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== 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/> Option 1:<br/> To search 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 ICI, you can use various options given below, including the dynamic search feature, to find the desired reason.<br/> <br/> To search a reason:
  
 
1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.
 
1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.
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[[File:Adm.jpeg|RTENOTITLE]]
 
  
 
2. Search for a particular currency by using any of the following options:
 
2. Search for a particular currency by using any of the following options:
  
 
*'''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.  
 
*'''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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[[File:Search For a Reason-Results.jpg|RTENOTITLE]]
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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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[[File:Search For a Reason-Results 2.jpg|RTENOTITLE]]
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&nbsp;
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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.  
 
*'''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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[[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;
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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 gr actions.png|720px|RTENOTITLE]]</div>  
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=== '''Enhancing your search''' ===
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'''Enhancing your search'''
  
 
To narrow down your search, you can use any of the following methods as well:
 
To narrow down your search, you can use any of the following methods as well:
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|}
 
|}
  
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=== '''Viewing the saved search terms'''<br/> &nbsp; ===
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'''Viewing the saved search terms'''
  
 
View your saved search terms with the following:
 
View your saved search terms with the following:
  
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*In the More Searches box, select your saved search, and '''click''' [[File:Fav.jpeg|RTENOTITLE]] to mark the search term as favorite.  
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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.  
 
*You can find your marked favorites below the tiles.  
 
*You can find your marked favorites below the tiles.  
  
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= Creating&nbsp;a Reason =
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== 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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ICI allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.
  
 
To create a reason:
 
To create a reason:
  
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1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.
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1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page opens.
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<div class="image-green-border">[[File:Adm.jpeg|RTENOTITLE]]</div>
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2. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page appears.
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2. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page opens.
  
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=== <font size="3">'''Details tab'''</font> ===
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=== <font size="3">Details</font> ===
  
 
1. Provide appropriate details as follows in the ''Details'' tab.
 
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.  
 
*'''Type''' an appropriate ''code for the reason'''''&nbsp;'''In the ''Code'' box.  
 
*'''Type''' the ''appropriate details for the reason'''''&nbsp;'''in the ''Heading'' box,.  
 
*'''Type''' the ''appropriate details for the reason'''''&nbsp;'''in the ''Heading'' box,.  
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<div class="image-green-border">[[File:Create Reason - Details.png|RTENOTITLE]]</div>  
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<div class="image-green-border">[[File:Create a Reason 7.8.PNG|RTENOTITLE]]</div>  
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2. Click '''Next''' go to the '''Verify''' tab.
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2. '''Click '''''Next ''go to the ''Verify ''tab.
  
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&nbsp;
  
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<font size="3">'''Verify tab'''</font>
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=== <font size="3">Verify</font> ===
  
 
1. In the ''Verify ''tab, verify the information.
 
1. In the ''Verify ''tab, verify the information.
  
 
2.&nbsp;'''Click''' ''Save ''to save the newly created reason.
 
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|560px|RTENOTITLE]]</div>  
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<div class="image-green-border">[[File:Create Reason - Verify.png|RTENOTITLE]]</div>  
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== 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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With ICI, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.
  
 
To edit a reason:
 
To edit a reason:
  
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<font size="2">'''Search the reason to be edited'''</font>
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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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1. On the ''User Administration'' page, '''click''' the ''Reasons'' tile. The ''Reasons'' page opens.
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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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[[File:Adm.jpeg|RTENOTITLE]]
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3. '''Click''' ''Edit'' button. The ''Edit Reason&nbsp;''page opens'''.'''
  
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[[File:Reason.jpeg|RTENOTITLE]]
 
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<font size="2">'''Edit the reason'''</font>
 
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2. '''Click''' [[File:Eyeball.png|RTENOTITLE]] next to the appropriate reason. The ''Reasons Details'' page opens.
 
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3. '''Click''' ''Edit'' button. The ''Edit Reason'''''page opens.'''
 
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<div class="image-green-border">[[File:Edit reas.jpg|RTENOTITLE]]</div>
 
 
4. In the ''Details'' tab, update appropriate information as follows
 
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|560px|RTENOTITLE]]</div>  
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<font size="2">'''Details tab'''</font>
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5. In the ''Code'' box, '''type''' the appropriate code for the reason.
 
5. In the ''Code'' box, '''type''' the appropriate code for the reason.
  
 
6. In the ''Heading'' box, '''type''' the appropriate details for the reason.
 
6. In the ''Heading'' box, '''type''' the appropriate details for the reason.
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<div class="image-green-border">[[File:Edit reas 2.jpg|RTENOTITLE]]</div>
 
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<font size="2">'''Verify tab'''</font>
 
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'''Click''' ''Next'' to go the ''Verify'' tab.
 
  
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Verify the details, and '''click''' ''Update'' to update the reason.
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7. '''Click''' ''Next'' to go the ''Verify'' tab. Verify the details.&nbsp;
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<div class="image-green-border">[[File:Edit reas 3.jpg|RTENOTITLE]]</div>
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The updated content appears in reason heading.
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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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<div class="image-green-border">[[File:Edit reason Update button 7.8.PNG|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
 
&nbsp;
 
&nbsp;
  
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&nbsp;
 
&nbsp;
  
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'''Related Topics: '''[[Agreement_Management|Agreement Management]] |
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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;|

Latest revision as of 09:37, 12 September 2020

Reasons

Searching a Reason

You may want to search a specific reason for which an agreement is being rejected or a contract type is being rejected.
In ICI, you can use various options given below, including the dynamic search feature, to find the desired reason.

To search a reason:

1. Click the Reasons tile on the User Administration page. The Reasons page appears.

2. Search for a particular currency by using any of the following options:

  • Click the Select Field list under Search For, and then select appropriate item. Refer to the area highlighted in the image below.
    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.
  • Click the box to select specific item. A list of reasons relevant to the item is displayed.
  • Type relevant keyword in the Custom Keyword box to narrow your search further, and click Apply.
    While entering a custom keyword, follow the guidelines as shown in the image below.

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

RTENOTITLE

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.
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.

Viewing the saved search terms

View your saved search terms with the following:

  • In the More Searches box, select your saved search, and click the Add to Favorites icon to mark the search term as favorite.
  • You can find your marked favorites below the tiles.

Creating a Reason

ICI allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.

To create a reason:

1. Click the Reasons tile on the User Administration page. The Reasons page opens.

2. Click the Create Reason tile. The Create Reason page opens.

Details

1. Provide appropriate details as follows in the Details tab.

  • Type an appropriate code for the reason In the Code box.
  • Type the appropriate details for the reason in the Heading box,.
RTENOTITLE

2. Click Next go to the Verify tab.

 

Verify

1. In the Verify tab, verify the information.

2. Click Save to save the newly created reason.

RTENOTITLE

Editing a Reason

With ICI, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.

To edit a reason:

1. On the User Administration page, click the Reasons tile. The Reasons page opens. A List of reasons is displayed.

2. Click the View Record icon next to the appropriate reason. The Reasons Details page opens.

3. Click Edit button. The Edit Reason page opens.

4. In the Details tab, update appropriate information as follows

RTENOTITLE

5. In the Code box, type the appropriate code for the reason.

6. In the Heading box, type the appropriate details for the reason.

7. Click Next to go the Verify tab. Verify the details. 

8. Click Update to update the reason. The updated content is displayed on the Reasons page.

RTENOTITLE
 

 

 

 

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

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