Home[edit]


= Home =

The Home page is always the first screen you see when you log on to ICM. It presents a snapshot of your tasks - through the Home page tiles (also referred to as the Key Performance Indicators or KPI tiles) you chose to add - and let you access various features of ICM that you have the privileges for.

You can arrange the Home page tiles in an alphabetical order during initial provisioning i.e. when user logs in for the first time. The user can have 10 tiles pinned to the Home page. The ''Tasks'' tile, however, always remains first in the sequence since it is a very&nbsp;important KPI for every user. You can always manually reconfigure the position of the remaining 9 tiles on the Home page.
<div class="image-green-border">[[File:Home.PNG|720px|Home]]</div> 
From the Home page you can:

*'''Launch '''a feature you have access to by clicking on any of the Feature tiles. 
*'''Go '''to the ''Details'' page of a specific entity directly. Typing&nbsp;the first few letters of the entity name in the ''Search'' bar displays matching results in a chronological&nbsp;order. '''Click '''the required entity to view its ''Details'' page or navigate to the ''Advanced Search'' page by clicking the ''View all ''link. 
*'''Refresh '''the Home page to ensure you have the most current view. The time the Home page was last refreshed is shown above the KPI tiles and is based on the time zone you have set in Preferences. See Navigating in ICM for details on setting preferences. 
*'''Select''' the Home page tiles&nbsp;you would like to add and remove from the Home page. You can drag the tiles around to change their position. The ''Tasks'' tile is available by default and it can neither be moved nor deleted. Tasks are specific actions that the logged in user needs to perform. These actions taken depend on the role of the user, type of task it is and the state the record is in.&nbsp; 
<div class="image-green-border">&nbsp;</div> 
=== Editing Home page tiles ===

The Home page&nbsp;tiles show entities that are in various stages, for example, Templates and Clauses pending approval, Agreements pending execution or expiring in the next 90 days.

A saved search with Home page tile option selected, can be added on the&nbsp;Home page as a tile. Refer to Advanced Search for details on saving a search.

To select the tiles that should be displayed on the Home page:

1.&nbsp;'''Click '''''Edit Dashbaord'''''&nbsp;'''&nbsp;to customize the Home page tiles as per your requirement.&nbsp;
<div class="image-green-border">[[File:1080px-Dashboard 2 Home.png|720px|Dashboard 2]]</div> 
2.&nbsp;'''Add '''a new Home page tile by selecting it from the drop-down&nbsp;list and move it to the&nbsp;''Drag and Drop Here'''''&nbsp;'''box.The records that are shown in the list are marked as Home page tiles in your saved searches.

3.&nbsp;'''Remove''' an existing Home page tile by dragging it to the&nbsp;''Drop here to Remove'''''&nbsp;'''box.

4. '''Click&nbsp;'''''<b>Save</b> ''or ''Cancel'':

*'''Click''' the ''Save'' [[File:Icon Save.JPG|Save icon]] icon to reflect the changes made on the Home page. 
*'''Click''' the ''Cancel'' [[File:Icon Cancel-Cross.JPG|Cancel icon]] icon to exit to the Home page without saving. 

=== User Tasks ===

The ''Tasks'' tile on the Home page allows you to:

*Ease of access to task level data by filtering and sorting it 
*Driving tasks to timely closure 
*Improved user experience for better understanding of the task level data 
<div class="image-green-border">[[File:SP7 User Tasks - Grid View Home.png|720px|SP7 User Tasks - Grid View]]</div> 
In ICM, tasks are generated for:&nbsp;

*Approval 
*Deviation Approval 
*Internal Signature 
*External Signature 
*Internal Review 
*External Review 
*Contract Request Submitted 

The Administrator configures the SLA for the following actions based on the Contract Type.

The following columns are displayed&nbsp;:

*Task (for example, Approval, External Signature) 
*Entity Name 
*Entity Code 
*Entity Type 
*Due By 
*Primary Owner 
*Task Created On 
*Entity Created On 

You can navigate to the Entity by clicking the Task. Each of the columns can be filtered and sorted.

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== Widget-based Home page ==

A new layout has now been designed which allows users to switch to a widget-based Dashboard layout in view of providing a comprehensive look of business information on the Home page. This has improved the user experience and usability especially around complex navigation and performing multiple clicks to achieve a seemingly simple task. Users are now able to view recent activities, saved search, notifications upfront on the dashboard in addition to their list of tasks and KPIs/reports.
<div class="image-green-border">[[File:ICM Widget-based Dashboard 01.jpg|RTENOTITLE]]</div> 
The widget-based Dashboard offers the following widgets:

#'''Performance Metric:''' displays all the KPIs to which the user has access. These include Saved Search KPIs and Report KPIs. 
#'''My Tasks:''' 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. 
#'''Notification:''' 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. 
#'''My Recent Activities:''' 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). 
#'''Saved Search:''' displays the searches saved on the ''Search'' page. 

Default ''Dashboard'' settings will depend on the settings implemented in your organization.

To switch between the two dashboard layouts:

#'''Log on''' to ICM, the ''Home'' page opens. 
#'''Click''' the arrow next to your username, a drop-down menu opens. 
<div class="image-green-border">[[File:ICM Widget-based Dashboard 02.png|RTENOTITLE]]</div> <ol start="3">
<li>'''Click''' ''Preferences'', the ''My Preferences'' window opens.</li>
<li>On the ''My Settings'' tab, '''select''' the ''Widget'' option from the drop-down next to ''Dashboard Layout''.</li>
</ol>
<div class="image-green-border">[[File:ICM Widget-based Dashboard 03.png|RTENOTITLE]]</div> <ol start="5">
<li>'''Click''' ''Save''. The ''User Settings saved successfully'' message will be displayed.</li>
<li>You can now view the ''Dashboard'' as per your saved preferences.</li>
</ol>

=== Adding a widget to the Home page ===

To add a widget to the Home page:

#'''Click''' the ''Edit Dashboard'' button on the right-hand side of the page. The ''Dashboard'' switches to edit mode. 
<div class="image-green-border">[[File:ICM Widget-based Dashboard 04.png|RTENOTITLE]]</div> <ol start="2">
<li>'''Click''' the ''Add Widget'' button. The ''Add Widgets to Dashboard'' window opens.</li>
</ol>
<ol start="3">
<li>From the list of widgets, '''select''' the one you want to add to the ''Dashboard''. For example, ''All Agreements, All Contract Requests, Approved Sales Orders''. A green tick appears next to the selected list items.</li>
</ol>
<div class="note-box">'''Note:''' 10 widgets can be added. In the example, as we have selected 5 widgets, the ''5 More widget(s) can be added'' message is being displayed. If 10 widgets were added, then the ''No more widgets can be added'' message is displayed.</div> <ol start="4">
<li>'''Click''' the ''Add'' button. The added widgets appears on the Home page.</li>
</ol>
<div class="image-green-border">[[File:ICM Widget-based Dashboard 07.png|RTENOTITLE]]</div> <ol start="5">
<li>'''Select''' a size of the widget. For example, ''Small, Medium Large''. By default, the ''Small'' widget size is displayed.</li>
</ol>

You can change the sequence of the widgets by dragging the tiles around to change their position on the Home page based on your requirement.

To remove a widget, '''click''' the X icon of that widget. The removed widget no longer appears on the Home page''.''

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'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] |&nbsp;[[Clause_Management|Clause Management]] | [[Configuration|Configuration]]&nbsp;|&nbsp;[[Reports|Reports]] |&nbsp;[[Power_BI_Integration_with_ICM|Advanced Analytics]] &nbsp;[[User_Administration|User Administration]]&nbsp;|&nbsp;[[ICI_Tools]] | [[Icertis_Business_Apps]] | [[AIML]] | [[ICI_Add-ins]] | [[Integrations]] | [[ICI_Mobile_App]] | [[ICI_BOT]] | [[Release_Notes]] |&nbsp;[[Using_Advanced_Search|Advanced Search]] |&nbsp;[[Agreement_Details_Page|Agreement Details]]&nbsp;| [[Notifications_Dashboard|Notifications]] |&nbsp;&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;|