| Line 27: | Line 27: | ||
To view the settings: | To view the settings: | ||
| − | 1. '''Click''''' ''''Preferences ''from the list. The ''My Preferences ''window opens. | + | 1. '''Click''''' ''''Preferences '''''<b>from the list. The ''My Preferences ''window opens. </b> |
<div class="image-green-border">[[File:Preferences.PNG|1000px|Preferences on Dashboard]]</div> | <div class="image-green-border">[[File:Preferences.PNG|1000px|Preferences on Dashboard]]</div> | ||
2. '''Select '''the Number of records that you want displayed per page (10, 50 or 100). You can also select the default choice on the grid, ''Records Layout'' (Grid View, Tile view or Extended view) and toggle the search panel visibility option (Yes/No). Toggle the Open every record in same browser tab (Yes/No) | 2. '''Select '''the Number of records that you want displayed per page (10, 50 or 100). You can also select the default choice on the grid, ''Records Layout'' (Grid View, Tile view or Extended view) and toggle the search panel visibility option (Yes/No). Toggle the Open every record in same browser tab (Yes/No) | ||
| − | <div class="image-green-border">[[File:Basic set up My preferences window 7.8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''the ''Locale Settings'' tab to choose your language, time zone, date and time formats. You will receive ICM notification emails in the language that you select.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Basic set up Locale settings 7.8.PNG]]</div> <div class="image-green-border">4.'''Click '''''Save ''to save your settings.</div> | + | <div class="image-green-border">[[File:Basic set up My preferences window 7.8.png|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''the ''Locale Settings'' tab to choose your language, time zone, date and time formats. You will receive ICM notification emails in the language that you select.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Basic set up Locale settings 7.8.PNG|1000px|RTENOTITLE]]</div> <div class="image-green-border">4.'''Click '''''Save ''to save your settings.</div> |
== Out-of-office Tasks Setup - Auto Delegation == | == Out-of-office Tasks Setup - Auto Delegation == | ||
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3. '''Click''' ''Delegate''. The details in the ''Delegations'' table appear. Use icons [[File:Editp.jpg|RTENOTITLE]] and [[File:Close.jpg|RTENOTITLE]] to edit or delete the delegation respectively. | 3. '''Click''' ''Delegate''. The details in the ''Delegations'' table appear. Use icons [[File:Editp.jpg|RTENOTITLE]] and [[File:Close.jpg|RTENOTITLE]] to edit or delete the delegation respectively. | ||
| − | </div> </div> <div><div style="float:left;width:68%;"><div class="image-green-border">[[File:Basic set up auto Delegation 7.8.PNG]]</div> | + | </div> </div> <div><div style="float:left;width:68%;"><div class="image-green-border">[[File:Basic set up auto Delegation 7.8.PNG|RTENOTITLE]]</div> |
| | ||
Revision as of 05:12, 3 April 2019
Contents
Basic Setup
Welcome to ICM! You may be a new user or a contract administrator wanting to explore ICM. You are in the right place!
Log on to ICM
You must have account on ICM to use it. You should receive an account activation email with your account details once your ICM administrator creates it. This email will contain:
- Your username and temporary password
- A link to the ICM application
To log on to ICM:
1. Click the URL provided in your account activation email. At the Login page, type the user name and password you received in the account activation email.
2.Click Log in. The Dashboard page opens.
Setting your preferences
You can choose your language preference to navigate through ICM. You can also link multiple values of an Attribute as an Alias of each other. It can be done through Alias Master which will be a default master in ICM. This functionality helps you to get a consolidated search result on searching any of the linked alias values, instead of creating separate searches for each of these linked values and aggregating them.
From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.
To view the settings:
1. Click 'Preferences from the list. The My Preferences window opens.
2. Select the Number of records that you want displayed per page (10, 50 or 100). You can also select the default choice on the grid, Records Layout (Grid View, Tile view or Extended view) and toggle the search panel visibility option (Yes/No). Toggle the Open every record in same browser tab (Yes/No)
Out-of-office Tasks Setup - Auto Delegation
The Auto-Delegation functionality for your tasks allows you to delegate these tasks to another user for a desired period.
To delegate your tasks to another user for a desired period:
1. Click Auto Delegation on the My Preferences window.
2. Select the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.
3. Click Delegate. The details in the Delegations table appear. Use icons 
and 
to edit or delete the delegation respectively.
Change the UI Theme
- On the upper right corner of your ICM page, point to
next to your login name, and then click Preferences. The My Preferences dialog box appears.
You can view your account settings related to the language, date, time format, and so on.
- On the My Preferences dialog box, in the My Settings tab, select the theme color you want for your UI.
- Click Save. The User settings saved successfully message appears. The ICM UI appears in the selected color.
Special Characters in ICM
You can include the following special characters which when enabled, are converted to an underscore (_) by ICM.
( ) ! ' # % * @ ^ . &
ICM supports certain special and multi-lingual characters, including currency symbols as values while defining the choice and multi-choice type attributes, so that these characters can be accepted as valid inputs when creating Contract Types.
File formats supported in ICM
You can upload files in the following formats in ICM.
- .HWP
- .DOC
- .DOCX
- .XLS
- XLSX
- .JPG
- .JPEG
- .PNG
- .MSG
- .TIFF
- .PPT
- .PPTX
- .XML
- .ZIP
- .XLSM
ICM version information
To find out, click 
on the lower right corner of ICM page.
The ICM Version Information dialog box displays the following information:
- Product Version: displays the version of ICM
- Word Add-In Version: displays the version of ICM Word Add-In.
- Excel Bulk Insert Add-In Version: displays the version of Excel Bulk Insert Add-In.
- Outlook Add-In Version: displays the version of Outlook Add-In.
Log off from ICM
To log off from ICM:
- On the ICM Dashboard, point to next to your user name in the top right corner.
- Click Log Off to get out of ICM.
Timeouts in ICM
There are two types of timeouts in ICM:
• Inactivity Session Timeout: if an ICM session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. Click OK to continue the session.
• Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. Click OK to close the message. This may happen due to a database issue or a slow server response. Try your query again.
Related Topics: ICM Help |
