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Springer Mountain Part I Release Notes

These items were deployed on the morning of Wednesday, September 29th, 2021.

The Springer Mountain Release has been split.

  • Part I includes the features below.

  • Part II will include Global Search, Partial Location Matching, and for customers who subscribe to Time Tracking (TERMS 2.0), Total Compensation Tracking.


Workflows

PM2-8690 Limit Phase Owner Abilities

A phase-by-phase setting, established within a workflow template, will determine if a Phase Owner can complete a phase before all sequenced participants have completed their turns.


PM2-8070 Admins will be able to configure individual phases within each workflow template so that a Phase Owner cannot complete the phase until all sequenced participants have completed their turns.
  • In the workflow template editor, a new checkbox, Phase Owner can complete phase before all sequenced participants have completed their turns, will appear under the Phase Manager field if the selected Phase Manager role is Phase Owner.

  • The box is checked by default.

  • If you uncheck the box, then you’ll see the following message: The Phase Owner will not be able to complete the phase if any active sequenced participant remains.

This will not apply to Phase Mediators, as Phase Mediators already cannot complete a phase until all participants have completed their turns. If the Phase Mediator is selected as Phase Manager, then the checkbox will be hidden.

This will not apply to Negotiation Phases with Open selected as the Review Type. If Open is selected as the Review Type, then the checkbox will be hidden.

This will not affect the ability of users with Admin permissions for a workflow to complete the phase. 


PM2-9030 If a workflow phase has been configured this way, and not all sequenced participants have taken their turns:
  • The Phase Owner will not see the Complete Phase button.

  • The Phase Owner will see the following message: 
    The phase cannot be completed until all sequenced participants have taken action.


Admin

PM2-6140 Configure Form Builder to Require Attachments

Admins will be able to designate custom fields for uploading attachments as required.


PM2-8156 The Required attribute will be available for custom fields with the Data Type and Input Type of Attachment.

To require an Attachment field:

  • Go to Admin > Organization Management > Form Templates.

  • Click on the form template in which you’d like to require the attachment. 
    The form template editor will open.

  • On the field you want to designate as required, click on Properties.
    The Manage Field Properties modal will open.

  • Check the Required checkbox, then click Save.

    • To close the modal without saving changes, click Cancel.

  • On the form template editor, click Save and Close.


PM2-7390 If a form contains an Attachment field designated as required, then the Form Phase cannot be completed until an attachment has been uploaded in that field.
  • Red asterisks denote required fields.

  • If an attachment has not been uploaded to a required attachment field, then clicking the Complete Phase button will return the following error: (warning) Required Field


PM2-8722 Role Management

Within the Application Settings, Super Admins will be able to allow Contract Moderators to initiate workflows from contracts without assigning them the Editor role.


To grant Contract Moderators the ability to initiate workflows from contracts:

  • Go to Admin > Application Settings > Role Management.

  • PM2-8961 Click on Contract Moderator.

  • PM2-9025 Check the Can initiate workflows off of existing contracts box, then click Save.
    PM2-9026 Any Contract Moderator will be able to initiate an Amend/Extend/Renew/Terminate workflow on any contract for which they have Contract Moderator permissions.

    • To remove Contract Moderators' ability to initiate workflows from contracts, uncheck the box, then click Save.


PM2-6017 Classifications Management

Within the Application Settings, Super Admins will be able to add the following new database classifications:

  • Contract Types

  • Contract Categories

  • Document/Attachment Categories

Super Admins will also be able to toggle the status of individual classifications to Active or Inactive.

Changes made to classifications will be applied at the tenant level. In multi-organization tenants, changes cannot be restricted to individual organizations.


PM2-7529, PM2-7552 Under Application Settings, the Classifications Management tab will house three sub-tabs: Document & Attachment Categories | Contract Types | Contract Categories
  • Super Admin users can add and edit the classifications.

  • Admins have read-only access to the classifications.


Contract Types

PM2-7549 In the Contract Types sub-tab, Contract Types will appear in a standard table with the following columns: Name | Description | Status

PM2-7724 The Filter Table, Manage Columns, and Export widgets will be available on the Contract Types table.

PM2-7249 To add a Contract Type:
  • Above the Contract Types table, click New.

  • In the modal, enter the Name.

  • Optional: Enter a description.

  • Optional: Switch the toggle status to Active.

  • Click Save.

    • To exit without saving the Contract Type, click Cancel.

  • By default, the status is Inactive. Only Active Contract Types can be selected in workflows. 

  • To change the status to active, switch the toggle ON. 

PM2-9148 To change the status of a Contract Type:
  • In the Contract Types table, click on the name.

  • In the fly-out window, switch the toggle.

  • Click Save.

    • The Save button will be unavailable until you switch the toggle. To exit without changing the status, click Cancel.


PM2-7551 In the Contract Categories sub-tab, Contract Categories will appear in a standard table with the following columns: Name | Description | Status

PM2-7722 The Filter Table, Manage Columns, and Export widgets will be available on the Contract Categories table.

PM2-7498 To add a Contract Category:
  • Above the Contract Categories table, click New.

  • In the modal, enter the Name.

  • Optional: Enter a description.

  • Optional: Switch the toggle status to Active.

  • Click Save.

    • To exit without saving the Contract Type, click Cancel.

  • By default, the status is Inactive. Only Active Contract Categories can be selected in workflows. 

  • To change the status to Active, switch the toggle ON. 

PM2-9150 To change the status of a Contract Category:
  • In the Contract Categories table, click on the name.

  • In the fly-out window, switch the toggle.

  • Click Save.

    • The Save button will be unavailable until you switch the toggle. To exit without changing the status, click Cancel.


PM2-7550 In the Document & Attachment Categories sub-tab, Document & Attachment Categories will appear in a standard table with the following columns: Name | Description | Status

PM2-7723 The Filter Table, Manage Columns, and Export widgets will be available on the Document & Attachment Categories table.

PM2-7250 To add a Document & Attachment Category:
  • Above the Document & Attachment Categories table, click New.

  • In the modal, enter the Name.

  • Optional: Enter a description.

  • Optional: Switch the toggle status to Active.

  • Click Save.

    • To exit without saving the Document & Attachment Category, click Cancel.

  • By default, the status is Inactive. Only Active Document & Attachment Categories can be selected when uploading a document or attachment.

  • To change the status to Active, switch the toggle ON. 

PM2-9149 To change the status of a Document & Attachment Category:
  • In the Document & Attachment Categories table, click on the name.

  • In the fly-out window, switch the toggle.

  • Click Save.

    • The Save button will be unavailable until you switch the toggle. To exit without changing the status, click Cancel.


Time Tracking (TERMS 2.0)

PM2-8338 Auto Copy Timesheet Configs

This feature will enable Admins to configure timesheet schedules so that when the last reporting period for the timesheet schedule ends, a new timesheet schedule is automatically created. 

  • The Automatically Copy the Timesheet Schedule setting will be disabled by default, so that a timesheet schedule will only be auto-copied if an Admin checks the box for that setting within the timesheet schedule.

  • The setting will be configured on individual timesheet schedules.


PM2-8245 To auto-copy an existing timesheet schedule config:
  • On the contract summary page, click on the Timesheets tab.

  • Click on the Manage Scheduled Timesheets sub-tab.

  • Under Pay Frequency Info, check the Automatically Copy the Timesheet Schedule box.

  • Click Save.
    PM2-8381 When the last reporting period for the timesheet schedule ends, a new timesheet schedule will automatically be created for the same duration as the previous timesheet schedule.

    • To exit without saving changes, click Cancel Edits.

    • To stop auto-copying the timesheet schedule, uncheck the Automatically Copy the Timesheet Schedule box, then click Save. 

To auto-copy a new timesheet schedule, check the Automatically Copy the Timesheet Schedule box when adding a timesheet schedule.


PM2-8251 Deactivate Certify Button

This feature will enable Admins to configure timesheets to prevent Timesheet Reporters from certifying timesheets that have no time entries. 

  • The Time Reporter cannot certify a timesheet without time entries setting will be disabled by default, so that Timesheet Reporters can continue to certify timesheets without time entries until an Admin enables the setting. 

  • This setting will be be configured at the organization level.


PM2-8340 To prevent Timesheet Reporters from certifying timesheets that have no time entries:
  • Click on Admin in the menu bar, then select Timesheet Management.

  • Click on the System Settings tab.

  • Check the Time Reporter cannot certify a timesheet without time entries box.

  • Click Save.

    • To allow Timesheet Reporters to certify timesheets without time entries again, uncheck the Time Reporter cannot certify a timesheet without time entries box, then click Save.


PM2-8341 When the Time Reporter cannot certify a timesheet without time entries option is checked, the Certify Timesheet button will be unavailable to the Timesheet Reporter until a time entry has been added.
  • PM2-8342 This applies to the mobile app as well as the web app.

  • Admins can still certify timesheets that have no time entries.


Vendor Pulse Check

PM2-8343 When a survey campaign is 15 days from closing, any Respondent who has not completed the survey will receive the following in-app (bell) notification: 

The <Survey Name> survey you have been invited to participate in will close in 15 Days and requires your responses.

PM2-8318 When a survey campaign is 15 days from closing, any Respondent who has not completed the survey will receive the following email notification: 

Subject

Reminder to complete the Survey for <Vendor Name> <Campaign ID - Survey Iteration - Survey ID>

Body

Dear <Recipient First Name>,

You have been invited to participate as a Respondent in a Pulse Check Survey on <vendor-name or contract-name> for <Org Name>. This survey will close in 15 days. Please respond to this survey before the closing date. You can view the survey here <link to survey>.

Please direct any questions or concerns to <Survey Initiator First Name Last Name as mail-to link>.

Thank you for your prompt attention to this matter.

PM2-8344 When a survey campaign is 5 days from closing, any Respondent who has not completed the survey will receive the following in-app (bell) notification: 

The <Survey Name> survey you have been invited to participate in will close in 5 Days and requires your responses.

PM2-8319 When a survey campaign is 5 days from closing, any Respondent who has not completed the survey will receive the following email notification: 

Subject

Reminder to complete the Survey for <Vendor Name> <Campaign ID - Survey Iteration - Survey ID>

Body

Dear <Recipient First Name>,

You have been invited to participate as a Respondent in a Pulse Check Survey on <vendor-name or contract-name> for <Org Name>. This survey will close in 5 days. Please respond to this survey before the closing date. You can view the survey here <link to survey>.

Please direct any questions or concerns to <Survey Initiator First Name Last Name as mail-to link>.

Thank you for your prompt attention to this matter.

Users can manage their preferences for in-app and email notifications for max compensation in Account Settings > Notifications > Pulse Check Notifications. 


Bug & Defect Fixes

Users

PM2-9443 DEFECT FIX Abstraction users were erroneously inserted into non-Abstraction workflows.
  • Abstraction users were available to be selected as preferred proxies.

  • Abstraction users with additional permission sets were available for random proxy selection.

  • This has been fixed; any user with an Abstraction permission set will be excluded from all proxy selection.

PM2-9446 DEFECT FIX Abstraction users with additional permission sets were available to be mentioned (tagged) in comments.

This has been fixed; any user with an Abstraction permission set will be excluded from the list of available users to be mentioned in comments.


Notifications

PM2-9135 BUG FIX Some nightly jobs, such as scheduled emails and auto-renewals, occasionally failed. 
  • Occasionally, when many operations were running for different tenants at the exact same time, the CLM database became temporarily unavailable. 

  • As a result, when the nightly jobs ran, some jobs failed because the database wasn’t yet available to be used (as it was still being loaded into memory). 

  • To mitigate this, we added retry logic so that nightly jobs should run as expected.

  • We will contact affected customers directly.


Worklist

PM2-9193 DEFECT FIX Users could apply saved filters to the worklist before it fully loaded, causing the results to show incorrectly.

This has been fixed; saved filters can no longer be applied before the worklist before it has finished loading.


Workflows

PM2-9288 DEFECT FIX Reference Docs added to form template failed to appear in Request workflows using that form template.

This has been fixed; Reference Docs will appear in Request workflows as they do in non-request workflows.

PM2-9280 DEFECT FIX In some workflows using DocuSign, signatories were able to sign in DocuSign before the Signature Phase had been started.

This has been fixed; signatories will be unable to sign documents in DocuSign until the Signature Phase has been started.

PM2-9247 DEFECT FIX When a phase with a user group member as a sequenced participant was retracted, the phase would fail to sequence a user group member after retraction.
  • The role of the user group was listed under the Participant Sequence, but no group member was listed as a Sequenced Participant.

  • This happened if the user group was sequenced in the workflow template.

  • This has been fixed; user groups will function as expected in retracted phases.


Reporting

PM2-8819 DEFECT FIX Attempting to load the Users tab in Reporting returned a Something Went Wrong Loading Users error.

This has been fixed; users will be able to access the Users tab in Reporting as expected.


Contracts

PM2-9143 DEFECT FIX Contract Moderators were unable to comment on contracts.

This has been fixed; Contract Moderators will be able to comment on contracts as expected.


Admin

PM2-9045 DEFECT FIX In the Set Participant Sequence modal on the workflow template, the User dropdown failed to populate with available participants.

This has been fixed; the User dropdown will populate with available participants as expected.


Vendor Pulse Check

PM2-9184 DEFECT FIX In a survey, entering a character in the Additional Information field after selecting “Does not meet” caused the field to deselect, so the Respondent had to select the field again to continue typing.

This has been fixed; the Additional Information field will behave as expected.


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