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== Searching a Reason == | == Searching a Reason == | ||
| − | You may want to search a specific reason for which an agreement is being rejected or a contract type is being rejected.<br/> In ICM, you can use various options given below, including the dynamic search feature, to find the desired reason.<br/> | + | You may want to search a specific reason for which an agreement is being rejected or a contract type is being rejected.<br/> In ICM, you can use various options given below, including the dynamic search feature, to find the desired reason.<br/> <br/> To search a reason: |
1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears. | 1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears. | ||
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2. Search for a particular currency by using any of the following options: | 2. Search for a particular currency by using any of the following options: | ||
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*'''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''.<br/> While entering a custom keyword, follow the guidelines as shown in the image below. | *'''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''.<br/> While entering a custom keyword, follow the guidelines as shown in the image below. | ||
| − | + | Alternatively, '''type''' the keywords in the ''Refine Search here'' field. A list of relevant reasons is displayed. | |
| − | + | <div class="image-green-border">[[File:Searching a reason 7.8.PNG]]</div> | |
'''Enhancing your search''' | '''Enhancing your search''' | ||
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View your saved search terms with the following: | View your saved search terms with the following: | ||
| − | *In the More Searches box, select your saved search, and '''click''' | + | *In the More Searches box, select your saved search, and '''click''' the ''Add to Favorites'' icon to mark the search term as favorite. |
*You can find your marked favorites below the tiles. | *You can find your marked favorites below the tiles. | ||
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To create a reason: | To create a reason: | ||
| − | 1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page | + | 1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page opens. |
| − | + | ||
| − | + | ||
| − | <font size="3">Details | + | 2. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page opens. |
| + | |||
| + | === <font size="3">Details</font> === | ||
1. Provide appropriate details as follows in the ''Details'' tab. | 1. Provide appropriate details as follows in the ''Details'' tab. | ||
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*'''Type''' an appropriate ''code for the reason''''' '''In the ''Code'' box. | *'''Type''' an appropriate ''code for the reason''''' '''In the ''Code'' box. | ||
*'''Type''' the ''appropriate details for the reason''''' '''in the ''Heading'' box,. | *'''Type''' the ''appropriate details for the reason''''' '''in the ''Heading'' box,. | ||
| − | <div class="image-green-border">[[File:Create Reason | + | <div class="image-green-border">[[File:Create a Reason 7.8.PNG]]</div> |
| − | 2. Click ''' | + | 2. '''Click '''''Next ''go to the ''Verify ''tab. |
| − | <font size="3">'''Verify | + | === <font size="3">'''Verify'''</font> === |
1. In the ''Verify ''tab, verify the information. | 1. In the ''Verify ''tab, verify the information. | ||
2. '''Click''' ''Save ''to save the newly created reason. | 2. '''Click''' ''Save ''to save the newly created reason. | ||
| − | <div class="image-green-border">[[File:Create | + | <div class="image-green-border">[[File:Create a reason verify tab 7.8.PNG]]</div> |
| − | + | ||
== Editing a Reason == | == Editing a Reason == | ||
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To edit a reason: | To edit a reason: | ||
| − | + | 1. On the ''User Administration'' page, '''click''' the ''Reasons'' tile. The ''Reasons'' page opens. A List of reasons is displayed. | |
| − | + | ||
| − | 1. On the ''User Administration'' page, '''click''' the ''Reasons'' tile. The ''Reasons'' page opens. | + | |
| − | + | ||
| − | + | ||
2. '''Click''' the ''View Record'' icon next to the appropriate reason. The ''Reasons Details'' page opens. | 2. '''Click''' the ''View Record'' icon next to the appropriate reason. The ''Reasons Details'' page opens. | ||
3. '''Click''' ''Edit'' button. The ''Edit Reason ''page opens'''.''' | 3. '''Click''' ''Edit'' button. The ''Edit Reason ''page opens'''.''' | ||
| − | + | ||
4. In the ''Details'' tab, update appropriate information as follows | 4. In the ''Details'' tab, update appropriate information as follows | ||
| − | + | <div class="image-green-border">[[File:Edit reason 7.8.PNG]]</div> | |
| − | < | + | |
| − | + | ||
5. In the ''Code'' box, '''type''' the appropriate code for the reason. | 5. In the ''Code'' box, '''type''' the appropriate code for the reason. | ||
6. In the ''Heading'' box, '''type''' the appropriate details for the reason. | 6. In the ''Heading'' box, '''type''' the appropriate details for the reason. | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | 7. '''Click''' ''Next'' to go the ''Verify'' tab. Verify the details. | |
| − | + | ||
| − | + | ||
| + | 8.''' Click''' ''Update'' to update the reason. The updated content is displayed on the ''Reasons ''page. | ||
| + | <div class="image-green-border">[[File:Edit reason Update button 7.8.PNG]]</div> <div class="image-green-border"> </div> | ||
| | ||
Revision as of 11:23, 14 May 2019
Contents
Reasons
Searching a Reason
You may want to search a specific reason for which an agreement is being rejected or a contract type is being rejected.
In ICM, you can use various options given below, including the dynamic search feature, to find the desired reason.
To search a reason:
1. Click the Reasons tile on the User Administration page. The Reasons page appears.
2. Search for a particular currency by using any of the following options:
- Click the Select Field list under Search For, and then select appropriate item. Refer to the area highlighted in the image below.
Search results relevant to the item are displayed with a number in bracket. The number denotes the number of reasons that meet the search criteria. - Click the box to select specific item. A list of reasons relevant to the item is displayed.
- Type relevant keyword in the Custom Keyword box to narrow your search further, and click Apply.
While entering a custom keyword, follow the guidelines as shown in the image below.
Alternatively, type the keywords in the Refine Search here field. A list of relevant reasons is displayed.
Enhancing your search
To narrow down your search, you can use any of the following methods as well:
| Field | Action |
|---|---|
| "..." | Type the search term in double quotation marks. It shows existing reasons that include the exact search term. |
| *...* | Type the search term in star characters. It shows existing currencies that include the exact search term. |
| *... | Add a Prefix * to the search term. It shows existing reasons that end with this term. |
| ...* | Add a Suffix * to the search term. It shows existing reasons that start with this term. |
Viewing the saved search terms
View your saved search terms with the following:
- In the More Searches box, select your saved search, and click the Add to Favorites icon to mark the search term as favorite.
- You can find your marked favorites below the tiles.
Creating a Reason
ICM allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.
To create a reason:
1. Click the Reasons tile on the User Administration page. The Reasons page opens.
2. Click the Create Reason tile. The Create Reason page opens.
Details
1. Provide appropriate details as follows in the Details tab.
- Type an appropriate code for the reason In the Code box.
- Type the appropriate details for the reason in the Heading box,.
2. Click Next go to the Verify tab.
Verify
1. In the Verify tab, verify the information.
2. Click Save to save the newly created reason.
Editing a Reason
With ICM, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.
To edit a reason:
1. On the User Administration page, click the Reasons tile. The Reasons page opens. A List of reasons is displayed.
2. Click the View Record icon next to the appropriate reason. The Reasons Details page opens.
3. Click Edit button. The Edit Reason page opens.
4. In the Details tab, update appropriate information as follows
5. In the Code box, type the appropriate code for the reason.
6. In the Heading box, type the appropriate details for the reason.
7. Click Next to go the Verify tab. Verify the details.
8. Click Update to update the reason. The updated content is displayed on the Reasons page.
Related Topics: Agreement Management | Managing Organization | Managing Users | Managing User Groups | Managing Security Groups | Application Settings | Notification Settings | Currencies | Deleting an Agreement | Search Sync | Legacy Upload |
