Reasons - Revision history

IDT-1 at 10:23, 9 June 2022

2022-06-09T10:23:40Z

WikiSysop at 16:46, 23 December 2021

2021-12-23T16:46:14Z

Shefali DK at 08:40, 20 December 2021

2021-12-20T08:40:32Z

Shefali DK at 08:39, 20 December 2021

2021-12-20T08:39:50Z

Shefali DK at 08:38, 20 December 2021

2021-12-20T08:38:57Z

Shefali DK at 08:04, 20 December 2021

2021-12-20T08:04:09Z

Shefali DK at 08:02, 20 December 2021

2021-12-20T08:02:52Z

Shefali DK at 17:39, 19 December 2021

2021-12-19T17:39:09Z

WikiSysop at 14:48, 16 December 2021

2021-12-16T14:48:44Z

Shefali DK at 09:11, 7 December 2021

2021-12-07T09:11:26Z

@@ Line 22: / Line 22: @@
 .&nbsp;'''Click '''"Next". The "Verify" page opens. Alternatively, you can click the number of the tab on the top in the numbered navigation bar to open the next page.<br/> 5.&nbsp;'''Verify '''the entered details and '''click '''"Create" to save the data or "Discard" to discard the data. The "Reason"&nbsp;is created.
 <div class="image-green-border">'''&nbsp;[[File:8.0-Reasons-Create-page-Verify.png|480px|8.0-Reasons-Create-page-Verify.png]]'''</div>
 == Editing a Reason ==
@@ Line 36: / Line 37: @@
 &nbsp;
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]]&nbsp;| [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;
+'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]]&nbsp;| [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;

@@ Line 9: / Line 9: @@
 To search for a reason:<br/> 1.&nbsp;'''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it.&nbsp;
-<div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px|8.0-Reasons-1-Index-page.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4. '''Click '''"More Options" and '''enter'''''<b>&nbsp;</b>''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.&nbsp;</div> <div class="image-green-border">5. '''Click '''"Clear All" to clear all search keywords.</div> <div class="image-green-border">''[[File:8.0-Reasons-2-Index-page-search.png|220px|8.0-Reasons-2-Index-page-search.png]]''</div>
+<div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px|8.0-Reasons-1-Index-page.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4. '''Click '''"More Options" and '''enter'''''<b>&nbsp;</b>''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.&nbsp;</div> <div class="image-green-border">5. '''Click '''"Clear All" to clear all search keywords.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:8.0-Reasons-2-Index-page-search.png|220px|8.0-Reasons-2-Index-page-search.png]]''</div>
 Alternatively, type the keywords in the "Refine Search here"''&nbsp;''field. A list of relevant reasons is displayed.
@@ Line 19: / Line 19: @@
 <div class="image-green-border">[[File:8.0-Reasons-Create-page-Highlighted.png|720px|8.0-Reasons-Create-page-Highlighted.png]]</div>
 '''2. Click '''"Create" in the far top-right corner in the title bar. The "Create Reason" page opens with two numbered tabs.<br/> 3.&nbsp;'''Enter '''the reason code in the "Code" field on the "Details" tab''.&nbsp;''<br/> 4.''&nbsp;'''''Enter&nbsp;'''the reason heading in the "Heading" field.''&nbsp;''
-<div class="image-green-border">'''[[File:8.0-Reasons-Create-page.png|520px|8.0-Reasons-Create-page.png]]'''</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">'''[[File:8.0-Reasons-Create-page.png|480px|8.0-Reasons-Create-page.png]]'''</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Click '''"Next". The "Verify" page opens. Alternatively, you can click the number of the tab on the top in the numbered navigation bar to open the next page.<br/> 5.&nbsp;'''Verify '''the entered details and '''click '''"Create" to save the data or "Discard" to discard the data. The "Reason"&nbsp;is created.
-<div class="image-green-border">'''&nbsp;[[File:8.0-Reasons-Create-page-Verify.png|520px|8.0-Reasons-Create-page-Verify.png]]'''</div>
+<div class="image-green-border">'''&nbsp;[[File:8.0-Reasons-Create-page-Verify.png|480px|8.0-Reasons-Create-page-Verify.png]]'''</div>
 == Editing a Reason ==
@@ Line 31: / Line 31: @@
 <div class="image-green-border">[[File:8.0-Reasons-Edit-page-Highlighted.png|720px|8.0-Reasons-Edit-page-Highlighted.png]]</div>
 .&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.
-<div class="image-green-border">[[File:8.0-Reasons-Edit-page-Verify.png|520px|8.0-Reasons-Edit-page-Verify.png]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Reasons-Edit-page-Verify.png|420px|8.0-Reasons-Edit-page-Verify.png]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;

@@ Line 11: / Line 11: @@
 <div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px|8.0-Reasons-1-Index-page.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4. '''Click '''"More Options" and '''enter'''''<b>&nbsp;</b>''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.&nbsp;</div> <div class="image-green-border">5. '''Click '''"Clear All" to clear all search keywords.</div> <div class="image-green-border">''[[File:8.0-Reasons-2-Index-page-search.png|220px|8.0-Reasons-2-Index-page-search.png]]''</div>
 Alternatively, type the keywords in the "Refine Search here"''&nbsp;''field. A list of relevant reasons is displayed.
 == Creating&nbsp;a Reason ==
@@ Line 26: / Line 22: @@
 .&nbsp;'''Click '''"Next". The "Verify" page opens. Alternatively, you can click the number of the tab on the top in the numbered navigation bar to open the next page.<br/> 5.&nbsp;'''Verify '''the entered details and '''click '''"Create" to save the data or "Discard" to discard the data. The "Reason"&nbsp;is created.
 <div class="image-green-border">'''&nbsp;[[File:8.0-Reasons-Create-page-Verify.png|520px|8.0-Reasons-Create-page-Verify.png]]'''</div>
 == Editing a Reason ==
@@ Line 37: / Line 31: @@
 <div class="image-green-border">[[File:8.0-Reasons-Edit-page-Highlighted.png|720px|8.0-Reasons-Edit-page-Highlighted.png]]</div>
 .&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.
-<div class="image-green-border">[[File:8.0-Reasons-Edit-page-Verify.png|520px|8.0-Reasons-Edit-page-Verify.png]]<br/> &nbsp;</div>
+<div class="image-green-border">[[File:8.0-Reasons-Edit-page-Verify.png|520px|8.0-Reasons-Edit-page-Verify.png]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;

@@ Line 3: / Line 3: @@
 When you send an Agreement or Contract Type, Template or Clause, and so on&nbsp;for approval, the approver can reject it for various reasons.&nbsp;&nbsp;From this page, users can add the reason codes for rejection, search and modify the existing ones in the system.
 == Searching&nbsp;a Reason ==
@@ Line 12: / Line 9: @@
 To search for a reason:<br/> 1.&nbsp;'''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it.&nbsp;
-<div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px|8.0-Reasons-1-Index-page.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4. '''Click '''"More Options" and '''e'''''''''nter'''&nbsp;'''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.&nbsp;</div> <div class="image-green-border">5. '''Click '''"Clear All" to clear all search keywords.</div> <div class="image-green-border">[[File:8.0-Reasons-2-Index-page-search.png|220px]]</div>
+<div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px|8.0-Reasons-1-Index-page.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4. '''Click '''"More Options" and '''enter'''''<b>&nbsp;</b>''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.&nbsp;</div> <div class="image-green-border">5. '''Click '''"Clear All" to clear all search keywords.</div> <div class="image-green-border">''[[File:8.0-Reasons-2-Index-page-search.png|220px|8.0-Reasons-2-Index-page-search.png]]''</div>
 Alternatively, type the keywords in the "Refine Search here"''&nbsp;''field. A list of relevant reasons is displayed.

@@ Line 5: / Line 5: @@
 &nbsp;
 == Searching&nbsp;a Reason ==
@@ Line 11: / Line 12: @@
 To search for a reason:<br/> 1.&nbsp;'''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it.&nbsp;
-<div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;as a search parameter in the "Categories" drop-down in the left collapsible "Refine View" used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4.&nbsp;'''Enter&nbsp;'''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.</div> <div class="image-green-border">[[File:8.0-Reasons-Create-page-search-highlighted.png|720px|8.0-Reasons-Create-page-search-highlighted.png]]</div>
+<div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px|8.0-Reasons-1-Index-page.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4. '''Click '''"More Options" and '''e'''''''''nter'''&nbsp;'''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.&nbsp;</div> <div class="image-green-border">5. '''Click '''"Clear All" to clear all search keywords.</div> <div class="image-green-border">[[File:8.0-Reasons-2-Index-page-search.png|220px]]</div>
 Alternatively, type the keywords in the "Refine Search here"''&nbsp;''field. A list of relevant reasons is displayed.

← Older revision		Revision as of 17:39, 19 December 2021
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		+

	== Creating a Reason ==		== Creating a Reason ==

@@ Line 2: / Line 2: @@
 = Reasons =
-When you send an Agreement or Contract Type for approval, the approver can reject it for various reasons.&nbsp;&nbsp;From this page, users can add the reason codes for rejection, search and modify the existing ones in the system.
+When you send an Agreement or Contract Type, Template or Clause, and so on&nbsp;for approval, the approver can reject it for various reasons.&nbsp;&nbsp;From this page, users can add the reason codes for rejection, search and modify the existing ones in the system.
 &nbsp;
 == Searching&nbsp;a Reason ==
@@ Line 35: / Line 32: @@
 &nbsp;
+&nbsp;
 == Editing a Reason ==