Setting auto-expiry for an Agreement - Revision history

AmolR at 06:24, 21 January 2022

2022-01-21T06:24:17Z

AmolR at 11:49, 20 January 2022

2022-01-20T11:49:54Z

WikiSysop at 16:29, 13 December 2021

2021-12-13T16:29:43Z

WikiSysop at 10:20, 5 December 2021

2021-12-05T10:20:26Z

WikiSysop at 10:58, 17 November 2020

2020-11-17T10:58:05Z

IDT-1 at 09:40, 31 July 2020

2020-07-31T09:40:47Z

IDT-3 at 11:13, 10 May 2019

2019-05-10T11:13:45Z

IDT-1 at 06:37, 30 June 2017

2017-06-30T06:37:09Z

IDT-1 at 06:36, 30 June 2017

2017-06-30T06:36:15Z

IDT-1 at 10:23, 22 March 2017

2017-03-22T10:23:42Z

@@ Line 8: / Line 8: @@
 .&nbsp;'''Click''' "Agreements" on the "Home" page and then&nbsp;'''click&nbsp;'''"Create"&nbsp;on the "Agreements" page.&nbsp;The''"''Create Agreement''"''page opens.
-.'''Enter''' the Contract Type Details under the&nbsp;Contract Type Details section.
+.&nbsp;'''Enter''' the Contract Type Details under the&nbsp;Contract Type Details section.
 .&nbsp;'''Click'''&nbsp;"Next" to go to "Attributes" section.
-.&nbsp;'''Open''' the "Key Dates" section.
+.&nbsp;'''Select''' the "Effective Date" of the contract.
-.&nbsp;'''Select''' the "Effective Date" of the contract.
+.&nbsp;'''Select&nbsp;'''or '''enter&nbsp;'''the tenure of the agreement in the "Tenure in months" box.
-.&nbsp;'''Select&nbsp;'''or '''enter&nbsp;'''the tenure of the agreement in the "Tenure in months" box.
+.&nbsp;'''Select''' the expiry date for the agreement in the "Expiry Date" box, .
+<div class="image-green-border">[[File:Agreements-Auto-Expiry-Dates.png|500px]]<br/> &nbsp;</div>
-.&nbsp;'''Select''' the expiry date for the agreement in the "Expiry Date" box, .
-<div class="image-green-border">[[File:Contract Expiry Dates.png|600px]]<br/> &nbsp;</div>
 === '''Set the auto-expiry date for an agreement while editing the agreement''' ===

@@ Line 6: / Line 6: @@
 To set the auto-expiration of an agreement:
-.&nbsp;'''Click''' "Agreements" on the "Home" page and then&nbsp;'''click&nbsp;'''"Create"&nbsp;on the "Agreements"''page.&nbsp;The "''Create Agreement''"''page opens.
+.&nbsp;'''Click''' "Agreements" on the "Home" page and then&nbsp;'''click&nbsp;'''"Create"&nbsp;on the "Agreements" page.&nbsp;The''"''Create Agreement''"''page opens.
 .'''Enter''' the Contract Type Details under the&nbsp;Contract Type Details section.
@@ Line 19: / Line 19: @@
 .&nbsp;'''Select''' the expiry date for the agreement in the "Expiry Date" box, .
-<div class="image-green-border">[[File:8.0-Agreement Details Page2.PNG|720px|8.0-Agreement Details Page2.PNG]]<br/> &nbsp;</div>
+<div class="image-green-border">[[File:Contract Expiry Dates.png|600px]]<br/> &nbsp;</div>
 === '''Set the auto-expiry date for an agreement while editing the agreement''' ===
@@ Line 39: / Line 39: @@
 .&nbsp;'''Click''' Update.
 '''Related Topics''': &nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]

@@ Line 6: / Line 6: @@
 To set the auto-expiration of an agreement:
-.&nbsp;'''Click''' "Agreements'''&nbsp;'''> "Create"&nbsp;on the "Home"''page.&nbsp;The "Create Agreement"''page opens.
+.&nbsp;'''Click''' "Agreements" on the "Home" page and then&nbsp;'''click&nbsp;'''"Create"&nbsp;on the "Agreements"''page.&nbsp;The "''Create Agreement''"''page opens.
-.'''Enter''' the Contract Type Details under the&nbsp;''Contract Type Details'' section.
+.'''Enter''' the Contract Type Details under the&nbsp;Contract Type Details section.
 .&nbsp;'''Click'''&nbsp;"Next" to go to "Attributes" section.
@@ Line 19: / Line 19: @@
 .&nbsp;'''Select''' the expiry date for the agreement in the "Expiry Date" box, .
-<div class="image-green-border">[[File:8.0-Agreement Details Page2.PNG|720px]]<br/> &nbsp;</div>
+<div class="image-green-border">[[File:8.0-Agreement Details Page2.PNG|720px|8.0-Agreement Details Page2.PNG]]<br/> &nbsp;</div>
 === '''Set the auto-expiry date for an agreement while editing the agreement''' ===
 To set the auto-expiry date of an agreement:
-.&nbsp;'''Click''' the Agreements tile on the home page. The Agreements page displays the list of existing agreements.
+.&nbsp;'''Click''' the "Agreements" tile on the "Home" page. The Agreements page displays the list of existing agreements.
-.&nbsp;'''Click '''the View Record&nbsp;icon to open the agreement that you want to edit. The agreement details page appears.
+.&nbsp;'''Click '''the "View Details" icon to open the agreement that you want to edit. The agreement "Details" page opens.
-.&nbsp;'''Click''' Edit.
+.&nbsp;'''Click'''&nbsp;"Edit".
 .&nbsp;'''Open''' the Key Dates section .

@@ Line 6: / Line 6: @@
 To set the auto-expiration of an agreement:
-#'''Click''' ''Agreement Management'''''&nbsp;'''> ''Create Agreement'' on the ''Home ''page.&nbsp;The ''Create Agreement ''page opens.
+.&nbsp;'''Click''' "Agreements'''&nbsp;'''> "Create"&nbsp;on the "Home"''page.&nbsp;The "Create Agreement"''page opens.
-#'''Enter''' the Contract Type Details under the&nbsp;''Contract Type Details'' section.
-#'''Click''' ''Next'' to go to ''Attributes'' section.
+.'''Enter''' the Contract Type Details under the&nbsp;''Contract Type Details'' section.
-#'''Open''' the ''Key Dates'' section.
-#'''Select''' the ''Effective Date'' of the contract.
+.&nbsp;'''Click'''&nbsp;"Next" to go to "Attributes" section.
-#'''Select&nbsp;'''or '''enter&nbsp;'''the tenure of the agreement in the ''Tenure in months'' box.
-#'''Select''' the expiry date for the agreement in the ''Expiry Date'' box, .
+.&nbsp;'''Open''' the "Key Dates" section.
-<div class="image-green-border">[[File:Auto Expiry of Agreement1.png|RTENOTITLE]]<br/> &nbsp;</div>
 === '''Set the auto-expiry date for an agreement while editing the agreement''' ===
 To set the auto-expiry date of an agreement:
-#'''Click''' the ''Agreements'' tile on the home page. The ''Agreements'' page displays the list of existing agreements.
+.&nbsp;'''Click''' the Agreements tile on the home page. The Agreements page displays the list of existing agreements.
-#'''Click '''the ''View Record''&nbsp;icon to open the agreement that you want to edit. The agreement details page appears.
-#'''Click''' ''Edit''.
+.&nbsp;'''Click '''the View Record&nbsp;icon to open the agreement that you want to edit. The agreement details page appears.
-#'''Open''' the ''Key Dates'' section .
-#'''Select''' the ''Effective Date'' of the contract.
+.&nbsp;'''Click''' Edit.
-#'''Select''' or '''enter''' the tenure of the agreement in the ''Tenure in months'' box, .
-#'''Select''' the expiry date for the agreement&nbsp;in the ''Expiry Date'' box,
+.&nbsp;'''Open''' the Key Dates section .
-#'''Click''' ''Update''.
 &nbsp;

← Older revision		Revision as of 10:58, 17 November 2020
Line 31:		Line 31:


−	'''Related Topics''':  [[Agreement_Management\|Agreement Management]] \| [[~~Agreements_Page~~\|Agreements ~~Page~~]]~~ ~~	+	'''Related Topics''':  [[Agreement_Management\|Agreement Management]] \| [[Agreements\|Agreements]]

@@ Line 6: / Line 6: @@
 To set the auto-expiration of an agreement:
-#Click '''Agreement Management&nbsp;'''tile&nbsp;on My Dashboard.&nbsp;The Agreement Management page opens.
+#'''Click''' ''Agreement Management'''''&nbsp;'''tile&nbsp;on My Dashboard.&nbsp;The Agreement Management page opens.
-#Enter the Contract Type Details under '''Contract Type Details''' tab.
+#'''Enter''' the Contract Type Details under the'''''Contract Type Details'' section.'''
-#Click '''Next''' to go to '''Attributes''' tab.
+#'''Click''' ''Next'' to go to ''Attributes'' section.
-#Open the '''Key Dates''' section under '''Attributes''' tab.
+#'''Open''' the ''Key Dates'' section.
-#Select the '''Effective Date''' of the contract.
+#'''Select''' the ''Effective Date'' of the contract.
-#In the '''Tenure in months''' box, select or enter the tenure of the agreement.
+#'''Select&nbsp;'''or '''enter&nbsp;'''the tenure of the agreement in the ''Tenure in months'' box.
-#In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
+#'''Select''' the expiry date for the agreement in the ''Expiry Date'' box, .
 [[File:Auto Expiry of Agreement1.png|RTENOTITLE]]<br/> &nbsp;
@@ Line 18: / Line 18: @@
 === '''Set the auto-expiry date for an agreement while editing the agreement''' ===
-To set the auto-expiry of an agreement:
+To set the auto-expiry date of an agreement:
-#Click the '''Agreements''' tile on the home page. The '''Agreements''' page displays the list of existing agreements.
+#'''Click''' the ''Agreements'' tile on the home page. The ''Agreements'' page displays the list of existing agreements.
-#In the agreements list, click [[File:View Amendment1.png|RTENOTITLE]] to open the agreement that you want to edit. The agreement details page appears.
+#'''Click '''the [[File:View Amendment1.png|RTENOTITLE]]&nbsp;icon to open the agreement that you want to edit. The agreement details page appears.
-#Click '''Edit'''.
+#'''Click''' ''Edit''.
-#Open the '''Key Dates''' section under '''Attributes''' tab.
+#'''Open''' the ''Key Dates'' section .
-#Select the '''Effective Date''' of the contract.
+#'''Select''' the ''Effective Date'' of the contract.
-#In the '''Tenure in months''' box, select or enter the appropriate tenure of the agreement.
+#'''Select''' or '''enter''' the tenure of the agreement in the ''Tenure in months'' box, .
-#In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
+#'''Select''' the expiry date for the agreement&nbsp;in the ''Expiry Date'' box,
-#Click '''Update'''.
+#'''Click''' ''Update''.

@@ Line 2: / Line 2: @@
 = Setting auto-expiry for an Agreement =
-You can set a date on which any agreement should auto-expire. The agreement expires and will no longer be in force on this date. You can set the date either at the time of creating the agreement or while editing it. The expiration date cannot be a past or the current date; it must be a future date.
+You can set a date on which any agreement should auto-expire. The agreement expires and will no longer be in force after this date. You can set the date either at the time of creating the agreement or while editing it. The expiration date cannot be a past or the current date; it must be a future date.
 To set the auto-expiration of an agreement:
-#On the ICM Home Page, click '''Create Agreement''' tile. The Create Agreement page opens.
+#Click '''Agreement Management&nbsp;'''tile&nbsp;on My Dashboard.&nbsp;The Agreement Management page opens.
 #Enter the Contract Type Details under '''Contract Type Details''' tab.
 #Click '''Next''' to go to '''Attributes''' tab.