Publish a Contract Type

A Contract Type structure can be used to create Clauses, Templates and Agreements after it is published. It is then approved and published by the primary owner.

To publish a Contract Type:

1. Click the "Configure" tile. The different configuration options are displayed on the Configure tile sub-menu.

2. Click "Contract Types" from the Configure tile sub-menu.

3. Search for an approved Contract Type that you want to publish, and then click the View Record eye icon to view the Contract Type details.

Note: Refer to the Using ICI Advanced Search Quick Reference Card to search for Contract Types on the "Configuration" page. You can also create a Contract Type saved search on the Advanced Search page.

4. Click "Configure" tile and click the tile option "Publish" on the Contract Type Details page.

A pop-up message is displayed when you click "Publish" letting you know that the system takes time to publish the Contract Type, and it takes a while before you see it in ICI.

The success message appears after the Contract Type is published and is now available for creating Clauses, Templates, and Agreements.

Pre-Publish Checker Tool  

ICI provides an Administrator tool for users to analyze all the checkpoints which could result in ICI downtime and provides failure information to the configurators. The Pre-Publish checker tool is available to the Administrator only.

To run a Pre-Publish Checker Tool:

1.    Click "Configure" tile and click the tile option "Publish" on the Contract Type Details page.. The Please Confirm window opens indicating that this is a heavy operation and can potentially affect overall application performance and the user is advised to perform the action during off-peak hours or maintenance window.

3.    Click "Yes". The PrePublish Checklist page opens displaying the various Pre-Publish checkpoints results.

For example, if there is no Contract Type to be published, the status for the Checklist Item There are approved contract type to be published is displayed as No Contract types to be published and the X (cross) icon.

4.    If none of the checklist items are affecting the publishing process, the Information window opens indicating that Contract Type publish is in progress.

5.    Click "Ok". The Contract Type is published.

 

 

 

Related Topics: Create_a_Contract_Type  |  Contract_Types