| Line 12: | Line 12: | ||
<font face="Segoe UI">To log on to ICM:</font> | <font face="Segoe UI">To log on to ICM:</font> | ||
| − | <font face="Segoe UI">'''1'''. Click the URL provided in your account activation email. At the | + | <font face="Segoe UI">'''1'''. '''Click''' the URL provided in your account activation email. At the ''Login'' page, '''type''' the user name and password you received in the account activation email.</font> |
<font face="Segoe UI">[[File:Login.jpg|RTENOTITLE]]</font> | <font face="Segoe UI">[[File:Login.jpg|RTENOTITLE]]</font> | ||
| − | <font face="Segoe UI">'''2'''. Click '''Log in | + | <font face="Segoe UI">'''2'''. '''Click''' ''Log in''. This opens the ''Dashboard''.</font> |
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== <font face="Segoe UI">Setting your preferences</font> == | == <font face="Segoe UI">Setting your preferences</font> == | ||
<div><div style="float:left;width:68%;"> | <div><div style="float:left;width:68%;"> | ||
| − | <font face="Segoe UI"> | + | <font face="Segoe UI">You can view your login details and your account settings on the ICM home page. You can also change these settings if you want.</font> |
<font face="Segoe UI">To view the settings:</font> | <font face="Segoe UI">To view the settings:</font> | ||
| − | <font face="Segoe UI">1. Select ''' | + | <font face="Segoe UI">1. '''Select''' ''Preferences'' from the list. The ''My Preferences'' dialog box appears.<br/> You can view your account settings related to the language, date and time format, and so on.</font> |
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<font face="Segoe UI">[[File:Dropdwn.jpeg|RTENOTITLE]]</font> | <font face="Segoe UI">[[File:Dropdwn.jpeg|RTENOTITLE]]</font> | ||
| − | <font face="Segoe UI">2. To change the account settings, select the desired option from the respective drop-down box and click ''' | + | <font face="Segoe UI">2. To change the account settings, select the desired option from the respective drop-down box and '''click''' ''Save''.</font> |
<font face="Segoe UI">[[File:My Settings.jpg|RTENOTITLE]]</font> | <font face="Segoe UI">[[File:My Settings.jpg|RTENOTITLE]]</font> | ||
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<font face="Segoe UI">To delegate your tasks to another user for a desired period:</font> | <font face="Segoe UI">To delegate your tasks to another user for a desired period:</font> | ||
| − | <font face="Segoe UI">1. Click '''Auto Delegation | + | <font face="Segoe UI">1. '''Click''' ''Auto Delegation'' on the ''My Preferences'' dialog box.<br/> [[File:Auto Delegation.jpg|RTENOTITLE]]</font> |
| − | <font face="Segoe UI">2. Select the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.</font> | + | <font face="Segoe UI">2. '''Select''' the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.</font> |
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| − | <font face="Segoe UI">3. Click ''' | + | <font face="Segoe UI">3. '''Click''' ''Delegate''. The details in the ''Delegations'' table appear.<br/> Use icons [[File:Editp.jpg|RTENOTITLE]] and [[File:Close.jpg|RTENOTITLE]] to edit or delete the delegation respectively.</font> |
<font face="Segoe UI">[[File:Auto delegation2.jpg|RTENOTITLE]]</font> | <font face="Segoe UI">[[File:Auto delegation2.jpg|RTENOTITLE]]</font> | ||
| Line 61: | Line 61: | ||
== <font face="Segoe UI">Change the UI theme</font> == | == <font face="Segoe UI">Change the UI theme</font> == | ||
| − | <font face="Segoe UI">1. On the upper right corner of your ICM page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your login name, and then click ''' | + | <font face="Segoe UI">1. On the upper right corner of your ICM page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your login name, and then '''click''' ''Preferences''. The ''My Preferences'' dialog box appears.</font> |
<font face="Segoe UI">[[File:Dropdwn.jpeg|RTENOTITLE]]</font> | <font face="Segoe UI">[[File:Dropdwn.jpeg|RTENOTITLE]]</font> | ||
| Line 71: | Line 71: | ||
<font face="Segoe UI">[[File:Preferences theme.jpeg|RTENOTITLE]]</font> | <font face="Segoe UI">[[File:Preferences theme.jpeg|RTENOTITLE]]</font> | ||
| − | <font face="Segoe UI">3. Click ''' | + | <font face="Segoe UI">3. '''Click''' ''Save''. The ''User settings saved successfully'' message appears. The ICM UI appears in the selected color.</font> |
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<font face="Segoe UI">There are two types of timeouts in ICM:</font> | <font face="Segoe UI">There are two types of timeouts in ICM:</font> | ||
| − | <font face="Segoe UI">'''• Inactivity Session Timeout''': if an ICM session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. Click ''' | + | <font face="Segoe UI">'''• Inactivity Session Timeout''': if an ICM session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. '''Click''' ''OK'' to continue the session.</font> |
| − | + | <div class="note-box"><font face="Segoe UI">'''Note''': You may lose any unsaved data if your session times out. </font></div> | |
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| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
<font face="Segoe UI">'''• Command Timeout''': When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. Click '''OK''' to close the message. This may happen due to a database issue or a slow server response. Try your query again.</font> | <font face="Segoe UI">'''• Command Timeout''': When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. Click '''OK''' to close the message. This may happen due to a database issue or a slow server response. Try your query again.</font> | ||
Revision as of 10:14, 26 May 2017
Contents
Basic Setup
Welcome to ICM! You may be a new user or a contract administrator wanting to explore ICM. You are in the right place!
Log on to ICM
You must have account on ICM to use it. You should receive an account activation email with your account details once your ICM administrator creates it. This email will contain:
• your username and temporary password.
• a link to the ICM application.
To log on to ICM:
1. Click the URL provided in your account activation email. At the Login page, type the user name and password you received in the account activation email.
2. Click Log in. This opens the Dashboard.
Setting your preferences
You can view your login details and your account settings on the ICM home page. You can also change these settings if you want.
To view the settings:
1. Select Preferences from the list. The My Preferences dialog box appears.
You can view your account settings related to the language, date and time format, and so on.
2. To change the account settings, select the desired option from the respective drop-down box and click Save.
Video: Setting Preferences
Out-of-office tasks setup
The auto-delegation functionality for your tasks allows you to delegate these tasks to another user for a desired period.
To delegate your tasks to another user for a desired period:
1. Click Auto Delegation on the My Preferences dialog box.
2. Select the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.
3. Click Delegate. The details in the Delegations table appear.
Use icons 
and 
to edit or delete the delegation respectively.
Change the UI theme
1. On the upper right corner of your ICM page, point to 
next to your login name, and then click Preferences. The My Preferences dialog box appears.
You can view your account settings related to the language, date, time format, and so on.
2. On the My Preferences dialog box, in the My Settings tab, select the theme color you want for your UI.
3. Click Save. The User settings saved successfully message appears. The ICM UI appears in the selected color.
ICM version information
To find out, click 
on the lower right corner of ICM page.
The ICM Version Information dialog box displays the following information:
- Product Version: displays the version of ICM
- Word Add-In Version: displays the version of ICM Word Add-In.
- Excel Bulk Insert Add-In Version: displays the version of Excel Bulk Insert Add-In.
- Outlook Add-In Version: displays the version of Outlook Add-In.
Log off from ICM
To log off from ICM:
1. On the ICM home page, point to next to your user name in the top right corner.
2. Click Log Off to get out of ICM.
Timeouts in ICM
There are two types of timeouts in ICM:
• Inactivity Session Timeout: if an ICM session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. Click OK to continue the session.
• Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. Click OK to close the message. This may happen due to a database issue or a slow server response. Try your query again.
Video
Related Topics:
ICM Help
