Trigger Notification

2016-08-31T05:41:39Z

123.201.100.25:

[[ICM Help|Home]] > [[Agreements]] > 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 Notifications 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 ICM Dashboard, click '''Agreement Management'''. 
2. On the '''Agreement Management''' page, click '''Create Agreement'''. 
3. The '''Create Agreement''' page consists of four tabs. 

A. Contract Type Details 
B. Attributes 
C. Select Template 
D. Verify 

A.'''Contract Type Details'''
{| class="wikitable"
|- style="vertical-align:top;"
!style="height:10px; width:200px; text-align:left;" | '''Field'''
!style="height:10px; width:300px; text-align:left;" | '''Action'''

|- style="horizontal-align:top;"
|style="height:10px; width:200px; text-align:left;" | Category
|style="height:10px; width:300px; text-align:left;" | Select relevant category
|- style="horizontal-align:top;"
|style="height:10px; width:200px; text-align:left;" | Contract Type Name
|style="height:10px; width:300px; text-align:left;" | Select appropriate contract type name

|- style="horizontal-align:top;"
|style="height:10px; width:200px; text-align:left;" | Type Of Paper
|style="height:10px; width:300px; text-align:left;" | Select appropriate type of paper
|}
{| class="wikitable" |-style="horizontal:align-top;"
|'''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. 
- 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. 
|}

B. '''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'''.

C. '''Select Template''' 
Select the appropriate template from the available list.

D. '''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 Team'''page, click along '''Add'''. 
3.On the '''Add User''' page, select the appropriate user and the role of the user. 
3.Select the '''Send Notification''' checkbox to send the notification to the user you added.

'''Note''': You can select the '''Send Notification''' checkbox to send notification to the user you may have removed.

ICIHelp8.2 - User contributions [en]

Trigger Notification