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− | + | = Configuration = | |
− | The Configuration feature is | + | The Configuration feature is generally used by an administrator. The '''Configuration''' tile consists of the six tiles (that is Contract Types, Create Contract Type, Publish, Attribute Library, Rule, Master Data) that are offered as separate features.<br/> If you are an administrator, you can create attributes, set up rules, and create Masterdata. |
== Contract Types == | == Contract Types == | ||
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Contract type is a structure that you can use to create requests, clauses, templates, and agreements. In ICM, you can create four contract types, Contract requests, Agreements, Masterdata, and Associated documents. | Contract type is a structure that you can use to create requests, clauses, templates, and agreements. In ICM, you can create four contract types, Contract requests, Agreements, Masterdata, and Associated documents. | ||
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− | == | + | == Search a Contract Type == |
− | [[ | + | [[Search_a_Contract_Type|Search a Contract Type]]</font> |
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− | == | + | == Create a Contract Type == |
− | [[ | + | [[Create_a_Structure_of_Supporting_Documents_for_a_Contract/Agreement|Create a Structure of Supporting Documents for a Contract/Agreement]]<br/> [[Create_a_Structure_of_a_Contract/Agreement|Create a Structure of a Contract/Agreement]]<br/> [[Create_a_Structure_of_a_Contract_Request|Create a Structure of a Contract Request]]<br/> [[Create_a_Structure_of_Masterdata|Create a Structure of Masterdata]] |
− | [[ | + | |
− | [[ | + | |
− | == | + | == Approve/Reject a Contract Type == |
− | [[ | + | [[Send_the_Contract_Type_for_Approval|Send the Contract Type for Approval]]<br/> [[Approve/Reject_a_Contract_Type|Approve/Reject a Contract Type]]<br/> [[Publish_a_Contract_Type|Publish a Contract Type]] |
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+ | == Edit a Contract Type == | ||
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+ | [[Edit_a_Contract_Type|Edit a Contract Type]] | ||
== Attribute Library == | == Attribute Library == | ||
− | [[Add an Attribute]]<br/> | + | |
− | [[Edit an Attribute]] | + | [[Add_an_Attribute|Add an Attribute]]<br/> [[Edit_an_Attribute|Edit an Attribute]] |
== Rule == | == Rule == | ||
− | [[Create a Rule]] <br/> | + | [[Create_a_Rule|Create a Rule]]<br/> [[View/Edit_a_Rule|View/Edit a Rule]]<br/> [[Create_a_Contract_Type_Selection_Rule|Create a Contract Type Selection Rule]]<br/> [[Create_a_Template_Selection_Rule|Create a Template Selection Rule]]<br/> [[Create_an_Approval_Rule|Create an Approval Rule]]<br/> [[Create_a_Dynamic_Attribute_Rule|Create a Dynamic Attribute Rule]]<br/> [[Create_a_Dynamic_Association_Rule|Create a Dynamic Association Rule]]<br/> [[Create_an_Event_Rule|Create an Event Rule]]<br/> [[Create_a_Contract_Admin_Rule|Create a Contract Admin Rule]]<br/> [[Create_a_Notification_Rule|Create a Notification Rule]]<br/> [[Create_a_Rule_with_Template_Name|Create a Rule with Template Name]] |
− | [[View/Edit a Rule]] <br/> | + | |
− | [[Create a Contract Type Selection Rule]] <br/> | + | |
− | [[Create a Template Selection Rule]] <br/> | + | |
− | [[Create an Approval Rule]]<br/> | + | |
− | [[Create a Dynamic Attribute Rule]] <br/> | + | |
− | [[Create a Dynamic Association Rule]]<br/> | + | |
− | [[Create an Event Rule]]<br/> | + | |
− | [[Create a Contract Admin Rule]]<br/> | + | |
− | [[Create a Notification Rule]]<br/> | + | |
− | [[Create a Rule with Template Name]] | + | |
== Masterdata == | == Masterdata == | ||
− | [[Search Masterdata]]<br/> | + | [[Search_Masterdata|Search Masterdata]]<br/> [[Create_Masterdata|Create Masterdata]]<br/> [[Edit_Masterdata|Edit Masterdata]] |
− | [[Create Masterdata]]<br/> | + | |
− | [[Edit Masterdata]] | + | |
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− | [[ICM Help]] | + | [[ICM_Help|ICM Help]] |
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Revision as of 20:18, 5 March 2017
Contents
Configuration
The Configuration feature is generally used by an administrator. The Configuration tile consists of the six tiles (that is Contract Types, Create Contract Type, Publish, Attribute Library, Rule, Master Data) that are offered as separate features.
If you are an administrator, you can create attributes, set up rules, and create Masterdata.
Contract Types
Contract type is a structure that you can use to create requests, clauses, templates, and agreements. In ICM, you can create four contract types, Contract requests, Agreements, Masterdata, and Associated documents.
Search a Contract Type
Search a Contract Type</font>
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
Attribute Library
Add an Attribute
Edit an Attribute
Rule
Create a Rule
View/Edit a Rule
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
Create a Rule with Template Name
Masterdata
Search Masterdata
Create Masterdata
Edit Masterdata