This content applies solely to Government Clause Automation, which must be purchased separately from the Appian base platform. |
After you create a clause set, GCA makes it simple and easy to manage existing clause sets directly from the Clause Sets list by allowing you to view additional information about the clause set, and take action on the clause set if you are a privileged business user.
To view an individual clause set, simply locate and click the clause set you want to view in the Clause Set list. This will take you to the Clause Set Summary where you can see details about the clause set, contract information, and any clauses applied to the clause set.
The Summary also displays when clauses have a fail validation status of incomplete or missing fill-ins. You can update individual clauses to address these issues.
From the Clause Set Summary, you can view a complete list of all clauses applied to the clause set. To view an individual clause, click the ellipsis icon associated with the clause you want to view and click View Clause and Reason.
The View Clause dialog will display all pertinent information about the clause, including:
Privileged users, which is a specific user group in GCA, can perform certain actions like creating rules, templates, and questionnaires. Contracting officers and contract specialists can update, validate, and finalize the clause sets assigned to them.
When you need to update an existing clause, GCA walks you through a guided workflow that allows you to update the clause set details and questionnaire answers, review clauses assigned to the clause set, and add additional clauses if needed. After completing each step in the guided workflow, you can generate an updated clause set that matches the modifications you made.
Note that any updates you make to a clause in the clause set will override the existing clause and any information associated with it.
To update a clause set:
It's important to validate that all the clauses in a clause set are complete, meaning all the fill-ins are complete, there is no missing information, and each clause in the group is error-free. GCA will run a validation on your clause sets and provide a list of all incomplete clauses, clauses with missing fill-ins, and clauses with incorrect information. You can initiate a clause set validation from the Clause Set Summary by clicking VALIDATE CLAUSE SET.
This opens the Validate Clause Set dialog, which includes an banner at the top of the screen that indicates that the validation is complete and the number of errors found.
The validation will also inform you of any updated clauses in the system. GCA identifies updated clause versions and lists them in the Clause with Updates section. This allows you to update to the latest clause version or retain the existing clause in the clause set.
You can manage whether IBR clauses will be reviewed during the validation process in the Solutions Hub.
See Editing Clauses in a Clause Set for more information about the types of clause information you can edit and the edit methods.
To validate a clause set:
After running a validation on a clause set, you may need to edit clauses in the clause set to complete any missing fill-ins or correct any errors.
After updating all the clauses in your clause set and validating that there are no remaining errors or incomplete clauses, you can finalize the clause set.
Finalizing a clause set indicates that it is complete and ready to add to a supplement. Only finalize a clause set when you are sure it is complete and you have no plans to perform future edits or updates. Finalized clauses are no longer available for edits.
GCA will automatically run a validation on any finalized clause sets to ensure there are no incomplete clauses or clauses with missing fill-ins. During validation, if any errors are identified in the applied clauses, the validation and finalized clause set process will both fail. The Clause Set History tab in the clause set record will log both failed processes with a timestamp. You will need to fix the errors by editing the clauses that require attention.
To finalize a clause:
Once a solicitation clause set has been finalized, you can create an award clause set directly from the solicitation summary view. The new award clause set will contain all of the existing clause set information from the solicitation.
To create an award clause set from a solicitation clause set:
Click Create. You will see a confirmation window confirming the award clause set was created successfully.
Managing Clause Sets