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| − | [[ | + | <font face="Segoe UI">[[ICM_Help|Home]] > [[Agreement_Management|Agreement Management]] > Trigger Notification</font> |
| − | Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the | + | <font face="Segoe UI">Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Alerts tab.</font> |
| + | |||
| + | <font face="Segoe UI">Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.</font> | ||
| + | |||
| + | <font face="Segoe UI">Before triggering a notification, you need to create an agreement and add members to the agreement team.</font> | ||
| + | |||
| + | <font face="Segoe UI">'''To create an agreement''':<br/> 1. On the ICI Dashboard, click '''Agreement Management'''.<br/> 2. On the '''Agreement Management''' page, click '''Create Agreement'''.<br/> 3. The '''Create Agreement''' page consists of four tabs.</font> | ||
| + | |||
| + | *<font face="Segoe UI">Contract Type Details</font> | ||
| + | *<font face="Segoe UI">Attributes</font> | ||
| + | *<font face="Segoe UI">Select Template</font> | ||
| + | *<font face="Segoe UI">Verify</font> | ||
| + | |||
| + | <font face="Segoe UI">'''Contract Type Details'''</font> | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |- style="vertical-align:top;" | ||
| + | ! style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">'''Field'''</font> | ||
| + | ! style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">'''Action'''</font> | ||
| + | |- style="horizontal-align:top;" | ||
| + | | style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">Category</font> | ||
| + | | style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">Select relevant category</font> | ||
| + | |- style="horizontal-align:top;" | ||
| + | | style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">Contract Type Name</font> | ||
| + | | style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">Select appropriate contract type name</font> | ||
| + | |- style="horizontal-align:top;" | ||
| + | | style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">Type Of Paper</font> | ||
| + | | style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">Select appropriate type of paper</font> | ||
| + | |} | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |- | ||
| + | | <font face="Segoe UI">'''Note:''' Depending on the type of paper you select, tabs appear differently: </font> | ||
| + | <font face="Segoe UI">- If you select the '''Type Of Paper''' as '''Own''', the '''Select Template''' tab appears. The tab displays the relevant templates for the selected contract type.<br/> - If you select the '''Type Of Paper''' as '''Third Party''', you need to upload a third party agreement. The '''Select Template''' tab does not appear in this case.</font> | ||
| + | <font face="Segoe UI"></font> | ||
| + | |} | ||
| + | |||
| + | <font face="Segoe UI">'''Attributes'''<br/> The fields that appear in '''Attributes''' tab depend on the Contract Type you selected. Enter the necessary information on this page and click '''Next'''.</font> | ||
| + | |||
| + | <font face="Segoe UI">'''Select Template'''<br/> Select the appropriate template from the available list.</font> | ||
| + | |||
| + | <font face="Segoe UI">'''Verify'''<br/> The Verify page consists of four buttons.</font> | ||
| + | |||
| + | : | ||
| + | :*<font face="Segoe UI">'''Previous''': Click this button to go back to the earlier screen.</font> | ||
| + | :*<font face="Segoe UI">'''Create''': Click this button to create the agreement.</font> | ||
| + | :*<font face="Segoe UI">'''Create and Publish''': Click this button to create and publish the agreement.</font> | ||
| + | :*<font face="Segoe UI">'''Create and Send for Approval''': Click this button to create and send the agreement for approval.</font> | ||
| + | |||
| + | <font face="Segoe UI">Let us understand how to '''Trigger''' a notification.</font> | ||
| + | |||
| + | <font face="Segoe UI">To '''Trigger''' a notification''':'''</font> | ||
| + | |||
| + | <font face="Segoe UI">1. On the '''Agreement Details''' page, in the left pane, click '''Team'''.<br/> 2. On the '''Agreement Team'''page, click along '''Add'''.<br/> 3. On the '''Add User''' page, select the appropriate user and the role of the user.<br/> 4. Select the '''Send Notification''' checkbox to send the notification to the user you added.</font> | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |- | ||
| + | | <font face="Segoe UI">'''Note''': You can select the '''Send Notification''' check box to send notification to the user you may have removed.</font> | ||
| + | |} | ||
Latest revision as of 07:59, 24 May 2021
Home > Agreement Management > Trigger Notification
Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Alerts tab.
Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.
Before triggering a notification, you need to create an agreement and add members to the agreement team.
To create an agreement:
1. On the ICI Dashboard, click Agreement Management.
2. On the Agreement Management page, click Create Agreement.
3. The Create Agreement page consists of four tabs.
- Contract Type Details
- Attributes
- Select Template
- Verify
Contract Type Details
| Field | Action |
|---|---|
| Category | Select relevant category |
| Contract Type Name | Select appropriate contract type name |
| Type Of Paper | Select appropriate type of paper |
| Note: Depending on the type of paper you select, tabs appear differently:
- If you select the Type Of Paper as Own, the Select Template tab appears. The tab displays the relevant templates for the selected contract type. |
Attributes
The fields that appear in Attributes tab depend on the Contract Type you selected. Enter the necessary information on this page and click Next.
Select Template
Select the appropriate template from the available list.
Verify
The Verify page consists of four buttons.
-
- Previous: Click this button to go back to the earlier screen.
- Create: Click this button to create the agreement.
- Create and Publish: Click this button to create and publish the agreement.
- Create and Send for Approval: Click this button to create and send the agreement for approval.
Let us understand how to Trigger a notification.
To Trigger a notification:
1. On the Agreement Details page, in the left pane, click Team.
2. On the Agreement Teampage, click along Add.
3. On the Add User page, select the appropriate user and the role of the user.
4. Select the Send Notification checkbox to send the notification to the user you added.
| Note: You can select the Send Notification check box to send notification to the user you may have removed. |
