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= Notes =
 
= Notes =
 
<div>
 
<div>
The "Notes" tab displays the comments that are added to the Agreement either when an action is taken or directly through the "Note''s"&nbsp;''tab. It displays&nbsp;the comments for the complete lifecycle of the Agreement.&nbsp;
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The "Notes" tab displays the comments that are added to the Agreement either when an action is taken such as "Agreement Approver Added" or directly through the "Notes"&nbsp;tab. It displays&nbsp;the comments for the complete lifecycle of the Agreement.&nbsp;
  
 
Internal users can communicate more efficiently with both internal and external sources through "Notes"&nbsp;across all phases of an Agreement. While adding them, internal users have the choice of making their Notes visible to all&nbsp;users (internal and external) or to internal users only. ICI&nbsp;handles the validation of users and displays Notes based on their visibility settings.
 
Internal users can communicate more efficiently with both internal and external sources through "Notes"&nbsp;across all phases of an Agreement. While adding them, internal users have the choice of making their Notes visible to all&nbsp;users (internal and external) or to internal users only. ICI&nbsp;handles the validation of users and displays Notes based on their visibility settings.
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*Notes added by external users are visible to all.  
 
*Notes added by external users are visible to all.  
  
The "Notes" can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp; The grid columns get auto-fit with the collapsing and expanding of the left navigation pane.&nbsp;
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Notes&nbsp;can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp; The grid columns get auto-fit with the collapsing and expanding of the left navigation pane.&nbsp;
<div class="image-green-border">[[File:8.0-Notes-grid.PNG|720px|8.0-Notes-grid.PNG]]</div>  
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<div class="image-green-border">[[File:8.0-Notes-Main-Screen1.PNG|720px|8.0-Notes-Main-Screen1.PNG]]</div>  
 
To add notes using the "Notes" tab:
 
To add notes using the "Notes" tab:
  
#'''Click the&nbsp;'''"Agreements" navigation menu&nbsp;on the top''.''&nbsp;This opens the Agreements&nbsp;Index page listing all agreements in a grid by default.  
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1.&nbsp;'''Click the&nbsp;'''"Agreements" navigation menu&nbsp;on the top''.''&nbsp;This opens the Agreements&nbsp;Index page listing all agreements in a grid by default.
#'''Click'''&nbsp;the "View&nbsp;Details" eye icon in the last grid column of the agreement for which you want to view the notes. The Agreement Details page opens.
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#'''Click''' "Notes" on the left pane to view notes in a grid view by default (Note: The "Notes" tab is visible in collapsed left pane if configured else expand the left pane to see the tab).&nbsp;
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<div class="image-green-border">[[File:8.0-Notes-no-records.PNG|720px|8.0-Notes-no-records.PNG]]</div>
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&nbsp;
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1.&nbsp;'''Click '''the ''Add Note''&nbsp;icon. This opens the&nbsp;''Add Notes'' window.
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2. '''Click'''&nbsp;the "View&nbsp;Details" [[File:Eye-icon.PNG|20px|Eye-icon.PNG]]eye icon&nbsp;in the last grid column of the agreement for which you want to view the notes. The Agreement Details page opens.
  
2.&nbsp;'''Enter'''&nbsp;your&nbsp;comments.
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3.&nbsp;'''Click''' "Notes" on the left pane to view notes in a grid view by default ('''Note:''' The "Notes" tab is visible in collapsed left pane if configured else expand the left pane to see the tab).
  
3.&nbsp;'''Click '''''Add Note''. The&nbsp;added comment&nbsp;is listed in&nbsp;&nbsp;it. You can view&nbsp;the logs either using Grid or List view. By default, Grid view is selected.
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&nbsp;If no notes are available for an agreement, an image and a message depicting “no records” are displayed in the grid area.
<div class="note-box">'''Note''': The comments can be in form of a table and you can also use special characters such as characters for Korean language. The comments can also be formatted using rich text editor toolbar provided to make the text bold or italics, underline the text, change the font color, and so on.&nbsp;You can now also use tables within the message body. A&nbsp;table can be inserted using the ''Create Table'' icon in the toolbar.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Notes Add notes formatting 7.8.PNG|RTENOTITLE]]</div>  
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<div class="image-green-border">[[File:8.0-Notes-No.PNG|720px|8.0-Notes-No.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click '''the "Add Note" on the right above the grid. This opens the "Add Note"&nbsp;drawer slides from the right.</div>
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5.&nbsp;'''Enter'''&nbsp;your&nbsp;comments.
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6.&nbsp;'''Click '''"Add". The&nbsp;added comment&nbsp;is listed on the grid.&nbsp;
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<div class="note-box">'''Note''': The comments can be in form of a table and you can also use special characters such as characters for Korean language. The comments can also be formatted using the '''Rich Text editor''' toolbar provided to make the text bold or italics, underline the text, change the font color, and so on.&nbsp;You can now also use tables within the message body. A&nbsp;table can be inserted using the "Create Table" icon in the toolbar.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Add-Note-drawer.PNG|720px|8.0-Add-Note-drawer.PNG]]</div>  
 
Let’s go through each view in detail:
 
Let’s go through each view in detail:
  
 
'''Grid View'''
 
'''Grid View'''
  
''Grid'' view dramatically reduces the time required to go through the complete list of logs to find a specific one. Through this view you can easily refine your search for any specific log.&nbsp;The search results are displayed in tabular form. You can further sort your results using filter provided in every column.
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Grid view dramatically reduces the time required to go through the complete list of logs to find a specific one. Through this view, you can easily refine your search for any specific log.&nbsp;The search results are displayed in tabular form.&nbsp;
<div class="image-green-border">Follow these steps to search the log:</div>  
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<div class="image-green-border">Follow these steps to search the notes:</div>  
1.&nbsp;'''Click'''&nbsp;''Agreement Management'' tile on ''My Dashboard'', this opens the ''Agreements'' page.
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1. You can refine your search by selecting&nbsp;the&nbsp;provided categories in tabs:
  
2.&nbsp;'''Click''' ''View''&nbsp;''Record&nbsp;''icon next to the Agreement, whose logs you want to view.
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:
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:*'''All:''' displays the logs added directly through the&nbsp;Notes tab and while taking any action on the Agreement.
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:*'''Workflow:''' displays the logs added while taking any action on the Agreement.  
  
3.&nbsp;'''Click''' ''Notes'' in the left pane. This displays all the logs related to that Agreement. By default, ''Grid&nbsp;''view''&nbsp;''is selected.
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For example,
  
4. You can refine your search by selecting&nbsp;the&nbsp;provided categories:
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In the screenshot below, all notes are displayed under the "All" tab.
  
:
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The note in the first row is created while the "Agreement Rejected" event with a Reason code is displayed under&nbsp;the "Reason Code" column.
:*All: displays the logs added directly through ''Notes'' tab and while taking any action on the Agreement.  
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<div class="image-green-border">[[File:8.0-Notes-Reason-Code.PNG|720px|8.0-Notes-Reason-Code.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The second&nbsp;row is the note created from when the&nbsp;broadcast message is sent&nbsp;from the "[[Broadcast|Broadcast]]" page. This note has a "TO-email address" format under the "Note" column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG|720px|8.0-Notes-Broadcast.PNG]]</div>
:*Workflow: displays the logs added while taking any action on the Agreement.  
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2. Refine your search further using the "Refine Search Here" searchbox provided below the tabs. For example, you can either type the initials of the User&nbsp;Name&nbsp;who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.
  
5. The results matching your selection are displayed on the page in tabular form.
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3. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter"&nbsp;icon [[File:Filter-icon.PNG|20px|Filter-icon.PNG]]provided at the right of&nbsp;each column heading.&nbsp;
  
6. Refine your search further using the ''Refine Search Here''&nbsp;field. For example, you can either type the initials of ''User Name'' who created the Agreement or type initials of the ''Event''. This filters the results to display only those records that matches your search.
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Each column filter has these elements:
  
7. You can sort your search results&nbsp;by clicking the&nbsp;''Filter''&nbsp;icon provided in every column.
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*A dropdown to choose the desired operator, for example: “Is equal to”, “is not null”, “Is before” (for “Date and Time” column), etc.
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*A field to enter a value, like a keyword text or date (for “Date and Time”).
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*A dropdown to choose filters logic for the additional value and operator, for example – “And”, “Or”.
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*Fields to enter an additional set of values and operator.  
  
'''8. Click '''the&nbsp;''Filter''&nbsp;icon and choose options relevant to your search in the fields.&nbsp;
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The applied filters can be cleared using the "Clear Grid Filters" button on the right above the grid beside the view buttons.
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<div class="image-green-border">[[File:8.0-Notes-Filters.PNG|320px|8.0-Notes-Filters.PNG]]</div>
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&nbsp;
  
 
'''List View'''
 
'''List View'''
  
The&nbsp;''List ''view displays the complete list of comments available. You can refine your serach&nbsp;by selecting either ''All'' or ''Workflow''.
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The&nbsp;List view displays the complete list of comments available similar to the grid but in card format. You can refine your search&nbsp;by selecting either "All" or "Workflow" tabs.&nbsp;
  
<br/> <br/> &nbsp;
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To view records in List view
  
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]
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'''Click&nbsp;'''"List View" on the extreme right on top of&nbsp;the grid to change the view from the grid to the list.
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<div class="image-green-border">[[File:8.0-Notes-List-View.PNG|720px|8.0-Notes-List-View.PNG]]<br/> <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">&nbsp;</div>
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'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Broadcas|Broadcas]][[Broadcast|t]]&nbsp;| [[Application_Settings|Application Settings]]&nbsp;|[[History|History]]| [[Versions|Versions]]
 
</div>
 
</div>

Latest revision as of 10:18, 19 December 2021

Notes

The "Notes" tab displays the comments that are added to the Agreement either when an action is taken such as "Agreement Approver Added" or directly through the "Notes" tab. It displays the comments for the complete lifecycle of the Agreement. 

Internal users can communicate more efficiently with both internal and external sources through "Notes" across all phases of an Agreement. While adding them, internal users have the choice of making their Notes visible to all users (internal and external) or to internal users only. ICI handles the validation of users and displays Notes based on their visibility settings.

By default:

  • Notes added by internal users are visible only internally.
  • Notes added by external users are visible to all.

Notes can be viewed either using the "Grid" or "List" view. By default, the "Grid" view is selected.  The grid columns get auto-fit with the collapsing and expanding of the left navigation pane. 

8.0-Notes-Main-Screen1.PNG

To add notes using the "Notes" tab:

1. Click the "Agreements" navigation menu on the top. This opens the Agreements Index page listing all agreements in a grid by default.

2. Click the "View Details" Eye-icon.PNGeye icon in the last grid column of the agreement for which you want to view the notes. The Agreement Details page opens.

3. Click "Notes" on the left pane to view notes in a grid view by default (Note: The "Notes" tab is visible in collapsed left pane if configured else expand the left pane to see the tab).

 If no notes are available for an agreement, an image and a message depicting “no records” are displayed in the grid area.

8.0-Notes-No.PNG
 
4. Click the "Add Note" on the right above the grid. This opens the "Add Note" drawer slides from the right.

5. Enter your comments.

6. Click "Add". The added comment is listed on the grid. 

Note: The comments can be in form of a table and you can also use special characters such as characters for Korean language. The comments can also be formatted using the Rich Text editor toolbar provided to make the text bold or italics, underline the text, change the font color, and so on. You can now also use tables within the message body. A table can be inserted using the "Create Table" icon in the toolbar.
 
8.0-Add-Note-drawer.PNG

Let’s go through each view in detail:

Grid View

Grid view dramatically reduces the time required to go through the complete list of logs to find a specific one. Through this view, you can easily refine your search for any specific log. The search results are displayed in tabular form. 

Follow these steps to search the notes:

1. You can refine your search by selecting the provided categories in tabs:

  • All: displays the logs added directly through the Notes tab and while taking any action on the Agreement.
  • Workflow: displays the logs added while taking any action on the Agreement.

For example,

In the screenshot below, all notes are displayed under the "All" tab.

The note in the first row is created while the "Agreement Rejected" event with a Reason code is displayed under the "Reason Code" column.

8.0-Notes-Reason-Code.PNG
 
The second row is the note created from when the broadcast message is sent from the "Broadcast" page. This note has a "TO-email address" format under the "Note" column. 
 
8.0-Notes-Broadcast.PNG

2. Refine your search further using the "Refine Search Here" searchbox provided below the tabs. For example, you can either type the initials of the User Name who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.

3. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter" icon Filter-icon.PNGprovided at the right of each column heading. 

Each column filter has these elements:

  • A dropdown to choose the desired operator, for example: “Is equal to”, “is not null”, “Is before” (for “Date and Time” column), etc.
  • A field to enter a value, like a keyword text or date (for “Date and Time”).
  • A dropdown to choose filters logic for the additional value and operator, for example – “And”, “Or”.
  • Fields to enter an additional set of values and operator.

The applied filters can be cleared using the "Clear Grid Filters" button on the right above the grid beside the view buttons.

8.0-Notes-Filters.PNG

 

List View

The List view displays the complete list of comments available similar to the grid but in card format. You can refine your search by selecting either "All" or "Workflow" tabs. 

To view records in List view

Click "List View" on the extreme right on top of the grid to change the view from the grid to the list.

8.0-Notes-List-View.PNG

 
 
 
 
 

Related Topics: Agreement Management | Agreements | Requests | Agreement Details Page | Broadcast | Application Settings |History| Versions