This content applies solely to Government Clause Automation, which must be purchased separately from the Appian base platform. |
The process of managing the clauses and provisions required for a contract can be labor-intensive and error-prone. With Government Clause Automation, users can automate this process by providing contract details and completing a contract questionnaire. After completing the questionnaire, GCA uses the contract details and questionnaire answers to recommend clauses to include in the contract.
Through the Clause Automation site, business users can view, add, and edit questionnaires and questions associated with each questionnaire.
This page describes how to use the Clause Automation site to configure approaches.
On the Clause Automation site, a grid lists all of the information that is pertinent to questionnaires. Users can use this information to determine which questionnaires already exist and when their last update occurred.
After you access the Clause Automation site, you can view the Questionnaires page by selecting Questionnaires at the top of the page. When you click Questionnaires, you will see two tabs: Questionnaires and Questions.
When you select the Questionnaire tab, a list of existing questionnaires and a timestamp showing when each question was last modified displays. You can also create a new questionnaire from this view.
Along with the grid of existing questionnaires, you will also see actions that you can take against a questionnaire from the Questionnaires tab. From this page, you can create a new questionnaire, delete a questionnaire, clone a questionnaire, and set a questionnaire as the default that will automatically appear for users when they're creating clause sets. You can also edit a questionnaire by clicking on it.
To create a new questionnaire:
Enter a questionnaire Name and Description.
Select ADD CATEGORY to add a question category.
Enter a Category Name and select CREATE CATEGORY.
You can continue adding categories to the questionnaire, or use UPDATE CATEGORY and DELETE CATEGORY to make changes to the selected category.
Click PREVIEW QUESTIONNAIRE to see what the questionnaire will look like to users.
With the Clause Automation site, you can easily update questionnaires.
To update a questionnaire:
Select Edit Details to update the questionnaire Name and Description.
Select ADD CATEGORY to add a question category.
Enter a Category Name and select CREATE CATEGORY.
Use UPDATE CATEGORY and DELETE CATEGORY to make changes to the existing categories.
Click ADD QUESTION to add questions to the categories you created.
To edit or remove a question, select the question and use UPDATE QUESTION and DELETE QUESTION.
All future questionnaires will display the latest updated version. Questionnaires that have already been completed will not be affected.
After accessing the Clause Automation site, you can view the questionnaires by selecting the QUESTIONNAIRES page at the top of the UI. From here, you'll have access to two tabs: Questionnaires and Questions.
When you select the Questions tab, a list of existing questions, each question type, and a timestamp showing when each question was last modified will display. You can also create a new question from this view.
You can filter the list of questions by question type using the dropdown list and radio buttons. You can also search the list for a specific question. Click NEW QUESTION when you want to create a new question and click IMPORT QUESTIONS to add multiple questions at once from an Excel file. Click the trash can icon to delete a question.
There are two types of questions in Clause Automation:
Radio Button: Users can only select one answer.
To create a new question:
You can update questions with the Clause Automation site.
From the Questions page, click the question you want to update.
Any questionnaire that contains the updated question will display the latest version of the question.
Configuring Questionnaires