From ICIHelp8.1
Jump to: navigation, search
Line 1: Line 1:
  
 
= Reasons =
 
= Reasons =
 +
 +
Users can reject an agreement or contract type sent to them for their approval 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 ==
 
== 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 ICI, you can use various options given below, including the dynamic search feature, to find the desired reason.<br/> <br/> To search a reason:
+
In ICI, you can search 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 provided its translated value is added in the system through ''Translations Editor'' or database upload.
  
−
1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.
+
To search a reason:<br/> 1.&nbsp; &nbsp;'''Click '''the ''User Administration ''> ''Reasons ''> ''Reasons ''tile on the ''Home ''page. The ''Reasons ''index page opens.<br/> 2.&nbsp;&nbsp;'''Select '''the ''Reason Code ''as search parameter in the ''Categories ''drop-down. A list of all reason codes is displayed in a ''Search Reason Code'' field.<br/> 3.&nbsp;&nbsp;'''Select '''the checkbox next to the desired reason code values. All matching records will be displayed. For example, ''Legal Approval Required ''and&nbsp;''Date Changes Required''.<br/> 4.&nbsp;&nbsp;'''Enter '''specific value in the ''Custom keyword ''field and click ''Apply ''to filter your search further. For example, ''Legal''. Only ''Reason Codes'' containing Legal keyword are displayed.
  
−
2. Search for a particular currency by using any of the following options:
+
[[File:Reasons Wiki page 1.1.png|720px|Reasons Wiki page 1.1.png]]
  
−
*'''Click''' the ''Select Field'' list under ''Search For'', and then select appropriate item. Refer to the area highlighted in the image below.<br/> 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.
+
Alternatively, type the keywords in the ''Refine Search here&nbsp;''field. A list of relevant reasons is displayed.
−
*'''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''.<br/> While entering a custom keyword, follow the guidelines as shown in the image below.
+
−
 
+
−
Alternatively, '''type''' the keywords in the ''Refine Search here''&nbsp;field.&nbsp;A list of relevant reasons is displayed.
+
−
<div class="image-green-border">[[File:Searching a reason 7.8 gr actions.png|720px|RTENOTITLE]]</div>
+
−
'''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.<br/> It shows existing reasons that include the exact search term.
+
−
|-
+
−
| *...*
+
−
| '''Type''' the search term in star characters.<br/> It shows existing currencies that include the exact search term.
+
−
|-
+
−
| *...
+
−
| Add a Prefix * to the search term.<br/> It shows existing reasons that end with this term.
+
−
|-
+
−
| ...*
+
−
| Add a Suffix * to the search term.<br/> 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'''&nbsp;the ''Add to Favorites'' icon&nbsp;to mark the search term as favorite.
+
−
*You can find your marked favorites below the tiles.  
+
  
 
== Creating&nbsp;a Reason ==
 
== Creating&nbsp;a Reason ==
  
−
ICI allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.
+
Users can create ''Reasons ''to track a particular rejection involved in clause, template, attributes and so on.
  
−
To create a reason:
+
To create a reason:<br/> 1.&nbsp; '''Click '''''User Administration'' > ''Reasons ''> ''Create Reason'' on the ''Home ''page. The ''Create Reason'' page opens.<br/> 2.&nbsp; '''Enter '''the reason code in the ''Code ''field on the ''Details ''tab.&nbsp;<br/> 3.&nbsp; '''Enter '''the reason heading in the ''Heading ''field on the ''Details ''tab.&nbsp;
  
−
1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page opens.
+
[[File:Reasons Wiki page 2.png|720px|Reasons Wiki page 2.png]]
  
−
2. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page opens.
+
4.&nbsp; '''Click '''''Next''. The ''Verify ''page opens.<br/> 5.&nbsp; '''Verify '''the entered details and click ''Save''. The ''Reason''&nbsp;is created.
  
−
=== <font size="3">Details</font> ===
+
[[File:Reasons Wiki page 3.png|720px|Reasons Wiki page 3.png]]
  
−
1. Provide appropriate details as follows in the ''Details'' tab.
 
−
 
−
*'''Type''' an appropriate ''code for the reason'''''&nbsp;'''In the ''Code'' box.
 
−
*'''Type''' the ''appropriate details for the reason'''''&nbsp;'''in the ''Heading'' box,.
 
−
<div class="image-green-border">[[File:Create a Reason 7.8.PNG|RTENOTITLE]]</div>
 
−
2. '''Click '''''Next ''go to the ''Verify ''tab.
 
−
 
−
&nbsp;
 
−
 
−
=== <font size="3">Verify</font> ===
 
−
 
−
1. In the ''Verify ''tab, verify the information.
 
−
 
−
2.&nbsp;'''Click''' ''Save ''to save the newly created reason.
 
−
<div class="image-green-border">[[File:Create a reason verify tab 7.8.PNG|560px|RTENOTITLE]]</div>
 
 
== Editing a Reason ==
 
== Editing a Reason ==
  
−
With ICI, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.
+
Users can edit the existing Reasons involved in rejecting a clause, template, attribute 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'''&nbsp;the ''View Record'' icon&nbsp;next to the appropriate reason. The ''Reasons Details'' page opens.
+
To edit a reason:<br/> 1.&nbsp; '''Click '''''User Administration ''> ''Reasons ''> ''Reason ''on the ''Home ''page. The ''Reasons ''index page opens.<br/> 2.&nbsp; '''Click '''the ''View Record'' icon next to ''Reason ''you want to open. For example, ''Legal Approval Required''. The ''Reasons Details ''page opens.
  
−
3. '''Click''' ''Edit'' button. The ''Edit Reason&nbsp;''page opens'''.'''
+
[[File:Reasons Wiki page 4.png|720px|Reasons Wiki page 4.png]]
  
−
4. In the ''Details'' tab, update appropriate information as follows
+
3.&nbsp; '''Click '''''Edit''. The ''Edit Reason ''page opens.
−
<div class="image-green-border">[[File:Edit reason 7.8.PNG|560px|RTENOTITLE]]</div>
+
−
5. In the ''Code'' box, '''type''' the appropriate code for the reason.
+
  
−
6. In the ''Heading'' box, '''type''' the appropriate details for the reason.
+
[[File:Reasons Wiki page 5.png|720px|Reasons Wiki page 5.png]]
  
−
7. '''Click''' ''Next'' to go the ''Verify'' tab. Verify the details.&nbsp;
+
5.&nbsp;&nbsp;'''Modify '''the fields as required on the ''Details ''tab.<br/> 6.&nbsp;&nbsp;'''Click '''''Next''. The ''Verify'' tab opens.<br/> 7.&nbsp;&nbsp;'''Verify '''the entered details and click ''Update''. The ''Reason ''is updated.
  
−
8.'''&nbsp;Click''' ''Update'' to update the reason.&nbsp;The updated content is displayed on the ''Reasons ''page.
+
[[File:Reasons Wiki page 6.png|720px|Reasons Wiki page 6.png]]<br/> &nbsp;
−
<div class="image-green-border">[[File:Edit reason Update button 7.8.PNG|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>  
+
−
&nbsp;
+
  
 
&nbsp;
 
&nbsp;

Revision as of 12:55, 12 November 2020

Reasons

Users can reject an agreement or contract type sent to them for their approval 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 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 provided its translated value is added in the system through Translations Editor or database upload.

To search a reason:
1.   Click the User Administration > Reasons > Reasons tile on the Home page. The Reasons index page opens.
2.  Select the Reason Code as search parameter in the Categories drop-down. A list of all reason codes is displayed in a Search Reason Code field.
3.  Select the checkbox next to the desired reason code values. All matching records will be displayed. For example, Legal Approval Required and Date Changes Required.
4.  Enter specific value in the Custom keyword field and click Apply to filter your search further. For example, Legal. Only Reason Codes containing Legal keyword are displayed.

Reasons Wiki page 1.1.png

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 clause, template, attributes and so on.

To create a reason:
1.  Click User Administration > Reasons > Create Reason on the Home page. The Create Reason page opens.
2.  Enter the reason code in the Code field on the Details tab. 
3.  Enter the reason heading in the Heading field on the Details tab. 

Reasons Wiki page 2.png

4.  Click Next. The Verify page opens.
5.  Verify the entered details and click Save. The Reason is created.

Reasons Wiki page 3.png

Editing a Reason

Users can edit the existing Reasons involved in rejecting a clause, template, attribute and so on.

To edit a reason:
1.  Click User Administration > Reasons > Reason on the Home page. The Reasons index page opens.
2.  Click the View Record icon next to Reason you want to open. For example, Legal Approval Required. The Reasons Details page opens.

Reasons Wiki page 4.png

3.  Click Edit. The Edit Reason page opens.

Reasons Wiki page 5.png

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.

Reasons Wiki page 6.png
 

 

 

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 |

Retrieved from "https://iciwikiapac.icertis.com:443/ICIHelp8.1/index.php?title=Reasons&oldid=15528"