Home[edit]






= Home =

The Home page is always the first screen you see when you log on to ICI. It presents a snapshot of your tasks and let you access various features of ICI&nbsp;that you have the privileges for.&nbsp;

The dashboard layout provides&nbsp;a comprehensive look of business information on the Home page. This has improved the user experience and usability especially around complex navigation and performing multiple clicks to achieve a seemingly simple task. Users are able to view recent activities, saved search, notifications upfront on the dashboard in addition to their list of tasks and KPIs/reports.
<div class="image-green-border">[[File:Home-1.PNG|720px|Home-1.PNG]]</div> 
From the Home page you can:

*'''Launch '''a feature you have access to by clicking on any of the Feature tiles. 
*'''Go '''to the ''Details'' page of a specific entity directly. Typing&nbsp;the first few letters of the entity name in the ''Search'' bar displays matching results in a chronological&nbsp;order. '''Click '''the required entity to view its ''Details'' page or navigate to the ''Advanced Search'' page by clicking the ''View all ''link. 
*'''Refresh '''the Home page to ensure you have the most current view. The time the Home page was last refreshed is shown above the KPI tiles and is based on the time zone you have set in Preferences. See Navigating in ICI&nbsp;for details on setting preferences. 
*'''Select''' the Home page tiles&nbsp;you would like to add and remove from the Home page. You can drag the tiles around to change their position. The ''Tasks'' tile is available by default and it can neither be moved nor deleted. Tasks are specific actions that the logged in user needs to perform. These actions taken depend on the role of the user, type of task it is and the state the record is in.&nbsp; 
<div class="image-green-border">&nbsp;</div> 
=== Editing Home page tiles ===

The Home page&nbsp;tiles show entities that are in various stages, for example, Templates and Clauses pending approval, Agreements pending execution or expiring in the next 90 days.

A saved search with Home page tile option selected, can be added on the&nbsp;Home page as a tile. Refer to Advanced Search for details on saving a search.

To select the tiles that should be displayed on the Home page:

1.&nbsp;'''Click '''''Edit Dashbaord'''''&nbsp;'''&nbsp;to customize the Home page tiles as per your requirement.&nbsp;
<div class="image-green-border">[[File:Home-2.PNG|720px|Home-2.PNG]]</div> 
2.&nbsp;'''Add '''a new Home page tile by selecting it from the drop-down&nbsp;list and move it to the&nbsp;''Drag and Drop Here'''''&nbsp;'''box.The records that are shown in the list are marked as Home page tiles in your saved searches.

3.&nbsp;'''Remove''' an existing Home page tile by clicking on the cross button.

4. '''Click&nbsp;'''''<b>Save</b> ''or ''Cancel'':

*'''Click''' the ''Save'' [[File:Home-3.PNG|60px|Home-3.PNG]]&nbsp;icon to reflect the changes made on the Home page. 
*'''Click''' the ''Cancel'' [[File:Home-4.PNG|60px|Cancel icon]] icon to exit to the Home page without saving. 

=== User Tasks ===

The ''Tasks'' tile on the Home page allows you to:

*Ease of access to task level data by filtering and sorting it 
*Driving tasks to timely closure 
*Improved user experience for better understanding of the task level data 
<div class="image-green-border">[[File:Home-5.PNG|820px|Home-5.PNG]]</div> 
In ICI, tasks are generated for:&nbsp;

*Approval 
*Deviation Approval 
*Internal Signature 
*External Signature 
*Internal Review 
*External Review 
*Contract Request Submitted 

The Administrator configures the SLA for the following actions based on the Contract Type.

The following columns are displayed&nbsp;:

*Task (for example, Approval, External Signature) 
*Entity Name 
*Entity Code 
*Entity Type 
*Due By 
*Primary Owner 
*Task Created On 
*Entity Created On 

You can navigate to the Entity by clicking the Task. Each of the columns can be filtered and sorted.

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== Widget-based Home page ==

&nbsp;
<div class="image-green-border">[[File:Home-6.PNG|720px|Home-6.PNG]]</div> 
The widget-based Dashboard offers the following widgets:

#'''Performance Metric:''' displays all the KPIs to which the user has access. These include Saved Search KPIs and Report KPIs. 
#'''My Tasks:''' displays a list of tasks assigned to the user. The total number of tasks is displayed at the top of the widget, followed by the task link and the date on which each task was received. 
#'''Notification:''' displays notifications in the descending order of the date and time in which they have been received. Clicking a notification navigates the user to the ''Notifications'' page. 
#'''My Recent Activities:''' displays a list of the latest activities performed by the user on Agreements, Contract Requests and Clauses. The activities are displayed in the descending order (latest first, oldest last). 
#'''Saved Search:''' displays the searches saved on the ''Search'' page. 

Default ''Dashboard'' settings will depend on the settings implemented in your organization.

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=== Adding a widget to the Home page ===

To add a widget to the Home page:

#'''Click''' the ''Edit Dashboard'' button on the right-hand side of the page. The ''Dashboard'' switches to edit mode. 
<div class="image-green-border">[[File:Home-8.png|720px|Home-8.png]]</div> <ol start="2">
<li>'''Click''' the ''Add Widget'' button. The ''Add Widgets to Dashboard'' window opens.</li>
</ol>
<ol start="3">
<li>From the list of widgets, '''select''' the one you want to add to the ''Dashboard''. For example, ''All Agreements, All Contract Requests, Approved Sales Orders''. A green tick appears next to the selected list items.</li>
</ol>
<div class="note-box">'''Note:''' 10 widgets can be added. In the example, as we have selected 5 widgets, the ''5 More widget(s) can be added'' message is being displayed. If 10 widgets were added, then the ''No more widgets can be added'' message is displayed.</div> <ol start="4">
<li>'''Click''' the ''Add'' button. The added widgets appears on the Home page.</li>
</ol>
<div class="image-green-border">[[File:Home-9.png|720px|Home-9.png]]</div> <ol start="5">
<li>'''Select''' a size of the widget with the help of resizing button present at the right side bottom of the widget.</li>
</ol>
<div class="image-green-border">[[File:Home-10.png|520px|Home-10.png]]</div> 
You can change the sequence of the widgets by dragging the tiles around to change their position on the Home page based on your requirement.

To remove a widget, '''click''' the X icon of that widget. The removed widget no longer appears on the Home page''.''

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=== Dashboard Smartlinks ===

Following enhancements have been made to Dashboard widget and tile.&nbsp;&nbsp;

*All smart links with below properties will be available to add as a widget: 
**Global Search is enabled. 
**Show on left pane option is enabled. 
**Linked entity same as dashboard entity.   

'''Note''': The smart link widgets are not displayed for the main dashboard.

*Users can view the smart links as part of the dashboard widget.&nbsp; 
*Users can view smart link data as part of dashboard as per the privileges assigned to the logged in user. If the Show on left pane option for smart link is not enabled, users will not be able to access the widget. 
*The widget title of smart links contains the following options. 
**Name: It is the name of saved search 
**Count: It is the number of total records available for the smart link.   

'''Note:''' In case user is not authorized&nbsp;for the&nbsp;smart link,&nbsp;the ‘Access Denied’ message will be shown

*Users can convert the smart link widget to a KPI tile. 
*The “View More” link is available on smart link widget in the footer.&nbsp; 
*The number of rows and columns will be displayed based on widget’s size. 
<div class="image-green-border">[[File:Home-11.png|520px|Home-11.png]]</div> 
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=== Dashboard Smartlinks ===

Saved Search widget is displayed after clicking the “Add Widget” button when editing the dashboard.&nbsp;

Users can now have the saved search widgets displayed either as a tile with the computation configured on saved search like standard layout in classic view or in the view with list of records qualified in the saved search like widget layout in classic view.&nbsp;

Users can now view the saved search data as part of dashboard saved search widget.

'''Saved Search with Security Group'''

'''[[File:Home SL-1.PNG|520px|Home SL-1.PNG]]'''

'''Saved Search without Security Group'''

'''[[File:Home SL-2.PNG|520px|Home SL-2.PNG]]'''

'''Saved Search with Organization Group access'''

'''[[File:Home SL-3.PNG|520px|Home SL-3.PNG]]'''

Users can now view saved search data as part of dashboard saved search widget irrespective of KPI privileges.

[[File:Home SL-4.PNG|520px|Home SL-4.PNG]]

*The widget title contains the following options. 
**Name: It is the name of the saved search. 
**Count: It is the number of total records available for the smart link. 
**KPI: Are the key performance indicators created by the users.   
*The widget title will be truncated based on the size of the widget, but the tool tip contains the complete information about the widget. 
*The “View More” option is now displayed in the widget footer. Clicking this link navigates the user to the advanced search page by selecting the saved search data automatically. 
<div class="image-green-border">[[File:Home SL-5.png|520px|Home SL-5.png]]</div> 
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'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] |&nbsp;[[Clause_Management|Clause Management]] | [[Configuration|Configuration]]&nbsp;|&nbsp;[[Reports|Reports]] |&nbsp;[[Advanced_Analytics|Advanced Analytics]]| &nbsp;[[User_Administration|User Administration]]&nbsp;|&nbsp;[[ICI_Tools|ICI_Tools]] | [[Icertis_Business_Apps|Icertis_Business_Apps]] | [[AI_Apps|AI Apps]]&nbsp;| [[ICI_Add-ins|ICI_Add-ins]] | [[Integrations|Integrations]] | [[ICI_Mobile_App|ICI_Mobile_App]] | [[ICI_BOT|ICI_BOT]] | [[Release_Notes|Release_Notes]] |&nbsp;[[Using_Advanced_Search|Advanced Search]] |&nbsp;[[Agreement_Details_Page|Agreement Details]]&nbsp;| [[Notifications_Dashboard|Notifications]] |&nbsp;&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;|