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To search a reason:<br/> 1. '''Click '''the ''User Administration ''> ''Reasons ''> ''Reasons ''tile on the ''Home ''page. The ''Reasons ''index page opens.<br/> 2. '''Select '''the ''Reason Code ''as search parameter in the ''Categories ''drop-down. A list of all reason codes is displayed in a ''Search Reason Code'' field.<br/> 3. '''Select '''the checkbox next to the desired reason code values. All matching records will be displayed. For example, ''Legal Approval Required ''and ''Date Changes Required''.<br/> 4. '''Enter '''specific value in the ''Custom keyword ''field and click ''Apply ''to filter your search further. For example, ''Legal''. Only ''Reason Codes'' containing Legal keyword are displayed. | To search a reason:<br/> 1. '''Click '''the ''User Administration ''> ''Reasons ''> ''Reasons ''tile on the ''Home ''page. The ''Reasons ''index page opens.<br/> 2. '''Select '''the ''Reason Code ''as search parameter in the ''Categories ''drop-down. A list of all reason codes is displayed in a ''Search Reason Code'' field.<br/> 3. '''Select '''the checkbox next to the desired reason code values. All matching records will be displayed. For example, ''Legal Approval Required ''and ''Date Changes Required''.<br/> 4. '''Enter '''specific value in the ''Custom keyword ''field and click ''Apply ''to filter your search further. For example, ''Legal''. Only ''Reason Codes'' containing Legal keyword are displayed. | ||
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Alternatively, type the keywords in the ''Refine Search here ''field. A list of relevant reasons is displayed. | Alternatively, type the keywords in the ''Refine Search here ''field. A list of relevant reasons is displayed. | ||
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To create a reason:<br/> 1. '''Click '''''User Administration'' > ''Reasons ''> ''Create Reason'' on the ''Home ''page. The ''Create Reason'' page opens.<br/> 2. '''Enter '''the reason code in the ''Code ''field on the ''Details ''tab. <br/> 3. '''Enter '''the reason heading in the ''Heading ''field on the ''Details ''tab. | To create a reason:<br/> 1. '''Click '''''User Administration'' > ''Reasons ''> ''Create Reason'' on the ''Home ''page. The ''Create Reason'' page opens.<br/> 2. '''Enter '''the reason code in the ''Code ''field on the ''Details ''tab. <br/> 3. '''Enter '''the reason heading in the ''Heading ''field on the ''Details ''tab. | ||
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4. '''Click '''''Next''. The ''Verify ''page opens.<br/> 5. '''Verify '''the entered details and click ''Save''. The ''Reason'' is created. | 4. '''Click '''''Next''. The ''Verify ''page opens.<br/> 5. '''Verify '''the entered details and click ''Save''. The ''Reason'' is created. | ||
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== Editing a Reason == | == Editing a Reason == | ||
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To edit a reason:<br/> 1. '''Click '''''User Administration ''> ''Reasons ''> ''Reason ''on the ''Home ''page. The ''Reasons ''index page opens.<br/> 2. '''Click '''the ''View Record'' icon next to ''Reason ''you want to open. For example, ''Legal Approval Required''. The ''Reasons Details ''page opens. | To edit a reason:<br/> 1. '''Click '''''User Administration ''> ''Reasons ''> ''Reason ''on the ''Home ''page. The ''Reasons ''index page opens.<br/> 2. '''Click '''the ''View Record'' icon next to ''Reason ''you want to open. For example, ''Legal Approval Required''. The ''Reasons Details ''page opens. | ||
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3. '''Click '''''Edit''. The ''Edit Reason ''page opens. | 3. '''Click '''''Edit''. The ''Edit Reason ''page opens. | ||
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5. '''Modify '''the fields as required on the ''Details ''tab.<br/> 6. '''Click '''''Next''. The ''Verify'' tab opens.<br/> 7. '''Verify '''the entered details and click ''Update''. The ''Reason ''is updated. | 5. '''Modify '''the fields as required on the ''Details ''tab.<br/> 6. '''Click '''''Next''. The ''Verify'' tab opens.<br/> 7. '''Verify '''the entered details and click ''Update''. The ''Reason ''is updated. | ||
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Revision as of 12:56, 12 November 2020
Reasons
Users can reject an agreement or contract type sent to them for their approval 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 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 provided its translated value is added in the system through Translations Editor or database upload.
To search a reason:
1. Click the User Administration > Reasons > Reasons tile on the Home page. The Reasons index page opens.
2. Select the Reason Code as search parameter in the Categories drop-down. A list of all reason codes is displayed in a Search Reason Code field.
3. Select the checkbox next to the desired reason code values. All matching records will be displayed. For example, Legal Approval Required and Date Changes Required.
4. Enter specific value in the Custom keyword field and click Apply to filter your search further. For example, Legal. Only Reason Codes containing Legal keyword are displayed.
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 clause, template, attributes and so on.
To create a reason:
1. Click User Administration > Reasons > Create Reason on the Home page. The Create Reason page opens.
2. Enter the reason code in the Code field on the Details tab.
3. Enter the reason heading in the Heading field on the Details tab.
4. Click Next. The Verify page opens.
5. Verify the entered details and click Save. The Reason is created.
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 User Administration > Reasons > Reason on the Home page. The Reasons index page opens.
2. Click the View Record icon next to Reason you want to open. For example, Legal Approval Required. The Reasons Details page opens.
3. Click Edit. The Edit Reason page opens.
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.
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 |
