Revision as of 04:24, 18 February 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

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.

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.

Global Search Bar

The search bar is displayed when the main menu is set to “Show Menu”.
Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.

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

Top-right menu

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.

Available Widgets

Personalized Widgets

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

What would you like to do?
My Recent Activities
My Tasks
Notifications

Note: The options displayed in the "What would you like to do?" widget require technical configuration.

Report Widgets

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

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

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" button.
2. Click and drag the "Move" icon to move the widget.

Adding Widgets

1. Click the "Edit Dashboard" button.
2. Click the "Add Widgets" button.
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" button.
2. Click and drag the "Resize" icon 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.

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" and "Actions" icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.

@@ Line 1: / Line 1: @@
 = Home&nbsp; =
@@ Line 5: / Line 4: @@
 == Purpose ==
-The ICI Dashboard on the Home page is completely configurable. It can be designed as per your requirement to set up your workspace. The flexibility offered by the dashboard helps you arrange and manage its different widgets to be the best starting point for your business needs.
+The Home page of Icertis Contract Intelligence or your personal dashboard is designed with the following goals:
+*Track tasks&nbsp;
+*Take actions
+*Access information of importance<br/> &nbsp;
 == Configuration ==
-Your administrator or implementation team would set up the dashboard according to your business needs. How the dashboard looks and which widgets are displayed, depends on the access you have based on your organization's settings, your user role, business&nbsp;area, and so on. Administrators will configure the default dashboard for you which you can further customize with available widgets.&nbsp;Refer to [[Dashboard_Configuration|Dashboard Configuration]]&nbsp;for more details on how admin users can configure dashboards.
+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.&nbsp;
+*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|Dashboard Configuration]] for information on configuring dashboards for your users.
+== 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.<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.
+<div class="image-green-border">[[File:8.0-home-collapsible-menu.png|520px]]</div> <div class="image-green-border">&nbsp;</div>
+== Global Search Bar ==
+<div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”.<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]]<br/> <br/> You can access Advanced Search through its dedicated link on the home page.&nbsp;</div> <div class="image-green-border">
+&nbsp;
+</div>
 == Top-right menu ==
-<div class="image-green-border">[[File:8.0-home-top-right.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-home-top-right.PNG|720px|8.0-home-top-right.PNG]]</div>
-*'''Create''': The Create Workbench is a button which provides a single location to initiate work items which saves multiple navigation clicks. The options available here are dynamically controlled based on the user permissions. For Admins (based on permissions) this menu will also provide options such as creation of new users, groups, dashboard, masterdata, and so on.
+*'''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.&nbsp;
+*'''Notifications''': This bell icon indicates Notifications where a red dot signifies new/unread messages and clicking it will direct you to the [[Notifications_Dashboard]].&nbsp;
-*'''Activity''': The&nbsp;user-and-time icon indicates the Activity Panel, which opens a drawer and can be refreshed to reflect the latest activities.
+*'''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|Basic_Set_Up]] for more details.
+*'''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.
-== Widgets you can add ==
+== Available Widgets ==
-These are the widgets which you can add to your dashboard. Some widgets, for example the Sourcing widget on RFx's, would be based on the area of ICI that you have purchased.
+=== Personalized Widgets ===
-<div class="image-green-border">[[File:Dashboard.png|726px|Dashboard.png]]</div>
-The default widgets are:
-*'''What would you like to do?'''&nbsp;Displays shortcuts to the most frequently performed actions by the user, for example, "Create Agreement", "View Agreement".
+Here’s a list of widgets that display information directly associated with you:
-*'''My Recent Activities''':&nbsp;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).
-*'''My Tasks''':&nbsp;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. In tasks are generated for the following actions:
-**Approval
-**Deviation Approval
-**Internal Signature
-**External Signature
-**Internal Review
-**External Review
-**Contract Request Submitted
-*'''Notifications''':&nbsp;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.
-You can also add any of these reports as widgets:
+*What would you like to do?
+*My Recent Activities
+*My Tasks
+*Notifications
+<div class="note-box">'''Note''': The options displayed in the "What would you like to do?" widget require technical configuration.</div>
+&nbsp;
+=== Report Widgets ===
+Many report-based widgets including Power BI reports can be added to the dashboard. Here’s a list:
 *[[Legal_and_Compliance|Agreement Deviation Report]]
@@ Line 53: / Line 64: @@
 *[[Admin_Reports|User Login Report]]
-*Saved searches can also be added as widgets.&nbsp;Users which are a part of the security group for a saved search can add it as a dashboard widgets if they have access to the instance, irrespective of their KPI privileges.&nbsp;Refer [[Saved_Searches|Saved_Searches]] for details on how to save a search result.&nbsp;Similar to ICI platform entities, saved searches containing any Business Apps entities such as RFx/RFI in Sourcing can be added as a widget to your dashboard.
+Depending on the size of the widget, the reports are displayed in graphical form or as KPIs.
+<div class="image-green-border">[[File:8.0-reports-widgets.png|520px]]</div> <div class="image-green-border">&nbsp;</div>
+=== Saved Searches Widgets ===
+<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]] for information on how to save a search result.</div> <div class="image-green-border">&nbsp;</div>
+=== Business Application Widgets&nbsp; ===
+<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.</div>
 &nbsp;
+== Working with Widgets ==
-=== Editing the Dashboard ===
+Here’s what you can do with widgets:
-You can enable the edit mode by clicking "Edit&nbsp;Dashboard".
+*Moving Widgets
-<div class="image-green-border">[[File:Edit Dashboard.png|726px|Edit Dashboard.png]]</div>
+*Adding Widgets
-In edit mode, you can:
+*Resizing Widgets
+*Widget Interactions
-*Resize widgets by clicking the resize icon
+=== Moving Widgets ===
-*Move around and arrange widgets by double-clicking anywhere on the widgets
-*Delete the widget by clicking the cross icon
-<div class="image-green-border">[[File:Edit Dashboard Options.png|726px|Edit Dashboard Options.png]]</div> <div class="image-green-border">
-'''Clicking''' Add Widgets&nbsp;opens the "Add Widgets" drawer. From the list of widgets, '''select''' the one you want to add to the Dashboard.&nbsp; You can add up to 10 widgets.&nbsp;
-</div> <div class="image-green-border">[[File:Add Arrange Widgets.png|726px|Add Arrange Widgets.png]]</div>
-To arrange the widgets in the best possible way according to their sizes '''click''' the "Auto Arrange" button.
-You can click the "View More" link on any widget to open the results, for example a saved search, in a new page.
+. Click the "Edit Dashboard"&nbsp;button.<br/> 2. Click and drag the "Move"&nbsp;icon to move the widget.
-&nbsp;
+=== Adding Widgets ===
+. Click the "Edit Dashboard" button.<br/> 2. Click the "Add Widgets" button.<br/> 3. From the list of widgets, select one or more widgets you want to add to the Dashboard.
+=== Resizing Widgets ===
+.&nbsp;&nbsp; &nbsp;Click the "Edit Dashboard"&nbsp;button.<br/> 2.&nbsp;&nbsp; &nbsp;Click and drag the "Resize"&nbsp;icon 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.
+=== Widget Interactions ===
-=== Visuals available for widgets ===
+"Three-dots" icons displays the following Actions:
-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 and Actions icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.<br/> <br/> Click the three-dots icon to open a menu with the following Actions:
+*Preview Document
+*View Smart Links
+*Copy Record
+*View Details
-*Preview Document: Opens a preview of the document in a drawer on the right side of the same page.
+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" and "Actions" icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.
-*View Smart Links:&nbsp;Opens a preview of the smart links available for the record, in a drawer on the right side of the same page.
-*Copy Record: Creates a copy of the record and opens a new page with the record in "Draft" state.
-*View Details: Opens the "Details" page of the record in a new tab.<br/> &nbsp;
 &nbsp;

Contents

Home [edit]

Purpose[edit]

Configuration[edit]

Collapsible Main Menu[edit]

Global Search Bar[edit]

Top-right menu[edit]

Available Widgets[edit]

Personalized Widgets[edit]

Report Widgets[edit]

Saved Searches Widgets[edit]

Business Application Widgets [edit]

Working with Widgets[edit]

Moving Widgets[edit]

Adding Widgets[edit]

Resizing Widgets[edit]

Widget Interactions[edit]

Revision as of 04:24, 18 February 2022

Contents

Home

Purpose

Configuration

Collapsible Main Menu

Global Search Bar

Top-right menu

Available Widgets

Personalized Widgets

Report Widgets

Saved Searches Widgets

Business Application Widgets

Working with Widgets

Moving Widgets

Adding Widgets

Resizing Widgets

Widget Interactions

Navigation menu

Search