(→Video) |
|||
| (68 intermediate revisions by 7 users not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
| − | + | = Basic Setup = | |
| + | Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place! | ||
| − | == Log on to | + | == Log on to ICI == |
| − | + | You must have account on ICI to use it. You should receive an account activation email with your account details once your ICI Administrator creates it. This email contains: | |
| − | + | *Your username and temporary password | |
| + | *A link to the ICI application | ||
| − | To | + | To log on to ICI: |
| − | + | 1. '''Click''' the URL provided in your account activation email. At the ''Login'' page, '''type''' the user name and password you received in the email. | |
| − | + | <div class="image-green-border">[[File:Login.jpg|720px|RTENOTITLE]]</div> | |
| + | 2. '''Click''' ''Log in''. The ''Dashboard ''page opens. | ||
| − | + | | |
| + | == Setting your preferences == | ||
| + | <div><div style="float:left;width:68%;"> | ||
| + | You can personalize the ICI user interface as per your preferences for better user experience. | ||
| − | + | You can 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 ICI. 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. | |
| − | + | You can choose your language preference to navigate through ICI. ICI supports localization to better connect with global customers by translating values in local languages using its “Translations Editor” tool. When you change the language preferences from user Settings, then the localized value in the selected language will be reflected across ICI for the supported UI elements. | |
| − | + | The UI elements will be displayed in English if there are no local values available in preferred language for that specific element in the ICI system. | |
| − | + | 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.''''' '''The ''My Preferences'' window opens. | ||
| + | <div class="image-green-border">[[File:7.16-Basic setup1.png|720px|7.16-Basic setup1.png]]</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) | ||
| + | <div class="image-green-border">[[File:Basic set up My preferences window 7.8.png|720px|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.</div> <div class="image-green-border"> </div> <div class="image-green-border">You can define the user's preferred currency (for example, USD) using the ''Preferred Currency'' option in ''My Preferences''. Based on the user preference, the selected currency will be auto-populated for any Currency attribute. You will receive ICI notification emails in the language that you select.</div> | ||
| + | '''Note''': | ||
| − | + | *If the ''Currency ''attribute for the contract type does not contain the value selected in currency preference, then currency preference will not be auto-populated. | |
| − | <div> | + | *For Template Variables, the value of the currency attribute (if present), is selected at the template level and then populated in the agreement; the currency preference will not be auto-populated. |
| − | + | *For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated. | |
| − | + | *When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated. | |
| + | <div class="image-green-border"> </div> <div class="image-green-border">[[File:7.11 currency.png|720px|7.11 currency.png]] </div> <div class="image-green-border"> </div> <div class="image-green-border">4. '''Click '''''Save ''to save your settings.</div> <div class="image-green-border"> | ||
| + | | ||
| − | + | == Out-of-office Tasks Setup - Auto Delegation == | |
| − | + | The Auto-Delegation functionality for your tasks allows you to delegate your tasks to other users for a desired period. Utilizing auto delegation capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently. | |
| − | + | ||
| + | The business users can: | ||
| + | *'''Set multi-level auto delegations:''' Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period. | ||
| + | *'''Set conditional delegations:''' Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met. | ||
| + | *'''Reorder delegation sequence: '''While setting multiple delegations, users can reorder the evaluation sequence to suit their needs. | ||
| − | + | The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office, so that the user can make appropriate decisions. | |
| − | + | Users can also view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure. | |
| − | + | | |
| − | + | To delegate your tasks to another user for a desired period: | |
| − | + | 1. '''Click''' ''Auto Delegation'' on the ''My Preferences'' window. | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | 2. '''Select''' the dates on which you want to start the delegation and end it in the ''Time Period'' fields. For example, from ''April 16, 2021'' to ''April 20, 2021''. | |
| − | + | ||
| − | + | ||
| − | The | + | The current date is selected by default in the from date field. Also, you cannot select the past date in the Time Period. |
| − | + | 3. '''Click''' the ''Add User ''icon to select a user whom you want to delegate the tasks to in the ''Delegate To User'' field. The ''Search User'' window opens displaying all provisioned users. | |
| − | + | 4. '''Select''' a user and click ''Add''. For example, ''Prachi''. | |
| − | + | ||
| + | The delegation will be set up for user Prachi; however, if Prachi is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain. | ||
| + | <div class="image-green-border">[[File:7.16 Delegations 1.png|720px|7.16 Delegations 1.png]]</div> | ||
| + | 5. '''Select''' the ''Saved Search'' in the ''Delegation Condition'' based on which the tasks would be delegated to the selected user. For example, ''UK_Agreements'' grouping agreements assigned to a logged in user from UK region. | ||
| − | + | You need to create a Saved Search for entities with the desired conditions beforehand to filter out the set of records to delegate. | |
| + | 6. '''Click''' ''Delegate''. The ''Auto Delegation'' is set up. | ||
| + | <div class="image-green-border">[[File:7.16 Delegations 2.png|720px|7.16 Delegations 2.png]]</div> | ||
| + | The set delegation will take effect when the Delegation Conditions are satisfied. | ||
| + | For example, when there are agreements from UK region assigned to the logged in user who has set up the delegation, those agreements will be delegated to Prachi for the Time Period starting from 19<sup>th</sup> April to 20<sup>th</sup> April 2021. | ||
| − | + | | |
| − | + | ||
| − | [[File: | + | The Delegation table shows all currently active delegations for the logged in user on the ''Active Delegations'' tab. |
| + | <div class="image-green-border">[[File:7.16 Delegations 3.png|720px|7.16 Delegations 3.png]]</div> | ||
| + | | ||
| + | The last 15 expired delegations are displayed under the ''Expired Delegations ''tab. You can reactivate the expired delegation by editing it. | ||
| + | <div class="image-green-border">[[File:7.16 Delegations 4.png|720px|7.16 Delegations 4.png]]</div> | ||
| + | | ||
| + | You can perform following actions on the set delegations: | ||
| − | + | • ''Edit'' | |
| − | + | • ''Delete'' | |
| − | + | • ''Reorder Sequence'' | |
| − | + | | |
| − | + | === Editing the auto delegation === | |
| − | + | You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them. | |
| − | + | i. '''Click''' the ''Edit'' icon corresponding to a Delegation you want to modify in the ''Actions'' column. For example, Delegation set to ''Prachi''. The details of the selected Delegation will be displayed on the ''Auto Delegation'' setting section. | |
| + | ii. '''Make''' the desired changes. For example, change the date to ''April 21, 2021.'' | ||
| + | iii. '''Click''' ''Update''. The changes will be saved for the ''Auto-Delegation''. | ||
| + | <div class="image-green-border">[[File:7.16 Delegations 5.png|720px|7.16 Delegations 5.png]]</div> | ||
| + | | ||
| − | == | + | === Deleting the auto delegation === |
| − | + | '''Click''' the ''Delete'' icon corresponding to an ''Auto Delegation'' you want to remove in the ''Actions'' column. For example, Delegation set to ''Prachi''. | |
| + | <div class="image-green-border">[[File:7.16 Delegations 6.png|720px|7.16 Delegations 6.png]]</div> | ||
| + | | ||
| − | + | === Reordering the auto delegation Sequence === | |
| − | + | The delegation assignment will be evaluated as per set precedence. You can reorder and change the precedence sequence for all active delegations. | |
| − | :''' | + | 1. '''Select''' ''Reorder Sequence'' on the ''Active Delegations'' tab. All active Delegations set by a logged in user will be displayed. |
| + | <div class="image-green-border">[[File:7.16 Delegations 7.png|720px|7.16 Delegations 7.png]]</div> | ||
| + | 2. '''Reorder''' ''Auto-Delegations'' using Up and Down action arrows corresponding to Delegations in the ''Reorder'' column. For example, move the delegation set to Ruhi up. | ||
| + | <div class="image-green-border">[[File:7.16 Delegations 8.png|720px|7.16 Delegations 8.png]]</div> | ||
| + | 3. '''Click''' ''Save''. The modified order is saved and Delegations are displayed accordingly on the ''Active Delegations'' tab. | ||
| + | <div class="image-green-border">[[File:7.16 Delegations 9.png|720px|7.16 Delegations 9.png]]</div> | ||
| + | The details of the multi-level auto delegations are captured in an audit and you can view the same from the History tab on any of the delegated entity’s Details page. | ||
| − | + | For example, an agreement delegated for approval by user1 to user2, is automatically delegated to user5 when the subsequent auto delegations are in place. | |
| + | <div class="image-green-border">[[File:7.16 Delegations 10.png|720px|7.16 Delegations 10.png]]</div> <div> </div> | ||
| + | == Change the UI Theme == | ||
| − | :''' | + | 1. On the upper right corner of your ICI page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your login name, and then '''click''' ''Preferences''. The ''My Preferences'' dialog box appears. |
| + | <div class="image-green-border">You can view your account settings related to the language, date, time format, and so on.</div> | ||
| + | 2. On the ''My Preferences'' dialog box, in the ''My Settings'' tab, '''select''' the theme color you want for your UI. | ||
| + | <div class="image-green-border">[[File:Preferences theme.jpeg|720px|RTENOTITLE]]</div> | ||
| + | 3. '''Click''' ''Save''. The ''User settings saved successfully'' message appears. The ICI UI appears in the selected color. | ||
| + | | ||
| + | == Special Characters in ICI == | ||
| − | + | You can include the following special characters which when enabled, are converted to an underscore (_) by ICI. | |
| − | + | ( ) ! ' # % * @ ^ . & | |
| − | + | ICI 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 ICI == | |
| − | + | You can upload files in the following formats in ICI. | |
| − | + | *.HWP | |
| + | *.DOC | ||
| + | *.DOCX | ||
| + | *.XLS | ||
| + | *XLSX | ||
| + | *.PDF | ||
| + | *.JPG | ||
| + | *.JPEG | ||
| + | *.PNG | ||
| + | *.MSG | ||
| + | *.TIFF | ||
| + | *.PPT | ||
| + | *.PPTX | ||
| + | *.XML | ||
| + | *.ZIP | ||
| + | *.XLSM | ||
| + | == ICI version information == | ||
| − | + | To find out, '''click''' [[File:Version.jpg|RTENOTITLE]] on the lower right corner of ICI page. | |
| − | [ | + | |
| − | + | ||
| + | The ICI Version Information dialog box displays the following information: | ||
| − | + | '''Product Version''': displays the version of ICI | |
| − | + | ||
| − | </ | + | '''Word Add-In Version''': displays the version of ICI 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 ICI == | ||
| + | |||
| + | To log off from ICI: | ||
| + | |||
| + | 1. On the ICI Dashboard, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your user name in the top right corner. | ||
| + | <div class="image-green-border">2. '''Click''' ''Log Off'' to get out of ICI.</div> <div class="image-green-border"> </div> | ||
| + | == Timeouts in ICI == | ||
| + | |||
| + | There are two types of timeouts in ICI: | ||
| + | |||
| + | '''• '''Inactivity Session Timeout: if an ICI 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. | ||
| + | <div class="note-box">'''Note''': You may lose any unsaved data if your session times out. </div> | ||
| + | '''• '''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|ICI Help]] | ||
| + | </div> </div> </div> | ||
Latest revision as of 12:31, 11 June 2021
Contents
Basic Setup
Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!
Log on to ICI
You must have account on ICI to use it. You should receive an account activation email with your account details once your ICI Administrator creates it. This email contains:
- Your username and temporary password
- A link to the ICI application
To log on to ICI:
1. Click the URL provided in your account activation email. At the Login page, type the user name and password you received in the email.
2. Click Log in. The Dashboard page opens.
Setting your preferences
You can personalize the ICI user interface as per your preferences for better user experience.
You can 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 ICI. 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.
You can choose your language preference to navigate through ICI. ICI supports localization to better connect with global customers by translating values in local languages using its “Translations Editor” tool. When you change the language preferences from user Settings, then the localized value in the selected language will be reflected across ICI for the supported UI elements.
The UI elements will be displayed in English if there are no local values available in preferred language for that specific element in the ICI system.
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. 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)
Note:
- If the Currency attribute for the contract type does not contain the value selected in currency preference, then currency preference will not be auto-populated.
- For Template Variables, the value of the currency attribute (if present), is selected at the template level and then populated in the agreement; the currency preference will not be auto-populated.
- For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated.
- When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.
Out-of-office Tasks Setup - Auto Delegation
The Auto-Delegation functionality for your tasks allows you to delegate your tasks to other users for a desired period. Utilizing auto delegation capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.
The business users can:
- Set multi-level auto delegations: Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period.
- Set conditional delegations: Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met.
- Reorder delegation sequence: While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.
The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office, so that the user can make appropriate decisions.
Users can also view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure.
To delegate your tasks to another user for a desired period:
1. Click Auto Delegation on the My Preferences window.
2. Select the dates on which you want to start the delegation and end it in the Time Period fields. For example, from April 16, 2021 to April 20, 2021.
The current date is selected by default in the from date field. Also, you cannot select the past date in the Time Period.
3. Click the Add User icon to select a user whom you want to delegate the tasks to in the Delegate To User field. The Search User window opens displaying all provisioned users.
4. Select a user and click Add. For example, Prachi.
The delegation will be set up for user Prachi; however, if Prachi is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain.
5. Select the Saved Search in the Delegation Condition based on which the tasks would be delegated to the selected user. For example, UK_Agreements grouping agreements assigned to a logged in user from UK region.
You need to create a Saved Search for entities with the desired conditions beforehand to filter out the set of records to delegate.
6. Click Delegate. The Auto Delegation is set up.
The set delegation will take effect when the Delegation Conditions are satisfied.
For example, when there are agreements from UK region assigned to the logged in user who has set up the delegation, those agreements will be delegated to Prachi for the Time Period starting from 19th April to 20th April 2021.
The Delegation table shows all currently active delegations for the logged in user on the Active Delegations tab.
The last 15 expired delegations are displayed under the Expired Delegations tab. You can reactivate the expired delegation by editing it.
You can perform following actions on the set delegations:
• Edit
• Delete
• Reorder Sequence
Editing the auto delegation
You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them.
i. Click the Edit icon corresponding to a Delegation you want to modify in the Actions column. For example, Delegation set to Prachi. The details of the selected Delegation will be displayed on the Auto Delegation setting section.
ii. Make the desired changes. For example, change the date to April 21, 2021.
iii. Click Update. The changes will be saved for the Auto-Delegation.
Deleting the auto delegation
Click the Delete icon corresponding to an Auto Delegation you want to remove in the Actions column. For example, Delegation set to Prachi.
Reordering the auto delegation Sequence
The delegation assignment will be evaluated as per set precedence. You can reorder and change the precedence sequence for all active delegations.
1. Select Reorder Sequence on the Active Delegations tab. All active Delegations set by a logged in user will be displayed.
2. Reorder Auto-Delegations using Up and Down action arrows corresponding to Delegations in the Reorder column. For example, move the delegation set to Ruhi up.
3. Click Save. The modified order is saved and Delegations are displayed accordingly on the Active Delegations tab.
The details of the multi-level auto delegations are captured in an audit and you can view the same from the History tab on any of the delegated entity’s Details page.
For example, an agreement delegated for approval by user1 to user2, is automatically delegated to user5 when the subsequent auto delegations are in place.
Change the UI Theme
1. On the upper right corner of your ICI page, point to 
next to your login name, and then click Preferences. The My Preferences dialog box appears.
2. On the My Preferences dialog box, in the My Settings tab, select the theme color you want for your UI.
3. Click Save. The User settings saved successfully message appears. The ICI UI appears in the selected color.
Special Characters in ICI
You can include the following special characters which when enabled, are converted to an underscore (_) by ICI.
( ) ! ' # % * @ ^ . &
ICI 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 ICI
You can upload files in the following formats in ICI.
- .HWP
- .DOC
- .DOCX
- .XLS
- XLSX
- .JPG
- .JPEG
- .PNG
- .MSG
- .TIFF
- .PPT
- .PPTX
- .XML
- .ZIP
- .XLSM
ICI version information
To find out, click 
on the lower right corner of ICI page.
The ICI Version Information dialog box displays the following information:
Product Version: displays the version of ICI
Word Add-In Version: displays the version of ICI 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 ICI
To log off from ICI:
1. On the ICI Dashboard, point to next to your user name in the top right corner.
Timeouts in ICI
There are two types of timeouts in ICI:
• Inactivity Session Timeout: if an ICI 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: ICI Help
