From ICIHelp8.2
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{{#tree:
 
{{#tree:
 
*[[ICM Dashboard]]
 
*[[ICM Dashboard]]
−
**View Dashboard
+
**[[View Dashboard]]
−
***[[View Dashboard]]
+
**[[Edit KPI Tiles on Dashboard]]
−
**Edit KPI Tiles on Dashboard
+
−
***[[Edit KPI Tiles on Dashboard]]
+
 
*[[Requests]]
 
*[[Requests]]
−
**Search an Existing Request
+
**[[Search an Existing Request]]
−
***[[Search an Existing Request]]
+
**[[View Request Status]]
−
**View Request Status
+
−
***[[View Request Status]]
+
 
**Create a Request
 
**Create a Request
 
***[[Create a New Request]]
 
***[[Create a New Request]]
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***[[Approve a Request]]
 
***[[Approve a Request]]
 
***[[Add Notes]]
 
***[[Add Notes]]
−
**Edit a Request
+
**[[Edit a Request]]
−
***[[Edit a Request]]
+
*[[Agreements]]
−
 
+
**Search Contracts/Agreements
 +
***[[Search Contracts/Agreements]]
 +
***[[Create Smart Links]]
 +
***[[Save Your Search Results]]
 +
**Create a Contract/Agreement
 +
***[[Create a Fresh Contract/Agreement]]
 +
***[[Create a Contract/Agreement from Contract Request]]
 +
***[[Copy an Existing Agreement]]
 +
***[[Add Supporting Documents to Your Contract/Agreement]]
 +
***[[Add Commitments to Your Contract/Agreement]]
 +
***[[Set Auto-Expiry of a Contract/ Agreement]]
 +
***[[Download and Print Contract/Agreement Information]]
 +
***[[Send a Message]]
 +
**[[Edit a Contract/Agreement]]
 +
**Delete a Contract/Agreement
 +
***[[Delete a Contract/Agreement]]
 +
***[[Cancel a Contract/Agreement]]<br/>
 +
**Add Team to Your Contract/Agreement
 +
***[[Add and Remove Approvers]]
 +
***[[Enable and Disable Approvers]]
 +
**Review and Approve/Reject a Contract/Agreement
 +
***[[Send a Contract/Agreement for Review]]
 +
***[[Review a Contract/Agreement]]
 +
***[[Approve a Contract/Agreement]]
 +
***[[Reject a Contract/Agreement]]
 +
***[[Add Notes]]
 +
***[[Delegate an Agreement Approval/Review]]
 +
**Deviation in Clauses
 +
***[[Review Deviated Clauses]]
 +
***[[Approve Deviated Clauses]]
 +
***[[Add Manual Deviation]]
 +
**Execute a Contract/Agreement
 +
***[[Fulfil a Commitment]]
 +
***[[Send an Agreement to External/Third Party Signature]]
 +
***[[Electronic Signature for Own Paper]]
 +
***[[Electronic Signature for Third Party Paper]]
 +
***[[Manual Signature]]
 +
**Terminate a Contract/Agreement*
 +
***[[Post - Execution Review of an Agreement/Contract]]*
 +
***[[Terminate an Agreement]]
 +
**[[Add Amendment to a Contract/Agreement]]
 +
**Upload Agreements Using MS Excel
 +
***[[Install ICM Excel Add-In]]
 +
***[[Log In to ICM Excel Add-In]]
 +
***[[Upload Agreements Using ICM Bulk Insert]]
 +
*[[Notifications]]
 +
**[[Notification Tabs]]
 +
**[[View Notifications]]
 +
*[[Reports]]
 +
**[[Types of Reports]]
 +
**[[Generate a Report]]
 +
*[[Contract Types]]
 +
**[[Search a Contract Type]]
 +
**Create a Contract Type
 +
***[[Create a Structure of Supporting Documents for a Contract/Agreement]]
 +
***[[Create a Structure of a Contract/Agreement]]
 +
***[[Create a Structure of a Contract Request]]
 +
***[[Create a Structure of Masterdata]]
 +
**Approve/Reject a Contract Type
 +
***[[Send the Contract Type for Approval]]
 +
***[[Approve/Reject a Contract Type]]
 +
***[[Publish a Contract Type]]
 +
**[[Edit a Contract Type]]
 +
*[[Clauses]]
 +
**[[Search a Clause]]
 +
**[[Create a Clause]]
 +
**Approve/Reject a Clause
 +
***[[Send a Clause for Approval]]
 +
***[[Approve/Reject a Clause]]
 +
**[[Edit a Clause]]*
 +
*[[Templates]]
 +
**[[Search a Template]]
 +
**[[Upload a Template in ICM]]
 +
** Create a Template using Microsoft Word
 +
***[[Install ICM Word Add-in]]
 +
***[[Create a Template in ICM Word Add-in]]
 +
**Approve/Reject a Template
 +
***[[Send a Template for approval]]
 +
***[[Approve/Reject a Template]]
 +
**Edit a Template
 +
***[[Edit a Template in ICM]]
 +
***[[Edit a Template in ICM Word Add-in]]
 +
***[[Add a rule based clause]]
 +
*[[Administrator]]
 +
**[[Manage Organization Data]]
 +
**Organization Structure
 +
***[[Add and Organization Unit]]
 +
**Organization Groups
 +
***[[Search an Organization Group]]
 +
***[[Create an Organization Group]]
 +
**User Management
 +
***[[Create a New User]]
 +
***[[Provision for a User]]
 +
***[[Edit an Existing User]]
 +
***[[De-provision a User]]
 +
***[[Replace a User]]
 +
***[[Re-provision for a User]]
 +
**User Groups
 +
***[[Search a User Group]]
 +
***[[Create a User Group]]
 +
**[[View and Edit User Roles]]*
 +
**[[View and Edit User Role Action Mapping]]*
 +
**Security Groups
 +
***[[Search a Security Group]]
 +
***[[Create a Security Group]]
 +
***[[Edit a Security Group]]
 +
**[[Edit Application Settings]]
 +
**Notification Settings*
 +
***[[Create Notification Categories]]
 +
***[[Edit Notification Categories]]
 +
***[[Create a Subscription]]
 +
***[[Edit a Subscription]]
 +
**Currencies
 +
***[[Search a Currency]]
 +
***[[Create a Currency]]
 +
***[[Edit a Currency]]
 +
**Reasons
 +
***[[Search a Reason]]
 +
***[[Create a Reason]]
 +
***[[Edit a Reason]]
 +
*[[Setup]]
 +
**Attribute
 +
***[[Add an Attribute]]
 +
***[[Edit an Attribute]]
 +
**Rule
 +
***[[Create a Rule]]
 +
***[[View/Edit Rules]]
 +
***[[Create a Contract Type Selection Rule]]
 +
***[[Create a Template Selection Rule]]
 +
***[[Create an Approval Rule]]
 +
***[[Create a Dynamic Attribute Rule]]
 +
***[[Create a Dynamic Association Rule]]
 +
***[[Create an Event Rule]]
 +
***[[Create a Contract Admin Rule]]
 +
***[[Create a Notification Rule]]
 +
**Masterdata
 +
***[[Create Masterdata]]
 +
***[[Search Masterdata]]
 +
***[[Edit Masterdata]]
 
}}
 
}}

Revision as of 14:03, 14 April 2016

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