Shefali DK (Talk | contribs) |
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In ICI, you can search for a specific reason for which an agreement or contract type is being rejected using various options given below, including the dynamic search feature.<br/> Users can search a reason code in a specific language for all entities through respective Index Page – Search Categories. The "Translations Editor" tool supports adding Localized values for the "Reason Code" for different languages in ICI.<br/> | In ICI, you can search for a specific reason for which an agreement or contract type is being rejected using various options given below, including the dynamic search feature.<br/> Users can search a reason code in a specific language for all entities through respective Index Page – Search Categories. The "Translations Editor" tool supports adding Localized values for the "Reason Code" for different languages in ICI.<br/> | ||
| − | To search for a reason:<br/> 1. '''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it. The "Reasons" index page opens. | + | To search for a reason:<br/> 1. '''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it. |
| − | <div class="image-green-border">[[File:8.0-Reasons- | + | <div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> The "Reasons" index page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Reasons-Index-page.png|720px|8.0-Reasons-Index-page.png]]</div> |
| − | <br/> 2. '''Select '''the "Reason Code" as a search parameter in the Categories drop-down. A list of all reason codes is displayed | + | <br/> 2. '''Select '''the "Reason Code" as a search parameter in the "Categories" drop-down in the left collapsible "Refine View" used for filtering records. A list of all reason codes is displayed below the Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" drop down. For example, "Legal" keyword.<br/> 3. '''Select '''the desired reason code values from the list displayed below the search text box. For example, "Legal Approval Required" and "Date Changes Required".<br/> 4. '''Enter '''a''' '''specific value in the Custom keyword field and click Apply to filter your search further. For example, "Legal". Only Reason Codes containing the "Legal" keyword are displayed. |
| − | <div class="image-green-border">[[File:8.0-Reasons-Create-page-search-highlighted.png|720px]]</div> | + | <div class="image-green-border">[[File:8.0-Reasons-Create-page-search-highlighted.png|720px|8.0-Reasons-Create-page-search-highlighted.png]]</div> |
Alternatively, type the keywords in the "Refine Search here"'' ''field. A list of relevant reasons is displayed. | Alternatively, type the keywords in the "Refine Search here"'' ''field. A list of relevant reasons is displayed. | ||
| − | + | <div class="image-green-border"> </div> | |
| − | + | ||
== Creating a Reason == | == Creating a Reason == | ||
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To create a reason:<br/> 1. '''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it. The "Reasons" index page opens. | To create a reason:<br/> 1. '''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it. The "Reasons" index page opens. | ||
| − | <div class="image-green-border"> | + | <div class="image-green-border"> </div> |
'''2. Click '''"Create" in the far top-right corner in the title bar. The "Create Reason" page opens with two numbered tabs.<br/> 3. '''Enter '''the reason code in the "Code" field on the "Details" tab''. ''<br/> 4.'' '''''Enter '''the reason heading in the "Heading" field.'' '' | '''2. Click '''"Create" in the far top-right corner in the title bar. The "Create Reason" page opens with two numbered tabs.<br/> 3. '''Enter '''the reason code in the "Code" field on the "Details" tab''. ''<br/> 4.'' '''''Enter '''the reason heading in the "Heading" field.'' '' | ||
<div class="image-green-border">'''[[File:8.0-Reasons-Create-page.png|520px|8.0-Reasons-Create-page.png]]'''</div> <div class="image-green-border"> </div> | <div class="image-green-border">'''[[File:8.0-Reasons-Create-page.png|520px|8.0-Reasons-Create-page.png]]'''</div> <div class="image-green-border"> </div> | ||
Revision as of 07:52, 7 December 2021
Reasons
When you send an Agreement or Contract Type for approval, the approver can reject it for various reasons. From this page, users can add the reason codes for rejection, search and modify the existing ones in the system.
Searching a Reason
In ICI, you can search for a specific reason for which an agreement or contract type is being rejected using various options given below, including the dynamic search feature.
Users can search a reason code in a specific language for all entities through respective Index Page – Search Categories. The "Translations Editor" tool supports adding Localized values for the "Reason Code" for different languages in ICI.
To search for a reason:
1. Click the "Configure" navigation menu on the top and click "Reasons" under it.
2. Select the "Reason Code" as a search parameter in the "Categories" drop-down in the left collapsible "Refine View" used for filtering records. A list of all reason codes is displayed below the Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" drop down. For example, "Legal" keyword.
3. Select the desired reason code values from the list displayed below the search text box. For example, "Legal Approval Required" and "Date Changes Required".
4. Enter a specific value in the Custom keyword field and click Apply to filter your search further. For example, "Legal". Only Reason Codes containing the "Legal" keyword are displayed.
Alternatively, type the keywords in the "Refine Search here" field. A list of relevant reasons is displayed.
Creating a Reason
Users can create "Reasons" to track a particular rejection involved in the clause, template, attributes, and so on.
To create a reason:
1. Click the "Configure" navigation menu on the top and click "Reasons" under it. The "Reasons" index page opens.
2. Click "Create" in the far top-right corner in the title bar. The "Create Reason" page opens with two numbered tabs.
3. Enter the reason code in the "Code" field on the "Details" tab.
4. Enter the reason heading in the "Heading" field.
4. Click "Next". The "Verify" page opens. Alternatively, you can click the number of the tab on the top in the numbered navigation bar to open the next page.
5. Verify the entered details and click "Create" to save the data or "Discard" to discard the data. The "Reason" is created.
Editing a Reason
Users can edit the existing Reasons involved in rejecting a clause, template, attribute and so on.
To edit a reason:
1. Navigate to the "Reasons" index page.
2. Click the "View Details" eye icon next for the "Reason" you want to open. For example, Legal Approval Required. The Reasons Details page opens.
3. Click Edit. The Edit Reason page opens.
5. Modify the fields as required on the Details tab.
6. Click Next. The Verify tab opens.
7. Verify the entered details and click Update. The Reason is updated.
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 |
