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Line 47: |
| ***[[Create an Associated Document]] | | ***[[Create an Associated Document]] |
| ***[[Approve an Associated Document]] | | ***[[Approve an Associated Document]] |
− | *[[Alerts]]
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− | **[[Notification Tabs]]
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− | **[[View Notifications]]
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− | *[[Reports]]
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− | **[[Types of Reports]]
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− | **[[Generate a Report]]
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− | *[[Configuration]]
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− | **[[Contract Types]]
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− | **[[Search a Contract Type]]
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− | **Create a Contract Type
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− | ***[[Create a Structure of Supporting Documents for a Contract/ Agreement]]
| |
− | ***[[Create a Structure of a Contract/ Agreement]]
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− | ***[[Create a Structure of a Contract Request]]
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− | ***[[Create a Structure of Masterdata]]
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− | **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
| |
− | ***[[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]]
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− | ***[[Search Masterdata]]
| |
− | ***[[Edit Masterdata]]
| |
− | *[[Clause Management]]
| |
− | **[[Search a Clause]]
| |
− | **[[Create a Clause]]
| |
− | **Approve/Reject a Clause
| |
− | ***[[Send a Clause for Approval]]
| |
− | ***[[Approve/Reject a Clause]]
| |
− | **[[Edit a Clause]]*
| |
− | *[[Template Management]]
| |
− | **[[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]]
| |
− | *[[User Administration]]
| |
− | **[[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]]
| |
| *[[Agreement Management - Option 1]] | | *[[Agreement Management - Option 1]] |
| **Agreements | | **Agreements |