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<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">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, | + | <font face="Segoe UI">'''To create an agreement''':<br/> 1. On the ICI Dashboard, '''click the '''"Agreements" navigation menu or tile on the top. The "Agreements" index page opens.<br/> 2. C'''lick '''"Create'''" '''on the "Agreements" index page.<br/> 3. The '''Create Agreement''' page consists of four tabs.</font> |
*<font face="Segoe UI">Contract Type Details</font> | *<font face="Segoe UI">Contract Type Details</font> | ||
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| <font face="Segoe UI">'''Note:''' Depending on the type of paper you select, tabs appear differently: </font> | | <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">- 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> | ||
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| − | <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">'''Attributes'''<br/> The fields that appear in the '''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">'''Select Template'''<br/> Select the appropriate template from the available list.</font> | ||
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:*<font face="Segoe UI">'''Create''': Click this button to create the agreement.</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 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">'''Create and Send for Approval''': Click this button to create and send the agreement for approval.</font> |
| + | :*'''<font face="Segoe UI">Discard:</font>'''<font face="Segoe UI">Click this to discard the agreement creation.</font> | ||
<font face="Segoe UI">Let us understand how to '''Trigger''' a notification.</font> | <font face="Segoe UI">Let us understand how to '''Trigger''' a notification.</font> | ||
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<font face="Segoe UI">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 | + | <font face="Segoe UI">1. On the '''Agreement Details''' page, in the left pane, click '''Team'''.<br/> 2. On the '''Agreement Team'''page, click '''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" | {| class="wikitable" | ||
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| − | | <font face="Segoe UI">'''Note''': You can select the '''Send Notification''' check box to send notification to the user you may have removed.</font> | + | | <font face="Segoe UI">'''Note''': You can select the '''Send Notification''' check box to send a notification to the user you may have removed.</font> |
|} | |} | ||
Revision as of 18:34, 29 November 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 the "Agreements" navigation menu or tile on the top. The "Agreements" index page opens.
2. Click "Create" on the "Agreements" index page.
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 the 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.
- Discard:Click this to discard the agreement creation.
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 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 a notification to the user you may have removed. |
