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= Home  =
  
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== Purpose ==
  
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= Home =
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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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The Home page is always the first screen you see when you log on to ICI. It presents a snapshot of your tasks and let you access various features of ICI that you have the privileges for. 
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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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The dashboard layout provides&nbsp;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 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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&nbsp;
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<div class="image-green-border">[[File:Homepage 1.PNG|920px|Homepage 1.PNG]]</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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== Collapsible Main Menu ==
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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 More"''&nbsp;''link.
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*"'''My Tasks'''" widget 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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The widget-based Dashboard offers the following widgets:
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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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#'''Performance Metric:''' displays all the KPIs to which the user has access. These include Saved Search KPIs and Report KPIs.
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== Global Search Bar ==
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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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<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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#'''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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== Top-right menu ==
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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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<div class="image-green-border">[[File:8.0-home-top-right.PNG|720px|8.0-home-top-right.PNG]]</div>
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#'''Saved Search:''' displays the searches saved on the ''Search'' page.  
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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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#'''What Would You Like To Do:&nbsp;'''displays shortcuts to the most frequently performed actions by the user, for example, Create Agreement, View Agreement.  
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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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Default Dashboard settings will depend on the settings implemented in your organization.
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== Dashboard Configuration ==
  
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== Adding a widget to the Home page ==
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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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To add a widget to the Home page:
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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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#'''Click'''&nbsp;"Edit Dashboard" button on the right-hand side of the page. The "Dashboard" switches to edit mode.  
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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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<div class="image-green-border">[[File:Homepage 2.PNG|720px|Homepage 2.PNG]]</div> <ol start="2">
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<li>'''Click'''&nbsp;"Add Widget" button. The "Add Widgets" drawer&nbsp;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"'',''&nbsp;"All Contract Requests"'', "''Approved Sales Orders". A&nbsp;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'''&nbsp;"Add" button. The added widgets appear&nbsp;on the Home page.</li>
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</ol>
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<div class="image-green-border">[[File:Homepage 3.png|720px|Homepage 3.png]]</div> <ol start="5">
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<li>'''Select''' a size of the widget with the help of resizing button present at the right side bottom of the widget.</li>
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</ol>
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<div class="image-green-border">[[File:Home-10.png|520px|Home-10.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="6">
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<li>To arrange the widgets in the best possible way according to their sizes '''Click&nbsp;'''the "Auto Arrange" button.</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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== Available Widgets ==
  
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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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=== <span style="font-size: 1.17em; font-weight: bold;">User Tasks</span> ===
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=== Personalized Widgets ===
  
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The "My Tasks"&nbsp;widget on the Home page allows you to:
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Here’s a list of widgets that display information directly associated with you:
  
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*Ease of access to task level data by filtering and sorting it
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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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*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:Home-5.PNG|820px|Home-5.PNG]]</div>
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In ICI, tasks are generated for:&nbsp;
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*Approval
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[[File:QuickActions1.png|480px]]
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*Deviation Approval
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*Internal Signature
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*External Signature
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*Internal Review
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*External Review
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*Contract Request Submitted
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The Administrator configures the SLA for the following actions based on the Contract Type.
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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 following columns are displayed&nbsp;:
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=== <br/> Report Widgets ===
  
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*Task (for example, Approval, External Signature)
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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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*Entity Name
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*Entity Code
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*Entity Type
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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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*[[Legal_and_Compliance|Agreement Deviation Report]]
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*[[Workflow_Reports|Agreements Pending Approval Report]]
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*[[Workflow_Reports|Agreements Pending Execution Report]]
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*[[Workflow_Reports|Approved Requests Waiting for Contract Creation Report]]
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*[[Admin_Reports|Average Agreement Turn Around Time Report]]
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*[[Workflow_Reports|Clauses Pending Approval Report]]
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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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=== Dashboard Smartlinks ===
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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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Following enhancements have been made to Dashboard widget and tile.&nbsp;&nbsp;
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Here’s what you can do with widgets:
  
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*All smart links with below properties will be available to add as a widget:
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*Moving Widgets
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**Global Search is enabled.
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*Adding Widgets
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**Show on left pane option is enabled.
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*Resizing Widgets
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**Linked entity same as dashboard entity. 
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*Widget Interactions
  
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'''Note''': The smart link widgets are not displayed for the main dashboard.
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=== Moving Widgets ===
  
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*Users can view the smart links as part of the dashboard widget.&nbsp;  
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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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*Users can view smart link data as part of dashboard as per the privileges assigned to the logged in user. If the Show on left pane option for smart link is not enabled, users will not be able to access the widget.  
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*The widget title of smart links contains the following options.
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**Name: It is the name of saved search
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**Count: It is the number of total records available for the smart link. 
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'''Note:''' In case user is not authorized&nbsp;for the&nbsp;smart link,&nbsp;the ‘Access Denied’ message will be shown
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=== Adding Widgets ===
  
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*Users can convert the smart link widget to a KPI tile.  
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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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*The “View More” link is available on smart link widget in the footer.&nbsp;
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*The number of rows and columns will be displayed based on widget’s size.  
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=== Resizing Widgets ===
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<div class="image-green-border">[[File:Home-11.png|520px|Home-11.png]]</div>  
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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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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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=== Dashboard Smartlinks ===
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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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<div class="image-green-border">[[File:8.0-reports-widgets.png|520px|8.0-reports-widgets.png]]<br/> &nbsp;</div>
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=== Widget Interactions ===
  
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Saved Search widget is displayed after clicking the “Add Widget” button when editing the dashboard.&nbsp;
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"Three-dots" icons displays the following Actions:
  
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Users can now have the saved search widgets displayed either as a tile with the computation configured on saved search like standard layout in classic view or in the view with list of records qualified in the saved search like widget layout in classic view.&nbsp;
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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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Users can now view the saved search data as part of dashboard saved search widget.
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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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'''Saved Search with Security Group'''
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== ICI Version and Browser Compatibility Information ==
  
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'''[[File:Home SL-1.PNG|520px|Home SL-1.PNG]]'''
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To find out ICI&nbsp;Version Information,
  
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'''Saved Search without Security Group'''
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1. '''Scroll down''' the page till the end.
  
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'''[[File:Home SL-2.PNG|520px|Home SL-2.PNG]]'''
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2'''. Click'''&nbsp;"About" on the lower-left corner of the ICI&nbsp;page.
  
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'''Saved Search with Organization Group access'''
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The&nbsp; drawer&nbsp;with two tabs displays the following information&nbsp;:
  
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'''[[File:Home SL-3.PNG|520px|Home SL-3.PNG]]'''
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'''ICI Platform Version tab'''
  
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Users can now view saved search data as part of dashboard saved search widget irrespective of KPI privileges.
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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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[[File:Home SL-4.PNG|520px|Home SL-4.PNG]]
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'''Browser Compatibility tab'''
  
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*The widget title contains the following options.
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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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**Name: It is the name of the saved search.
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<div class="image-green-border">&nbsp;</div>  
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**Count: It is the number of total records available for the smart link.
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**KPI: Are the key performance indicators created by the users. 
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*The widget title will be truncated based on the size of the widget, but the tool tip contains the complete information about the widget.
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*The “View More” option is now displayed in the widget footer. Clicking this link navigates the user to the advanced search page by selecting the saved search data automatically.  
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<div class="image-green-border">[[File:Home SL-5.png|520px|Home SL-5.png]]</div>  
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&nbsp;
 
&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.

 

 

 

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