Latest revision as of 10:23, 9 June 2022

Reasons

When you send an Agreement or Contract Type, Template or Clause, and so on for approval, the approver can reject it for various reasons. From this page, users can add the reason codes for rejection, search and modify the existing ones in the system.

Searching a Reason

In ICI, you can search for a specific reason for which an agreement or contract type is being rejected using various options given below, including the dynamic search feature.
Users can search a reason code in a specific language for all entities through respective Index Page – Search Categories. The "Translations Editor" tool supports adding Localized values for the "Reason Code" for different languages in ICI.

To search for a reason:
1. Click the "Configure" navigation menu on the top and click "Reasons" under it.

The "Reasons" index page opens.

2. Select the "Reason Code" in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records. A list of all reason codes is displayed below the Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.
3. Select the desired reason code values from the list displayed below the search text box. For example, "Legal Approval Required" and "Date Changes Required" (Note: Use ctrl-key and select multiple reason codes from the list displayed).
4. Click "More Options" and enter a specific value in the "Custom keyword" field and click "Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword and further "Approval" within those are only displayed.

5. Click "Clear All" to clear all search keywords.

Alternatively, type the keywords in the "Refine Search here" field. A list of relevant reasons is displayed.

Creating a Reason

Users can create "Reasons" to track a particular rejection involved in the clause, template, attributes, and so on.

To create a reason:
1. Click the "Configure" navigation menu on the top and click "Reasons" under it. The "Reasons" index page opens.

2. Click "Create" in the far top-right corner in the title bar. The "Create Reason" page opens with two numbered tabs.
3. Enter the reason code in the "Code" field on the "Details" tab.
4. Enter the reason heading in the "Heading" field.

4. Click "Next". The "Verify" page opens. Alternatively, you can click the number of the tab on the top in the numbered navigation bar to open the next page.
5. Verify the entered details and click "Create" to save the data or "Discard" to discard the data. The "Reason" is created.

Editing a Reason

Users can edit the existing Reasons involved in rejecting a clause, template, attribute, and so on.

To edit a reason:
1. Click the "Configure" navigation menu on the top and click "Reasons" under it. The "Reasons" index page opens.
2. Click the "View Details" eye icon next for the "Reason" you want to open. For example, "Legal Approval Required". The "Reasons" Details page opens.

3. Click "Edit" on the top right. The "Edit Reason"page opens.

5.  Modify the fields as required on the "Details" tab.
6.  Click "Next". The "Verify" tab opens.
7.  Verify the entered details and click "Update". The Reason is updated.

Field	Action
"..."	Type the search term in double quotation marks. It shows existing reasons that include the exact search term.
...	Type the search term in star characters. It shows existing currencies that include the exact search term.
*...	Add a Prefix * to the search term. It shows existing reasons that end with this term.
...*	Add a Suffix * to the search term. It shows existing reasons that start with this term.

@@ Line 1: / Line 1: @@
 = Reasons =
+When you send an Agreement or Contract Type, Template or Clause, and so on&nbsp;for approval, the approver can reject it for various reasons.&nbsp;&nbsp;From this page, users can add the reason codes for rejection, search and modify the existing ones in the system.
 == Searching&nbsp;a Reason ==
-You may want to search a specific reason for which an agreement is being rejected or a contract type is being rejected.<br/> In ICM, you can use various options given below, including the dynamic search feature, to find the desired reason.<br/> Option 1:<br/> To search a reason:
+In ICI, you can search for a specific reason for which an agreement or contract type is being rejected using various options given below, including the dynamic search feature.<br/> Users can search a reason code in a specific language for all entities through respective Index Page – Search Categories.&nbsp;The "Translations Editor" tool supports adding Localized values for the "Reason Code" for different languages in ICI.<br/> &nbsp;
-. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.
+To search for a reason:<br/> 1.&nbsp;'''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it.&nbsp;
+<div class="image-green-border">[[File:8.0-Reasons-menu.png|220px|8.0-Reasons-menu.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;The "Reasons" index page opens.</div> <div class="image-green-border">[[File:8.0-Reasons-1-Index-page.png|720px|8.0-Reasons-1-Index-page.png]]</div> <div class="image-green-border"><br/> 2.&nbsp;'''Select '''the "Reason Code"&nbsp;in the left collapsible "Refine View" pane under " the Categories" drop-down used for filtering records.&nbsp;A list of all reason codes is displayed below the&nbsp;Search Reason Code field. Alternatively, you can type the search keyword in the search box below the "Categories" dropdown. For example, the "Legal" keyword.<br/> 3.&nbsp;'''Select '''the&nbsp;desired reason code values from the list displayed below the search text box.&nbsp; For example, "Legal Approval Required" and "Date Changes Required" ('''Note: '''Use ctrl-key and select multiple reason codes from the list displayed).<br/> 4. '''Click '''"More Options" and '''enter'''''<b>&nbsp;</b>''a'''&nbsp;'''specific value in the "Custom keyword" field and '''click "'''Apply" to filter your search further. For example, "Approval". Only Reason Codes containing the "Legal" keyword&nbsp;and further&nbsp; "Approval" within those are only&nbsp;displayed.&nbsp;</div> <div class="image-green-border">5. '''Click '''"Clear All" to clear all search keywords.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:8.0-Reasons-2-Index-page-search.png|220px|8.0-Reasons-2-Index-page-search.png]]''</div>
+Alternatively, type the keywords in the "Refine Search here"''&nbsp;''field. A list of relevant reasons is displayed.
-[[File:Adm.jpeg|RTENOTITLE]]
+== Creating&nbsp;a Reason ==
-. Search for a particular currency by using any of the following options:
+Users can create "Reasons" to track a particular rejection involved in the clause, template, attributes, and so on.
-*'''Click''' the ''Select Field'' list under ''Search For'', and then select appropriate item. Refer to the area highlighted in the image below.<br/> Search results relevant to the item are displayed with a number in bracket. The number denotes the number of reasons that meet the search criteria.
+To create a reason:<br/> 1.&nbsp;'''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it.&nbsp;&nbsp;The "Reasons" index page opens.&nbsp;
+<div class="image-green-border">[[File:8.0-Reasons-Create-page-Highlighted.png|720px|8.0-Reasons-Create-page-Highlighted.png]]</div>
+'''2. Click '''"Create" in the far top-right corner in the title bar. The "Create Reason" page opens with two numbered tabs.<br/> 3.&nbsp;'''Enter '''the reason code in the "Code" field on the "Details" tab''.&nbsp;''<br/> 4.''&nbsp;'''''Enter&nbsp;'''the reason heading in the "Heading" field.''&nbsp;''
+<div class="image-green-border">'''[[File:8.0-Reasons-Create-page.png|480px|8.0-Reasons-Create-page.png]]'''</div> <div class="image-green-border">&nbsp;</div>
+.&nbsp;'''Click '''"Next". The "Verify" page opens. Alternatively, you can click the number of the tab on the top in the numbered navigation bar to open the next page.<br/> 5.&nbsp;'''Verify '''the entered details and '''click '''"Create" to save the data or "Discard" to discard the data. The "Reason"&nbsp;is created.
+<div class="image-green-border">'''&nbsp;[[File:8.0-Reasons-Create-page-Verify.png|480px|8.0-Reasons-Create-page-Verify.png]]'''</div>
-[[File:Search For a Reason-Results.jpg|RTENOTITLE]]
-'''Click''' the ''box'' to select specific item. A list of reasons relevant to the item is displayed.
-[[File:Search For a Reason-Results 2.jpg|RTENOTITLE]]
-&nbsp;
-*'''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''.<br/> While entering a custom keyword, follow the guidelines as shown in the image below.
-[[File:Custom Keyword Search 1.jpg|RTENOTITLE]]<br/> <br/> Option 1:<br/> Alternatively, '''type''' the keywords in the box provided above the list of reasons. A list of relevant reasons is displayed.<br/> &nbsp;
-'''Enhancing your search'''
-To narrow down your search, you can use any of the following methods as well:
-{|
-|-
-! '''Field'''
-! '''Action'''
-|-
-| "..."
-| '''Type''' the search term in double quotation marks.<br/> It shows existing reasons that include the exact search term.
-|-
-| *...*
-| '''Type''' the search term in star characters.<br/> It shows existing currencies that include the exact search term.
-|-
-| *...
-| Add a Prefix * to the search term.<br/> It shows existing reasons that end with this term.
-|-
-| ...*
-| Add a Suffix * to the search term.<br/> It shows existing reasons that start with this term.
-|}
-'''Viewing the saved search terms'''
-View your saved search terms with the following:
-*In the More Searches box, select your saved search, and '''click''' [[File:Fav.jpeg|RTENOTITLE]] to mark the search term as favorite.
-*You can find your marked favorites below the tiles.
-= Creating&nbsp;a Reason =
-ICM allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.
-To create a reason:
-. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.
-<div class="image-green-border">[[File:Adm.jpeg|RTENOTITLE]]</div>
-. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page appears.
-=== <font size="3">'''Details tab'''</font> ===
-. Provide appropriate details as follows in the ''Details'' tab.
-*'''Type''' an appropriate ''code for the reason'''''&nbsp;'''In the ''Code'' box.
-*'''Type''' the ''appropriate details for the reason'''''&nbsp;'''in the ''Heading'' box,.
-<div class="image-green-border">[[File:Create Reason - Details.png|RTENOTITLE]]</div>
-. Click '''Next''' go to the '''Verify''' tab.
-<font size="3">'''Verify tab'''</font>
-. In the ''Verify ''tab, verify the information.
-.&nbsp;'''Click''' ''Save ''to save the newly created reason.
-<div class="image-green-border">[[File:Create Reason - Verify.png|RTENOTITLE]]</div>
 == Editing a Reason ==
-With ICM, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.
+Users can edit the existing Reasons involved in rejecting a clause, template, attribute, and so on.
-To edit a reason:
-<font size="2">'''Search the reason to be edited'''</font>
-. On the ''User Administration'' page, '''click''' the ''Reasons'' tile. The ''Reasons'' page opens.
-[[File:Adm.jpeg|RTENOTITLE]]
-[[File:Reason.jpeg|RTENOTITLE]]
-<font size="2">'''Edit the reason'''</font>
-. '''Click''' [[File:Eyeball.png|RTENOTITLE]] next to the appropriate reason. The ''Reasons Details'' page opens.
-. '''Click''' ''Edit'' button. The ''Edit Reason'''''page opens.'''
-<div class="image-green-border">[[File:Edit reas.jpg|RTENOTITLE]]</div>
-. In the ''Details'' tab, update appropriate information as follows
-<font size="2">'''Details tab'''</font>
-. In the ''Code'' box, '''type''' the appropriate code for the reason.
-. In the ''Heading'' box, '''type''' the appropriate details for the reason.
-<div class="image-green-border">[[File:Edit reas 2.jpg|RTENOTITLE]]</div>
-<font size="2">'''Verify tab'''</font>
-'''Click''' ''Next'' to go the ''Verify'' tab.
-Verify the details, and '''click''' ''Update'' to update the reason.
-<div class="image-green-border">[[File:Edit reas 3.jpg|RTENOTITLE]]</div>
-The updated content appears in reason heading.
-&nbsp;
+To edit a reason:<br/> 1. '''Click&nbsp;'''the "Configure" navigation menu on the top and&nbsp;'''click&nbsp;'''"Reasons" under it.&nbsp;The "Reasons" index page opens.&nbsp;<br/> 2.&nbsp;'''Click '''the "View Details"&nbsp;eye&nbsp;icon next for&nbsp;the "Reason"''&nbsp;''you want to open. For example, "Legal Approval Required". The "Reasons" Details page opens.
+<div class="image-green-border">[[File:8.0-Reasons-Index-Eye.png|720px|8.0-Reasons-Index-Eye.png]]</div>
+.&nbsp; '''Click "'''Edit" on the top right. The "Edit Reason"''page opens.''
+<div class="image-green-border">[[File:8.0-Reasons-Edit-page-Highlighted.png|720px|8.0-Reasons-Edit-page-Highlighted.png]]</div>
+.&nbsp;&nbsp;'''Modify '''the fields as required on the "Details" tab.<br/> 6.&nbsp;&nbsp;'''Click "'''Next". The "Verify" tab opens.<br/> 7.&nbsp;&nbsp;'''Verify '''the entered details and '''click '''"Update". The Reason is updated.
+<div class="image-green-border">[[File:8.0-Reasons-Edit-page-Verify.png|420px|8.0-Reasons-Edit-page-Verify.png]]<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
 &nbsp;
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] |
+'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]]&nbsp;| [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;

Contents

Reasons[edit]

Searching a Reason[edit]

Creating a Reason[edit]

Details tab[edit]

Editing a Reason[edit]

Latest revision as of 10:23, 9 June 2022

Contents

Reasons

Searching a Reason

Creating a Reason

Editing a Reason

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