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= Home  =
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== Purpose ==
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The Home page of Icertis Contract Intelligence or your personal dashboard is designed with the following goals:
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*Track tasks 
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*Take actions
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*Access information of importance<br/> &nbsp;
  
 
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&nbsp;
  
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= Home =
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== Collapsible Main Menu ==
  
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== Home page ==
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The tiles appearing at the top of the Home page represent the different entities within ICI. The entity tiles displayed on your Home page will depend on the authorization you have.<br/> The entire tiles bar is a collapsible unit, allowing you more visual space as required. Click the arrow to hide (or show) the main menu.
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<div class="image-green-border">[[File:8.0-home-collapsible-menu.png|520px|8.0-home-collapsible-menu.png]]</div> <div class="image-green-border">&nbsp;</div>
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&nbsp;
  
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The Home page is always the first screen you see when you log on to ICM. It presents a snapshot of your tasks - through the Home page tiles (also referred to as the Key Performance Indicators or KPI tiles) you chose to add - and let you access various features of ICM that you have the privileges for.
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== Global Search Bar ==
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<div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options. Clicking this search icon displays the search bar.<br/> <br/> Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-global-search-bar.png|520px|8.0-global-search-bar.png]]<br/> <br/> You can access [[Using_Advanced_Search|Advanced Search]] through its dedicated link on the home page.&nbsp;<br/> &nbsp;</div>
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== Top-right menu ==
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<div class="image-green-border">[[File:8.0-home-top-right.PNG|720px|8.0-home-top-right.PNG]]</div>
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*'''Create''': The Plus icon is a quick access menu to create agreements and access other areas of the application.
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*'''Notifications''': This bell icon indicates Notifications where a red dot signifies new/unread messages and clicking it will direct you to the [[Notifications_Dashboard|Notifications_Dashboard]].&nbsp;
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*'''Activity''': The user-and-time icon indicates the Activity Panel, which opens a drawer and can be refreshed to reflect the latest activities.
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*'''Help''': Clicking this question icon opens the Help link in a new tab.
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*'''User Settings''': Clicking the User Settings icon opens a drawer menu for users to update their preferences such as theme color and time-zone. Refer [[Basic_Set_Up|Basic_Set_Up]] for more details.<br/> &nbsp;
  
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You can arrange the Home page tiles in an alphabetical order during initial provisioning i.e. when user logs in for the first time. The user can have 10 tiles pinned to the Home page. The ''Tasks'' tile, however, always remains first in the sequence since it is a very&nbsp;important KPI for every user. You can always manually reconfigure the position of the remaining 9 tiles on the Home page.
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== Dashboard Configuration ==
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<div class="image-green-border">[[File:Home.PNG|720px|Home]]</div>
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From the Home page you can:
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*'''Launch '''a feature you have access to by clicking on any of the Feature tiles.  
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A default dashboard is provided with the application. This dashboard is completely configurable. Here’s what you can do:
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*'''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.
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*'''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 ICM for details on setting preferences.
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*'''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;
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<div class="image-green-border">&nbsp;</div>
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=== Editing Home page tiles ===
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*Customize the dashboard by adding widgets, reports, KPIs and other relevant information.&nbsp;
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*Arrange and resize the widgets in a manner that works best for you.
  
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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.
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Your admin team can design a dashboard that suits your organization’s requirement and make it available to you. If you are an admin user, please go to [[Dashboard_Configuration|Dashboard Configuration]] for information on configuring dashboards for your users.<br/> &nbsp;
  
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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.
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== Available Widgets ==
  
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To select the tiles that should be displayed on the Home page:
 
  
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1.&nbsp;'''Click '''''Edit Dashbaord'''''&nbsp;'''&nbsp;to customize the Home page tiles as per your requirement.&nbsp;
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=== Personalized Widgets ===
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<div class="image-green-border">[[File:1080px-Dashboard 2 Home.png|720px|Dashboard 2]]</div>
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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.
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3.&nbsp;'''Remove''' an existing Home page tile by dragging it to the&nbsp;''Drop here to Remove'''''&nbsp;'''box.
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Here’s a list of widgets that display information directly associated with you:
  
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4. '''Click&nbsp;'''''<b>Save</b> ''or ''Cancel'':
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*What would you like to do -&nbsp;The widget “What would you like to do” is a default dashboard widget allows users to take quick actions via pre-configured links, presented as line items, from the ICI Home page. It can be configured to provide multiple actions/links with one quick action line item.
  
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*'''Click''' the ''Save'' [[File:Icon Save.JPG|Save icon]] icon to reflect the changes made on the Home page.
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[[File:QuickActions1.png|480px]]
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*'''Click''' the ''Cancel'' [[File:Icon Cancel-Cross.JPG|Cancel icon]] icon to exit to the Home page without saving.
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=== User Tasks ===
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*My Recent Activities
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*My Tasks  
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*Notifications
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<div class="note-box">'''Note''': The options displayed in the "What would you like to do?" widget can be defined by your technical configuration team.</div>
  
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The ''Tasks'' tile on the Home page allows you to:
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=== <br/> Report Widgets ===
  
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*Ease of access to task level data by filtering and sorting it
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Many report-based widgets including Power BI reports can be added to the dashboard. Here’s a list:
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*Driving tasks to timely closure
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*Improved user experience for better understanding of the task level data
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<div class="image-green-border">[[File:SP7 User Tasks - Grid View Home.png|720px|SP7 User Tasks - Grid View]]</div>
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In ICM, tasks are generated for:&nbsp;
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*Approval  
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*[[Legal_and_Compliance|Agreement Deviation Report]]
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*Deviation Approval  
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*[[Workflow_Reports|Agreements Pending Approval Report]]
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*Internal Signature
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*[[Workflow_Reports|Agreements Pending Execution Report]]
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*External Signature
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*[[Workflow_Reports|Approved Requests Waiting for Contract Creation Report]]
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*Internal Review
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*[[Admin_Reports|Average Agreement Turn Around Time Report]]
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*External Review
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*[[Workflow_Reports|Clauses Pending Approval Report]]
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*Contract Request Submitted
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*[[Legal_and_Compliance|Expired Agreements Report]]
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*[[Legal_and_Compliance|Expiring Agreements Report]]
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*[[Admin_Reports|Signature Type Report]]
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*[[Workflow_Reports|Templates Pending Approval Report]]
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*[[Admin_Reports|User Login Report]]<br/> &nbsp;
  
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The Administrator configures the SLA for the following actions based on the Contract Type.
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=== Saved Searches Widgets ===
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Saved searches for which you have access based on your security group or organization can be added as widget to the dashboard.<br/> Refer [[Saved_Searches|Saved_Searches]] for information on how to save a search result.</div>
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=== <br/> Business Application Widgets&nbsp; ===
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">If you have access to one or more Icertis Business Applications, there are dashboard widgets for applications that you can add as well.<br/> &nbsp;</div>
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== Working with Widgets ==
  
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The following columns are displayed&nbsp;:
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Here’s what you can do with widgets:
  
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*Task (for example, Approval, External Signature)
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*Moving Widgets
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*Entity Name
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*Adding Widgets
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*Entity Code
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*Resizing Widgets
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*Entity Type
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*Widget Interactions
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*Due By
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*Primary Owner
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*Task Created On
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*Entity Created On
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You can navigate to the Entity by clicking the Task. Each of the columns can be filtered and sorted.
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=== Moving Widgets ===
  
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1. Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|120px|8.0-edit-dashboard.PNG]]button.<br/> 2. Click and drag the "Move"&nbsp;[[File:8.0-edit-dashboard-move.PNG|RTENOTITLE]]icon to move the widget.
  
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== Widget-based Home page ==
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=== Adding Widgets ===
  
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A new layout has now been designed which allows users to switch to a widget-based Dashboard layout in view of providing 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 now able to view recent activities, saved search, notifications upfront on the dashboard in addition to their list of tasks and KPIs/reports.
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1. Click the "Edit Dashboard" [[File:8.0-edit-dashboard.PNG|100px|8.0-edit-dashboard.PNG]]button.<br/> 2. Click the "Add Widgets" [[File:8.0-add-widgets.PNG|100px|8.0-add-widgets.PNG]]button.<br/> 3. From the list of widgets, select one or more widgets you want to add to the Dashboard.
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<div class="image-green-border">[[File:ICM Widget-based Dashboard 01.jpg|RTENOTITLE]]</div>  
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The widget-based Dashboard offers the following widgets:
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#'''Performance Metric:''' displays all the KPIs to which the user has access. These include Saved Search KPIs and Report KPIs.
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=== Resizing Widgets ===
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#'''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.
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#'''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.
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#'''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).
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#'''Saved Search:''' displays the searches saved on the ''Search'' page.
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Default ''Dashboard'' settings will depend on the settings implemented in your organization.
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1.&nbsp;&nbsp; &nbsp;Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|100px|8.0-edit-dashboard.PNG]]button.<br/> 2.&nbsp;&nbsp; &nbsp;Click and drag the "Resize"&nbsp;[[File:8.0-edit-dashboard-resize.PNG|30px|8.0-edit-dashboard-resize.PNG]]icon to resize the widget.
  
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To switch between the two dashboard layouts:
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On increasing the widget width, more columns are displayed and correspondingly lesser number of columns are displayed when the width is reduced.
  
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#'''Log on''' to ICM, the ''Home'' page opens.
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Depending on the size of the widget, the reports are displayed in graphical form or as KPIs.
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#'''Click''' the arrow next to your username, a drop-down menu opens.  
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<div class="image-green-border">[[File:8.0-reports-widgets.png|520px|8.0-reports-widgets.png]]<br/> &nbsp;</div>  
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<div class="image-green-border">[[File:ICM Widget-based Dashboard 02.png|RTENOTITLE]]</div> <ol start="3">
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=== Widget Interactions ===
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<li>'''Click''' ''Preferences'', the ''My Preferences'' window opens.</li>
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<li>On the ''My Settings'' tab, '''select''' the ''Widget'' option from the drop-down next to ''Dashboard Layout''.</li>
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</ol>
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<div class="image-green-border">[[File:ICM Widget-based Dashboard 03.png|RTENOTITLE]]</div> <ol start="5">
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<li>'''Click''' ''Save''. The ''User Settings saved successfully'' message will be displayed.</li>
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<li>You can now view the ''Dashboard'' as per your saved preferences.</li>
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</ol>
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=== Adding a widget to the Home page ===
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"Three-dots" icons displays the following Actions:
  
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To add a widget to the Home page:
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*Preview Document
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*View Smart Links
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*Copy Record
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*View Details
  
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#'''Click''' the ''Edit Dashboard'' button on the right-hand side of the page. The ''Dashboard'' switches to edit mode.
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On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" [[File:8.0-edit-dashboard-view.PNG|RTENOTITLE]]and "Actions" [[File:8.0-edit-dashboard-actions.PNG|RTENOTITLE]]icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.<br/> &nbsp;
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<div class="image-green-border">[[File:ICM Widget-based Dashboard 04.png|RTENOTITLE]]</div> <ol start="2">
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<li>'''Click''' the ''Add Widget'' button. The ''Add Widgets to Dashboard'' window opens.</li>
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</ol>
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<ol start="3">
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<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>
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</ol>
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<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">
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<li>'''Click''' the ''Add'' button. The added widgets appears on the Home page.</li>
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</ol>
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<div class="image-green-border">[[File:ICM Widget-based Dashboard 07.png|RTENOTITLE]]</div> <ol start="5">
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<li>'''Select''' a size of the widget. For example, ''Small, Medium Large''. By default, the ''Small'' widget size is displayed.</li>
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</ol>
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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.
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== ICI Version and Browser Compatibility Information ==
  
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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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To find out ICI&nbsp;Version Information,
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1. '''Scroll down''' the page till the end.
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2'''. Click'''&nbsp;"About" on the lower-left corner of the ICI&nbsp;page.
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The&nbsp; drawer&nbsp;with two tabs displays the following information&nbsp;:
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'''ICI Platform Version tab'''
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*'''Product Version''': displays the version of ICI
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*'''Icertis Experience for Word''': displays the version of ICI&nbsp;Word Add-In.  
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*'''Terms of Use'''
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*'''A link''' ''“''Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.<br/> &nbsp;
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'''Browser Compatibility tab'''
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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.
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<div class="image-green-border">&nbsp;</div>
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&nbsp;
  
 
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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;[[Power_BI_Integration_with_ICM|Advanced Analytics]] | [[Bulk_Actions|Bulk Actions]] | [[User_Administration|User Administration]]&nbsp;|'''&nbsp;'''[[Using_Advanced_Search|Advanced Search]] |&nbsp;[[Agreement_Details_Page|Agreement Details]]&nbsp;| [[Notifications_Dashboard|Notifications]] |&nbsp;
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'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Associations|Associations]]&nbsp;| [[Compliances|Compliances]]&nbsp;| [[Templates|Templates]]&nbsp;|&nbsp;[[Clauses|Clauses]]&nbsp;| [[Configure|Configure]]&nbsp;|&nbsp;[[Reports|Reports]] |&nbsp;[[Advanced_Analytics|Advanced Analytics]]| &nbsp;[[Admin|Admin]]&nbsp;|&nbsp;[[ICI_Tools|ICI_Tools]] | [[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;|

Latest revision as of 10:46, 12 May 2022

Home 

Purpose

The Home page of Icertis Contract Intelligence or your personal dashboard is designed with the following goals:

  • Track tasks 
  • Take actions
  • Access information of importance
     

 

Collapsible Main Menu

The tiles appearing at the top of the Home page represent the different entities within ICI. The entity tiles displayed on your Home page will depend on the authorization you have.
The entire tiles bar is a collapsible unit, allowing you more visual space as required. Click the arrow to hide (or show) the main menu.

8.0-home-collapsible-menu.png
 

 

Global Search Bar

The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options. Clicking this search icon displays the search bar.

Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.
 
8.0-global-search-bar.png

You can access Advanced Search through its dedicated link on the home page. 
 

Top-right menu

8.0-home-top-right.PNG
  • Create: The Plus icon is a quick access menu to create agreements and access other areas of the application.
  • Notifications: This bell icon indicates Notifications where a red dot signifies new/unread messages and clicking it will direct you to the Notifications_Dashboard. 
  • Activity: The user-and-time icon indicates the Activity Panel, which opens a drawer and can be refreshed to reflect the latest activities.
  • Help: Clicking this question icon opens the Help link in a new tab.
  • User Settings: Clicking the User Settings icon opens a drawer menu for users to update their preferences such as theme color and time-zone. Refer Basic_Set_Up for more details.
     

Dashboard Configuration

A default dashboard is provided with the application. This dashboard is completely configurable. Here’s what you can do:

  • Customize the dashboard by adding widgets, reports, KPIs and other relevant information. 
  • Arrange and resize the widgets in a manner that works best for you.

Your admin team can design a dashboard that suits your organization’s requirement and make it available to you. If you are an admin user, please go to Dashboard Configuration for information on configuring dashboards for your users.
 

Available Widgets

Personalized Widgets

Here’s a list of widgets that display information directly associated with you:

  • What would you like to do - The widget “What would you like to do” is a default dashboard widget allows users to take quick actions via pre-configured links, presented as line items, from the ICI Home page. It can be configured to provide multiple actions/links with one quick action line item.

QuickActions1.png

  • My Recent Activities
  • My Tasks
  • Notifications
Note: The options displayed in the "What would you like to do?" widget can be defined by your technical configuration team.


Report Widgets

Many report-based widgets including Power BI reports can be added to the dashboard. Here’s a list:

Saved Searches Widgets

 
Saved searches for which you have access based on your security group or organization can be added as widget to the dashboard.
Refer Saved_Searches for information on how to save a search result.


Business Application Widgets 

 
If you have access to one or more Icertis Business Applications, there are dashboard widgets for applications that you can add as well.
 

Working with Widgets

Here’s what you can do with widgets:

  • Moving Widgets
  • Adding Widgets
  • Resizing Widgets
  • Widget Interactions

Moving Widgets

1. Click the "Edit Dashboard" 8.0-edit-dashboard.PNGbutton.
2. Click and drag the "Move" RTENOTITLEicon to move the widget.

Adding Widgets

1. Click the "Edit Dashboard" 8.0-edit-dashboard.PNGbutton.
2. Click the "Add Widgets" 8.0-add-widgets.PNGbutton.
3. From the list of widgets, select one or more widgets you want to add to the Dashboard.

Resizing Widgets

1.    Click the "Edit Dashboard" 8.0-edit-dashboard.PNGbutton.
2.    Click and drag the "Resize" 8.0-edit-dashboard-resize.PNGicon to resize the widget.

On increasing the widget width, more columns are displayed and correspondingly lesser number of columns are displayed when the width is reduced.

Depending on the size of the widget, the reports are displayed in graphical form or as KPIs.

8.0-reports-widgets.png
 

Widget Interactions

"Three-dots" icons displays the following Actions:

  • Preview Document
  • View Smart Links
  • Copy Record
  • View Details

On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" RTENOTITLEand "Actions" RTENOTITLEicons. Here you can directly click on the View Details or eye icon to open the record in a new tab.
 

ICI Version and Browser Compatibility Information

To find out ICI Version Information,

1. Scroll down the page till the end.

2. Click "About" on the lower-left corner of the ICI page.

The  drawer with two tabs displays the following information :

ICI Platform Version tab

  • Product Version: displays the version of ICI
  • Icertis Experience for Word: displays the version of ICI Word Add-In.
  • Terms of Use
  • A link “Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.
     

Browser Compatibility tab

The Browser Compatibility tab displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.

 

 

 

Related Topics: Agreement Management | Associations | Compliances | Templates | Clauses | Configure | Reports | Advanced Analytics|  Admin | ICI_Tools | AI Apps | ICI_Add-ins | Integrations | ICI_Mobile_App | ICI_BOT | Release_Notes | Advanced Search | Agreement Details | Notifications |  | Bulk Actions |

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