|7.12 Internal External User Role 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Add User ''window opens.</div> <div class="image-green-border"><br/> &nbsp;</div>
-&nbsp; &nbsp; &nbsp; 2. '''Click''' ''Internal ''tab to add internal users or user groups. For example, internal user ''Gauri Mali''.<br/> &nbsp; &nbsp; &nbsp; 3. '''Click '''''Third Party ''tab to add external users.<br/> &nbsp; &nbsp; &nbsp; 4. '''Click '''''Send''. The agreement is sent for review.
+&nbsp; &nbsp; &nbsp; 2. '''Click''' ''Internal ''tab to add internal users or user groups. For example, internal user ''John Doe''.<br/> &nbsp; &nbsp; &nbsp; 3. '''Click '''''Third Party ''tab to add external users.<br/> &nbsp; &nbsp; &nbsp; 4. '''Click '''''Send''. The agreement is sent for review.
 === User roles on the Agreement page ===

@@ Line 50: / Line 50: @@
 Reviewer plays a vital role in review and approval processes for each entity related to agreement and suggests the changes wherever necessary. Primary owner can send an agreement for review using Request Review to internal or external users or users groups.
-=== To create user groups: ===
 #'''Click '''''User Administration'' > ''User Groups'' > ''Create User Groups ''on ''Dashboard''. The ''Create User Group'' page opens.