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| − | <font face="Segoe UI">[[ICM_Help|Home]] > [[Agreement_Management|Agreement Management]] > Trigger Notification</font>
| + | = Trigger Notification = |
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| − | <font face="Segoe UI">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 Alerts tab.</font>
| + | 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 Alerts tab. |
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| − | <font face="Segoe UI">The Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.</font>
| + | The Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team. |
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| − | <font face="Segoe UI">Before triggering a notification, you need to create an agreement and add members to the agreement team.</font>
| + | Before triggering a notification, you need to create an agreement and add members to the agreement team. |
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| − | <font face="Segoe UI">'''To create an agreement''':<br/> 1. On the ICI Dashboard, '''click '''the "Agreements" navigation menu or tile on the top. The "Agreements" index page opens.</font>
| + | To trigger a notification''':''' |
| − | <div class="image-green-border"><font face="Segoe UI">[[File:8.0-Notifications-Trigger-1.PNG|720px|8.0-Notifications-Trigger-1.PNG]]</font></div>
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| − | <br/> <font face="Segoe UI">2. '''Click''' "Create'''" '''on the "Agreements" index page in the top-right corner.<br/> 3. The Create Agreement page consists of four tabs.</font>
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| − | *<font face="Segoe UI">Contract Type Details</font>
| + | 1. '''Click '''"Agreements" on the main navigation menu on the top. The Agreement index page opens listing all agreements. |
| − | *<font face="Segoe UI">Attributes</font>
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| − | *<font face="Segoe UI">Select Template</font>
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| − | *<font face="Segoe UI">Verify</font>
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| − | <font face="Segoe UI">'''Contract Type Details'''</font>
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| − | {| class="wikitable"
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| − | |- style="vertical-align:top;"
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| − | ! style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">'''Field'''</font>
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| − | ! style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">'''Action'''</font>
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| − | |- style="horizontal-align:top;"
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| − | | style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">Category</font>
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| − | | style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">Select relevant category</font>
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| − | |- style="horizontal-align:top;"
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| − | | style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">Contract Type Name</font>
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| − | | style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">Select appropriate contract type name</font>
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| − | |- style="horizontal-align:top;"
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| − | | style="height:10px; width:200px; text-align:left;" | <font face="Segoe UI">Type Of Paper</font>
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| − | | style="height:10px; width:300px; text-align:left;" | <font face="Segoe UI">Select the appropriate type of paper</font>
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| − | |}
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| − | {| class="wikitable"
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| − | | <font face="Segoe UI">'''Note:''' Depending on the type of paper you select, tabs appear differently: </font>
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| − | <font face="Segoe UI">- 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.<br/> - 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.</font>
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| − | |}
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| − | <font face="Segoe UI">'''Attributes'''<br/> The fields that appear in the '''Attributes''' tab depend on the Contract Type you selected. Enter the necessary information on this page and click '''Next'''.</font>
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| − | <font face="Segoe UI">'''Select Template'''<br/> Select the appropriate template from the available list.</font>
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| − | <font face="Segoe UI">'''Verify'''<br/> The Verify page consists of four buttons.</font>
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| − | :*<font face="Segoe UI">'''Previous''': Click this button to go back to the earlier screen.</font>
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| − | :*<font face="Segoe UI">'''Create''': Click this button to create the agreement.</font>
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| − | :*<font face="Segoe UI">'''Create and Publish''': Click this button to create and publish the agreement.</font>
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| − | :*<font face="Segoe UI">'''Create and Send for Approval''': Click this button to create and send the agreement for approval.</font>
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| − | :*'''<font face="Segoe UI">Discard: </font>'''<font face="Segoe UI">Click this to discard the agreement creation.</font>
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| − | <font face="Segoe UI">Let us understand how to Trigger a notification.</font>
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| − | <font face="Segoe UI">To Trigger a notification''':'''</font>
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| − | <font face="Segoe UI">1. On the Agreement index page, '''click '''the eye icon on the actions column in the far right. The Agreement Details page opens. </font>
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| − | <font face="Segoe UI">2. On the Agreement Details page, in the left pane, '''click "'''Team".</font>
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| − | <div class="image-green-border"><font face="Segoe UI">[[File:8.0-Notifications-Trigger0.PNG|720px|8.0-Notifications-Trigger0.PNG]]</font></div> <div class="image-green-border"><br/> <font face="Segoe UI">2. On the Agreement "Team"''' '''page, '''click '''"Add Tea Member". The "Add User" drawer opens.<br/> 3. On the "Add User" drawer, '''select '''the appropriate user and the role of the user.<br/> 4. '''Check '''the "Send Notification" checkbox to send the notification to the user you added.</font></div>
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| − | {| class="wikitable"
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| − | | <font face="Segoe UI">'''Note''': You can select the '''Send Notification''' check box to send a notification to the user you may have removed.</font>
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| − | |}
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| | + | 2. On the Agreement index page, '''click '''the "View Details" icon on the actions column in the far right for the agreement you want to trigger notifications. The Agreement Details page opens. |
| | + | <div class="image-green-border">[[File:8.0-Notifications-Trigger-1.PNG|720px|8.0-Notifications-Trigger-1.PNG]]</div> |
| | + | 2. On the Agreement Details page, in the left pane, '''click "'''Team". |
| | + | <div class="image-green-border">[[File:8.0-Notifications-Trigger0.PNG|720px|8.0-Notifications-Trigger0.PNG]]</div> <div class="image-green-border"><br/> 3. On the Agreement "Team"''' '''page, '''click '''"Add Team Member". The "Add User" drawer opens.<br/> 4. On the "Add User" drawer, '''select '''the appropriate user and the role of the user.<br/> 5. '''Check '''the "Send Notification" checkbox to send the notification to the user you added.</div> |
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| | + | <div class="note-box">'''Note''': You can select the "Send Notification" checkbox to send a notification to the user you may have removed.</div> |
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| − | <div class="image-green-border">[[File:8.0-Notifications-Trigger1.PNG|720px|8.0-Notifications-Trigger1.PNG]] </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics: ''' [http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Agreement_Management Agreement Management] '''| ''' [http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Configuration&action=edit&redlink=1 Configuration] | [http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Template_Management Template Management] | [http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Clause_Management Clause Management] | [[Notification_Settings|Notification Settings]] | [[Notifications_Dashboard|Notifications Dashboard]] | [[Create_a_Subscription|Create a Subscription]]</div> | + | <div class="image-green-border">[[File:8.0-Notifications-Trigger1.PNG|720px|8.0-Notifications-Trigger1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics: ''' [[Notification_Settings|Notification Settings]] | [[Notifications_Dashboard|Notifications Dashboard]] | [[Create_a_Subscription|Create a Subscription]] | [[Agreements|Agreements ]]| [[Agreement_Management|Agreement Management]]</div> |
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 Alerts tab.
The 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.
1. Click "Agreements" on the main navigation menu on the top. The Agreement index page opens listing all agreements.
2. On the Agreement index page, click the "View Details" icon on the actions column in the far right for the agreement you want to trigger notifications. The Agreement Details page opens.
2. On the Agreement Details page, in the left pane, click "Team".
