Use Turn Tracking

This topic will walk you through how to use turn tracking. This includes how to enable turn tracking and use it in your Dashboard, Repository, and workflows.

Turn tracking enables users to signal and filter which party – Internal or Counterparty – is reviewing the draft document. Within a workflow, users can manually change the turn at any time, as well as at key actions that intersect with the document, such as Share, Update Document or Download.

On the Dashboard, turn information is available in filters and columns, allowing users to incorporate that information into the views they build and share. The number of turns, as well as the total time with each party, is automatically saved as part of each record in the Repository.

Dashboard: Add a Column to a View

1. Click the Dashboard tab, and then click the Columns button located on the right.
2. Click Additional Properties.
3. Search for and toggle on one (or both) of the following:
   • Turn: Internal or Counterparty
   • Number: The total number of turns between both parties.
4. If you want to create a view with these columns enabled, click the plus sign located in the left panel and enter a name for your view. Click Add View.

Dashboard: Filter by Turn Party

1. Click the Dashboard tab, and then click the Filters button located on the right.
2. Click the Where dropdown and select Turn.
3. Customize your filter. Your Dashboard updates to your specifications in real-time.
4. If you want to create a view with this filter enabled, click the plus sign located in the left panel and enter a name for your view. Click Add View.

Workflow: Track Turns

1. Click on the Dashboard tab, and then click on the workflow you want to edit.
2. In the Review and Change section, click Start Turn Tracking indicated by two continuous arrows.
3. Select Internal Party or Counterparty for the first turn.

Workflow: Change Turns

If you are already tracking turns in your workflow, you can change the turn at any time. To change the turn, click Start Turn Tracking indicated by two continuous arrows, or select the turn tracking checkbox. Here is the list of places you can change a turn and which method to use:

• Main Draft (Start Turn Tracking Icon)
• Share (Checkbox)
• Update Document (Checkbox)
• Edit Info
• Download
• Ironclad Editor

Example: Change Turn in Main Draft Section


Example: Change Turn using Share


Example: Changing Turn using Update Document

Workflow: See Turn History and Change Turn History Date Scale

1. Click on the Dashboard tab, and then click on the workflow you want to view.
2. In the Review and Change section, locate the turn history scale. Hover over a turn for more information on that specific turn.
3. If you want to change the date range the turn history scale displays, click the date range dropdown located on the left above the scale. Select Day, Week, Bi-week (Default), or Month.

Workflow: See Total Time Breakdown Between Parties

1. Click on the Dashboard tab, and then click on the workflow you want to edit.
2. In the Review and Change section, click Time located about the turn history scale. The scale displays the total time and percentage breakdown between each party.

Workflow Designer: Configure Whether Turns Start Automatically in Review

You can configure how turn tracking should start when a workflow enters the Review step.

1. Navigate to Workflow Designer > Workflow > Review > Settings.
2. Select the default turn for when a workflow starts in the Review step. There are three options No one, Internal Party, or Counterparty.

Repository: Default Turn Tracking Record Properties

For records of workflows that used turn tracking, there are a variety of default record properties including:

• Total Number of Turns
• Total Internal Turns
• Total Counterparty Turns
• Turn Tracking Time With Internal
• Turn Tracking Time With Counterparty
• Average Turn Time With Internal
• Average Turn Time With Counterparty

Each of these properties can be used as a column or filter in the Repository.

Example: Turn information in columns


Example: Turn information in filters

If you disable turn tracking, any records previously created when it was enabled will retain the turn information. Any workflows created from that point on will not.

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Settings.
2. To enable turn tracking, select Enable Turn Tracking.
3. To disable turn tracking, deselect Enable Turn Tracking.

 

---