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= Reasons =
 
= Reasons =
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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 ==
 
== Searching a Reason ==
  
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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/> <br/> To search a reason:
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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;
  
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1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.
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To search for a reason:<br/> 1.&nbsp;'''Click '''the "Configure" navigation menu on the top and '''click '''"Reasons" under it.&nbsp;
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<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>  
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2. Search for a particular currency by using any of the following options:
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Alternatively, type the keywords in the "Refine Search here"''&nbsp;''field. A list of relevant reasons is displayed.
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*'''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.
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*'''Click''' the ''box'' to select specific item. A list of reasons relevant to the item is displayed.  
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*'''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.
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Alternatively, '''type''' the keywords in the ''Refine Search here''&nbsp;field.&nbsp;A list of relevant reasons is displayed.
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<div class="image-green-border">[[File:Searching a reason 7.8.PNG]]</div>
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'''Enhancing your search'''
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To narrow down your search, you can use any of the following methods as well:
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{|
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! '''Field'''
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! '''Action'''
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|-
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| "..."
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| '''Type''' the search term in double quotation marks.<br/> It shows existing reasons that include the exact search term.
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|-
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| *...*
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| '''Type''' the search term in star characters.<br/> It shows existing currencies that include the exact search term.
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|-
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| *...
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| Add a Prefix * to the search term.<br/> It shows existing reasons that end with this term.
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|-
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| ...*
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| Add a Suffix * to the search term.<br/> It shows existing reasons that start with this term.
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|}
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'''Viewing the saved search terms'''
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View your saved search terms with the following:
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*In the More Searches box, select your saved search, and '''click'''&nbsp;the ''Add to Favorites'' icon&nbsp;to mark the search term as favorite.  
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*You can find your marked favorites below the tiles.  
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== Creating&nbsp;a Reason ==
 
== Creating&nbsp;a Reason ==
  
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ICM allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.
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Users can create "Reasons" to track a particular rejection involved in the clause, template, attributes, and so on.
  
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To create a reason:
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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;
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<div class="image-green-border">[[File:8.0-Reasons-Create-page-Highlighted.png|720px|8.0-Reasons-Create-page-Highlighted.png]]</div>
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'''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;''
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<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>
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4.&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.
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<div class="image-green-border">'''&nbsp;[[File:8.0-Reasons-Create-page-Verify.png|480px|8.0-Reasons-Create-page-Verify.png]]'''</div>
  
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1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page opens.
 
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2. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page opens.
 
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=== <font size="3">Details</font> ===
 
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1. Provide appropriate details as follows in the ''Details'' tab.
 
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*'''Type''' an appropriate ''code for the reason'''''&nbsp;'''In the ''Code'' box.
 
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*'''Type''' the ''appropriate details for the reason'''''&nbsp;'''in the ''Heading'' box,.
 
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<div class="image-green-border">[[File:Create a Reason 7.8.PNG]]</div>
 
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2. '''Click '''''Next ''go to the ''Verify ''tab.
 
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=== <font size="3">'''Verify'''</font> ===
 
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1. In the ''Verify ''tab, verify the information.
 
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2.&nbsp;'''Click''' ''Save ''to save the newly created reason.
 
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<div class="image-green-border">[[File:Create a reason verify tab 7.8.PNG]]</div>
 
 
== Editing a Reason ==
 
== Editing a Reason ==
  
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With ICM, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.
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Users can edit the existing Reasons involved in rejecting a clause, template, attribute, and so on.
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To edit a reason:
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1. On the ''User Administration'' page, '''click''' the ''Reasons'' tile. The ''Reasons'' page opens. A List of reasons is displayed.
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2. '''Click'''&nbsp;the ''View Record'' icon&nbsp;next to the appropriate reason. The ''Reasons Details'' page opens.
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3. '''Click''' ''Edit'' button. The ''Edit Reason&nbsp;''page opens'''.'''
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4. In the ''Details'' tab, update appropriate information as follows
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<div class="image-green-border">[[File:Edit reason 7.8.PNG]]</div>
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5. In the ''Code'' box, '''type''' the appropriate code for the reason.
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6. In the ''Heading'' box, '''type''' the appropriate details for the reason.
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7. '''Click''' ''Next'' to go the ''Verify'' tab. Verify the details.&nbsp;
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8.'''&nbsp;Click''' ''Update'' to update the reason.&nbsp;The updated content is displayed on the ''Reasons ''page.
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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.
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<div class="image-green-border">[[File:Edit reason Update button 7.8.PNG]]</div> <div class="image-green-border">&nbsp;</div>  
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<div class="image-green-border">[[File:8.0-Reasons-Index-Eye.png|720px|8.0-Reasons-Index-Eye.png]]</div>
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3.&nbsp; '''Click "'''Edit" on the top right. The "Edit Reason"''page opens.''
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<div class="image-green-border">[[File:8.0-Reasons-Edit-page-Highlighted.png|720px|8.0-Reasons-Edit-page-Highlighted.png]]</div>
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5.&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.
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<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>  
 
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'''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;| [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;|
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'''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;

Latest revision as of 11:23, 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. 

8.0-Reasons-menu.png
 
 The "Reasons" index page opens.
8.0-Reasons-1-Index-page.png

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.
 
8.0-Reasons-2-Index-page-search.png

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. 

8.0-Reasons-Create-page-Highlighted.png

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. 

8.0-Reasons-Create-page.png
 

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.

 8.0-Reasons-Create-page-Verify.png

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.

8.0-Reasons-Index-Eye.png

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

8.0-Reasons-Edit-page-Highlighted.png

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.

8.0-Reasons-Edit-page-Verify.png
 
 
 
 

 

 

Related Topics: Agreement Management | Managing Organization | Managing Users | Managing User Groups | Managing Security Groups | Application Settings | Notification Settings | Currencies | Search Sync | Legacy Upload 

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