Team - Revision history

AmolRedij at 12:28, 19 January 2022

2022-01-19T12:28:07Z

WikiSysop at 10:09, 20 December 2021

2021-12-20T10:09:37Z

WikiSysop at 09:44, 20 December 2021

2021-12-20T09:44:24Z

WikiSysop at 18:16, 26 November 2021

2021-11-26T18:16:11Z

Show changes

Sdk at 07:46, 24 May 2021

2021-05-24T07:46:16Z

IDT-1 at 07:56, 27 January 2021

2021-01-27T07:56:32Z

IDT-1 at 07:56, 27 January 2021

2021-01-27T07:56:01Z

IDT-1 at 07:54, 27 January 2021

2021-01-27T07:54:49Z

IDT-1 at 07:53, 27 January 2021

2021-01-27T07:53:35Z

IDT-1 at 07:52, 27 January 2021

2021-01-27T07:52:22Z

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 = Team =
@@ Line 7: / Line 5: @@
 *Search&nbsp;any user by either using the "Grid"'', "''Tile"''or "Progress" view'''''.'''''
-*Add any user to the "Team"''from either of the views.
+*Add any user to the "Team"''from either of the views.''
 *Remove any user from the Team.
 *Reassign a user.
@@ Line 25: / Line 23: @@
 The time duration is displayed on mouse hover in the ''Action Status'' column for the applicable task. Both - the ''clock ''icon displaying the Task status and the ''Pending message'' are displayed in a single column, instead of displaying them in two different columns unlike the "Progress" and "Tile" views.
 <div class="note-box">'''Note: '''In case of delegations, the total duration till now is displayed in the name of the original task owner. However, for the delegate, the duration since the task has been delegated to the user is displayed.</div>
 Follow these steps to search the log:
@@ Line 32: / Line 28: @@
 .&nbsp;'''Click''' "View Details" icon next to the Agreement, whose Team you want to manage.
-.&nbsp;'''Click'''&nbsp;"Team" in the left pane. This displays all existing team members along with their roles. By default, "Grid"''is selected.
+You can refine your search&nbsp;by selecting the "Status"''provided:''
-−
 You can refine your search&nbsp;by selecting the "Status"''provided:
+:
@@ Line 46: / Line 42: @@
 The results matching your selection are displayed on the page in a tabular form.
-You can&nbsp;refine your search further&nbsp;using the "Refine Search" field. For example, type initials of "User Name" who created the Agreement or type initials of the "Team"''Role. This filters the results to display only those records that match&nbsp;your search.
+You can&nbsp;refine your search further&nbsp;using the "Refine Search" field. For example, type initials of "User Name" who created the Agreement or type initials of the "Team"''Role. This filters the results to display only those records that match&nbsp;your search.''
 . Sort your search results&nbsp;by clicking the&nbsp;''Filter'' icon provided in each column. '''Click&nbsp;'''Filter icon and choose options relevant to your search in the fields''.''
@@ Line 53: / Line 49: @@
 This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.&nbsp;In the "Tile" view, the time duration is displayed in days and hours reflecting the duration that the task has been pending for a user action.
-<div class="image-green-border">[[File:8.0-Team-TileView.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Team-TileView.PNG|720px|8.0-Team-TileView.PNG]]</div>
 You can perform following actions on the team members through ''Grid, Tile or Progress&nbsp;view''':'''''
@@ Line 67: / Line 63: @@
 The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement workflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.&nbsp;In the ''Progress'' view, the time duration is displayed in days and hours reflecting the duration that the task has been pending for a user action.
-<div class="image-green-border">[[File:8.0-Team-ProgressView.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Team-ProgressView.PNG|720px|8.0-Team-ProgressView.PNG]]</div>
 The three sections of "Progress"''&nbsp;''view are:
@@ Line 85: / Line 81: @@
 This capability is available across ICI for all entities, events, add-ins, and integrations in ICI.<br/> &nbsp;
+&nbsp;
 == Adding a Team member ==

@@ Line 84: / Line 84: @@
 This capability is available across ICI for all entities, events, add-ins, and integrations in ICI.<br/> &nbsp;
@@ Line 90: / Line 91: @@
 To add a team member through Team tab follow the below steps:
-. '''Click'''&nbsp;"ADD NEW MEMBER&nbsp;on the "Team" page.
+. '''Click'''&nbsp;"Add&nbsp;New Member" on the "Team" page.
-<div class="image-green-border">[[File:8.0- Team-Add New Member.PNG|720px|8.0- Team-Add New Member.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0- Team-Add New Member1.PNG|720px|8.0- Team-Add New Member1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The "Add User" dialog box appears.</div>
+<div class="image-green-border">[[File:8.0- Team-Add New Member.PNG|720px|8.0- Team-Add New Member.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The "Add User" dialog box is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0- Team-Add New Member1.PNG|720px|8.0- Team-Add New Member1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''&nbsp;"Select Role" to select a role of the user being added.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0- Team-SelectRole.PNG|720px|8.0- Team-SelectRole.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box"><font face="Segoe UI">'''Note''': When you select an Approver role in the Select Role list, a Step Number box appears. Type a number in the box. This number denotes the respective approver's hierarchy for an approval.</font></div>
-<font face="Segoe UI">2. '''Click'''&nbsp;"Select Role" &nbsp;to select a role of the user being added.</font>
 <div class="image-green-border">[[File:8.0- Team-SelectRole.PNG|720px|8.0- Team-SelectRole.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box"><font face="Segoe UI">'''Note''': When you select an Approver role in the Select Role list, a Step Number box appears. Type a number in the box. This number denotes the respective approver's hierarchy for an approval.</font></div>
 <font face="Segoe UI">3. '''Click'''&nbsp;"Add" to add the user. The user name and the role appears as a tile.</font>

@@ Line 84: / Line 84: @@
 This capability is available across ICI for all entities, events, add-ins, and integrations in ICI.<br/> &nbsp;
 == Adding a Team member ==
@@ Line 89: / Line 90: @@
 To add a team member through Team tab follow the below steps:
-. '''Click'''&nbsp;"ADD NEW MEMBER&nbsp;on the "Team" page. The "Add User" dialog box appears.
+. '''Click'''&nbsp;"ADD NEW MEMBER&nbsp;on the "Team" page.
-<div class="image-green-border">[[File:8.0- Team-Add New Member.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0- Team-Add New Member1.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0- Team-Add New Member.PNG|720px|8.0- Team-Add New Member.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0- Team-Add New Member1.PNG|720px|8.0- Team-Add New Member1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The "Add User" dialog box appears.</div>
 <font face="Segoe UI">2. '''Click'''&nbsp;"Select Role" &nbsp;to select a role of the user being added.</font>
-<div class="image-green-border">[[File:8.0- Team-SelectRole.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box"><font face="Segoe UI">'''Note''': When you select an Approver role in the Select Role list, a Step Number box appears. Type a number in the box. This number denotes the respective approver's hierarchy for an approval.</font></div>
+<div class="image-green-border">[[File:8.0- Team-SelectRole.PNG|720px|8.0- Team-SelectRole.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box"><font face="Segoe UI">'''Note''': When you select an Approver role in the Select Role list, a Step Number box appears. Type a number in the box. This number denotes the respective approver's hierarchy for an approval.</font></div>
 <font face="Segoe UI">3. '''Click'''&nbsp;"Add" to add the user. The user name and the role appears as a tile.</font>
 <font face="Segoe UI">4. '''Select'''&nbsp;a user to remove and '''click'''&nbsp;"REMOVE"&nbsp;if you want to remove a user from the list.</font>
-<div class="image-green-border">[[File:8.0-Team-RemoveTeam Member.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Team-RemoveTeam Member.PNG|720px|8.0-Team-RemoveTeam Member.PNG]]</div>
 &nbsp;
 '''Related Topics:''' [[Managing_Team_Members|Managing Team Members]]&nbsp; |&nbsp; [[Agreement_Details_Page|Agreement Details]]&nbsp;&nbsp;

@@ Line 1: / Line 1: @@
 &nbsp;
 = Team =
-The ''Team'' tab displays the users with their roles&nbsp;assigned to the team of a specific&nbsp;Agreement. ICM allows you to take workflow actions on approvers from the&nbsp;''Progress'' view of the''Team'' tab itself so that&nbsp;you don’t need to navigate to the grid and list view to take these actions:
+The ''Team'' tab displays the users with their roles&nbsp;assigned to the team of a specific&nbsp;Agreement. ICI&nbsp;allows you to take workflow actions on approvers from the&nbsp;''Progress'' view of the''Team'' tab itself so that&nbsp;you don’t need to navigate to the grid and list view to take these actions:
 *Search&nbsp;any user by either using the&nbsp;''Grid, Tile or Progress&nbsp;view'''.'''''
@@ Line 15: / Line 16: @@
 *View if a user is defined by a rule or not, in the ''By Rule'' column. The column displays ''Yes'' with a hyperlink if the user is defined by a rule. Clicking the hyperlink opens a window with the team member’s name and all the rule details. Any team members added via Event Rule will have “By rule” column as “No”.
-ICM also&nbsp;displays the time duration for pending tasks on the ''Teams'' tab of any entity that has a workflow. Displaying the days and hours for pending tasks allows the user to easily know how long a task has been pending with the approver, reviewer, deviation approver or the signatory. It is also displayed for individual team members (not groups) and active members who are enabled and at the current step. &nbsp;
+ICI&nbsp;also&nbsp;displays the time duration for pending tasks on the ''Teams'' tab of any entity that has a workflow. Displaying the days and hours for pending tasks allows the user to easily know how long a task has been pending with the approver, reviewer, deviation approver or the signatory. It is also displayed for individual team members (not groups) and active members who are enabled and at the current step. &nbsp;
 Let’s go through each view in detail.

← Older revision		Revision as of 07:56, 27 January 2021
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	= Team =		= Team =

← Older revision		Revision as of 07:54, 27 January 2021
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	= Team =		= Team =

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 = Team =
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 *'''Check & Sign -&nbsp;'''this section displays external and internal signatories in different boxes.
-=== &nbsp; ===
+&nbsp;
 == Configuring the No Team Available message ==