Basic Set Up - Revision history

Shefali DK at 17:48, 17 January 2022

2022-01-17T17:48:29Z

Shefali DK at 17:43, 17 January 2022

2022-01-17T17:43:27Z

Shefali DK at 17:25, 17 January 2022

2022-01-17T17:25:29Z

Shefali DK at 16:58, 17 January 2022

2022-01-17T16:58:40Z

Shefali DK at 16:56, 17 January 2022

2022-01-17T16:56:36Z

Shefali DK at 16:48, 17 January 2022

2022-01-17T16:48:13Z

Shefali DK at 16:42, 17 January 2022

2022-01-17T16:42:49Z

Shefali DK at 15:54, 17 January 2022

2022-01-17T15:54:09Z

Shefali DK at 07:49, 15 January 2022

2022-01-15T07:49:27Z

Shefali DK at 07:44, 15 January 2022

2022-01-15T07:44:21Z

@@ Line 203: / Line 203: @@
 *.ZIP
 *.XLSM
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 '''. Click'''&nbsp;"About" on the lower-left corner of the ICI&nbsp;page.
-<div class="image-green-border">[[File:8.0-Basic-setup-About.PNG|720px|8.0-Basic-setup-About.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Basic Set Up-About0.PNG|720px]]</div>
 The&nbsp; drawer&nbsp;with two tabs displays the following information&nbsp;:
@@ Line 227: / Line 228: @@
 The Browser Compatibility tab'''&nbsp;'''displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.
-</div> <div class="image-green-border">[[File:8.0-Basic Set Up-About2.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+</div> <div class="image-green-border">[[File:8.0-Basic Set Up-About2.PNG|720px|8.0-Basic Set Up-About2.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Log-off from ICI ==

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 .&nbsp;'''Click '''"Save" to save your settings.
 </div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences1.PNG|720px|8.0-Basic Set Up-Preferences1.PNG]]</div>
 == Out-of-office Tasks Setup - Auto Delegation ==
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 To delegate your tasks to another user for the desired period:
-. '''Select'''&nbsp;the dates on which you want to start and end the delegation in the "Time Period" fields. For example, from December 1, 2021, to December 24, 2021.
+. '''Select'''&nbsp;the dates on which you want to start and end the delegation in the "Time Period" fields.&nbsp;
 The current date is selected by default in the from date field. Also, you cannot select the past date in&nbsp;"Time Period".
-<div class="image-green-border">[[File:8.0-Basic Set Up-Preferences3.PNG|720px|8.0-Basic Set Up-Preferences3.PNG]]</div>
 . '''Click''' the "Add User"&nbsp;icon to select a user to whom you want to delegate the tasks in the "Delegate To User" field. The "Select&nbsp;User" drawer opens displaying all provisioned users.
-. '''Select''' a user and '''click "'''Add". For example, John.
+. '''Select''' a user and '''click "'''Add". For example, AE User10.
 The delegation will be set up for user John; however, if John is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain.
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences4.1.PNG|720px]]</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences4.1.PNG|720px|8.0-Basic Set Up-Preferences4.1.PNG]]</div>
-. '''Select''' the desired&nbsp;"Delegation Condition" based on which the tasks would be delegated to the selected user. For example, "All Agreements".
+&nbsp;
 . '''Click'''&nbsp;"Delegate". The Auto Delegation is set up.&nbsp;
 <div class="image-green-border">The set delegation will take effect when the Delegation Conditions are satisfied.</div>
-For example, All the agreements of&nbsp;the logged-in user who has set up the delegation, those agreements will be delegated to John for the Time Period starting from 21<sup>st</sup>&nbsp;December&nbsp;to 24<sup>th</sup>&nbsp;December&nbsp;2021.
+For example, All the agreements of&nbsp;the logged-in user who has set up the delegation, those agreements will be delegated to "AE User10" for the mentioned Time Period.
 The Delegation table shows all currently active delegations for the logged-in user on the "Active Delegations" tab.
-<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation1.PNG|720px|8.0-Basic-setup-Auto Delegation1.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation1.PNG|720px]]</div>
 The last 15 expired delegations are displayed under the "Expired Delegations"&nbsp;tab''. ''You can reactivate the expired delegation by editing it from the last column.
 <div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation2.PNG|720px|8.0-Basic-setup-Auto Delegation2.PNG]]</div>
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 You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them.
-.&nbsp;'''Click''' the "Edit" icon corresponding to a Delegation you want to modify in the "Actions" column. For example, Delegation set to John. The details of the selected Delegation will be displayed on the Auto Delegation setting section.
+.&nbsp;'''Click''' the "Edit" icon corresponding to a Delegation you want to modify in the "Actions" column.&nbsp;The details of the selected Delegation will be displayed on the Auto Delegation setting section.
-.&nbsp;'''Make''' the desired changes. For example, change the End Date to December''&nbsp;''27, 2021.
+.&nbsp;'''Make''' the desired changes.&nbsp;
-.&nbsp;'''Click'''&nbsp;"Update". The changes will be saved for the Auto-Delegation.
+.&nbsp;'''Click'''&nbsp;"Update" or "Cancel" to save or discard the changes.&nbsp;&nbsp;
-<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-Edit.PNG|720px|8.0-Basic-setup-Auto Delegation-Edit.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation2.PNG|720px]]</div>
-The updated End Date is now visible on the "Active Delegations" grid:
-<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-Edit1.PNG|720px|8.0-Basic-setup-Auto Delegation-Edit1.PNG]]</div>
 &nbsp;
@@ Line 134: / Line 135: @@
 '''Click''' the "Delete" trash icon&nbsp;in the Actions column of the "Active Delegations" grid corresponding to an Auto Delegation you want to remove. For example, Delegation set to John.
 === Reordering the Auto Delegation Sequence ===
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 <div class="note-box">'''Note:'''&nbsp;You need to add more than one record for the "Reorder Sequence" button to appear with different date ranges and conditions.</div>
 &nbsp;
-<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG|720px|8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG]]</div>
 . '''Reorder''' Auto-Delegations using Up and Down action arrows in the last column corresponding to Delegations.
-<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder.PNG|720px|8.0-Basic Set Up-Auto Delegation-ReOrder.PNG]]</div>
 . '''Click'''&nbsp;"Save" on the drawer. The modified order is saved and Delegations are displayed accordingly on the "Active Delegations" tab.
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The details of the multi-level auto delegations are captured in an audit and you can view the same from the "History" tab under "Show Details" on any of the delegated entity’s Details page.</div> <div class="image-green-border">Refer [[History|History page]] for more details.</div>

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 '''Click''' the "Delete" trash icon&nbsp;in the Actions column of the "Active Delegations" grid corresponding to an Auto Delegation you want to remove. For example, Delegation set to John.
 === Reordering the Auto Delegation Sequence ===
@@ Line 139: / Line 140: @@
 . '''Click&nbsp;'''"Reorder Sequence" on the "Active Delegations" tab. All active Delegations set by a logged-in user will be displayed on a drawer.
-<div class="note-box">'''Note:'''&nbsp;You need to add more than one record for the "Reorder Sequence" button to appear.</div>
+<div class="note-box">'''Note:'''&nbsp;You need to add more than one record for the "Reorder Sequence" button to appear with different date ranges and conditions.</div>
 &nbsp;
-<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-Reorder.PNG|720px|8.0-Basic-setup-Auto Delegation-Reorder.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG|720px]]</div>
-. '''Reorder''' Auto-Delegations using Up and Down action arrows corresponding to Delegations in the last&nbsp;column. For example, move the delegation set of Jacob&nbsp;user up.
+. '''Reorder''' Auto-Delegations using Up and Down action arrows in the last column corresponding to Delegations.
-<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-Reorder1.PNG|720px|8.0-Basic-setup-Auto Delegation-Reorder1.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder.PNG|720px]]</div>
 . '''Click'''&nbsp;"Save" on the drawer. The modified order is saved and Delegations are displayed accordingly on the "Active Delegations" tab.
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The details of the multi-level auto delegations are captured in an audit and you can view the same from the "History" tab under "Show Details" on any of the delegated entity’s Details page.</div> <div class="image-green-border">Refer [[History|History page]] for more details.</div>

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 . '''Click''' the URL provided in your account activation email. At the "Login" page, '''type''' the user name and password you received in the email.
 <div class="image-green-border">2.&nbsp;'''Click'''&nbsp;"Log in".&nbsp;The Dashboard page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The login page'''&nbsp;'''view differs&nbsp;as per the customer.</div>
 == Setting your Preferences ==
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 . '''Click '''"User Settings"&nbsp;on the far-right on the top. A drawer slides out from the right.
-<div class="image-green-border">[[File:8.0-Basic-setup-User-Settings.PNG|720px|8.0-Basic-setup-User-Settings.PNG]]&nbsp;&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''''&nbsp;''"Preferences"''.'''''&nbsp;'''The "My Preferences"&nbsp;drawer&nbsp;opens with three tabs.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Preferences.PNG|720px|8.0-Basic-setup-Preferences.PNG]]</div> <div class="image-green-border">'''''&nbsp;'''''</div>
+<div class="image-green-border">[[File:8.0-Basic-setup-User-Settings.PNG|720px|8.0-Basic-setup-User-Settings.PNG]]&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''''&nbsp;''"Preferences"''.'''''&nbsp;'''The "My Preferences"&nbsp;drawer&nbsp;opens with three tabs.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Preferences.PNG|720px|8.0-Basic-setup-Preferences.PNG]]</div> <div class="image-green-border">'''''&nbsp;'''''</div>
 '''On the "My Details" tab,'''
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 .&nbsp;'''Click '''"Save" to save your settings.
-</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences1.PNG|720px]]</div>
+</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences1.PNG|720px|8.0-Basic Set Up-Preferences1.PNG]]</div>
-−
-−
-−
-−
-−
 == Out-of-office Tasks Setup - Auto Delegation ==

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 .&nbsp;'''Click '''"Save" to save your settings.
 </div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences1.PNG|720px]]</div>
@@ Line 102: / Line 103: @@
 The delegation will be set up for user John; however, if John is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain.
-<div class="image-green-border">&nbsp;[[File:8.0-Basic Set Up-Preferences4.PNG|720px]]&nbsp;</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences4.1.PNG|720px]]</div>
 . '''Select''' the desired&nbsp;"Delegation Condition" based on which the tasks would be delegated to the selected user. For example, "All Agreements".

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 *.ZIP
 *.XLSM
 == ICI Version and Browser Compatibility Information ==
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 The Browser Compatibility tab'''&nbsp;'''displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.
-</div> <div class="image-green-border">[[File:8.0-Basic-setup-UI-Browser-compatibility.PNG|720px|8.0-Basic-setup-UI-Browser-compatibility.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+</div> <div class="image-green-border">[[File:8.0-Basic-setup-UI-Browser-compatibility.PNG|720px|8.0-Basic-setup-UI-Browser-compatibility.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic Set Up-About.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic Set Up-About1.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div>
 == Log-off from ICI ==