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Contract Insight Version:
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Version Released On:
Friday, October 8, 2021
 
   
 
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  How to Use and Navigate Through the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Log-in
Manual: 04. End User General Information
Section(s): General Navigation in Contract Insight

  Searching & Reporting Overview
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  Dashboard Manager
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  Search Results
Manual: 04. End User General Information
Section(s): General Navigation in Contract Insight

  My Dashboards
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  Best Practices Recommendations
Manual: 03. Admin User Manual
Section(s): Manual Overview

  Location Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Department/Division Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  02. Security: Management
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  05. Employee Groups & Roles
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  Contract Category Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Record Type Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Advanced Workflow Manager
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Workflow Tasks Based on Contract Type
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Record Status Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Contract Occurrence Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  Performing a Quick Search
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  Create User-Defined/Custom Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

  Assign Fields by Contract Type
Manual: 03. Admin User Manual
Section(s): Field Manager

  Online Report Designer - Insight Reporter
Manual: 03. Admin User Manual
Section(s): Searching & Reporting

  04. Security Groups
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  Audit Log
Manual: 04. End User General Information
Section(s): General Navigation in Contract Insight

  Contract Request Process Overview & Planning
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

  Create a Contract Request
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

  Wiki Page Layout
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  Searching the Wiki
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

  AppConfig Wizard
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Application Setup
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  App Config: Overview
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Manage License Types
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Ad-Hoc Wizard Overview
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  4. Sort Order
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  5. Assigned To
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  6. Email Schedule
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  View/Run This Ad-Hoc Report
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report Wizard: Legacy Reports

  Contracts Overview
Manual: 07. End Users: Contracts
Section(s): Contracts Overview

  Add a Contract Record
Manual: 07. End Users: Contracts
Section(s): Adding a Contract

  Managing & Editing a Contract Record
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Adding a Contract Attachment
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Contract Price/Cost Schedule
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Assign Additional Employees to a Contract
Manual: 07. End Users: Contracts
Section(s): Contracts: Additionally Assigned

  Assign Additional Vendors/Companies to a Contract
Manual: 07. End Users: Contracts
Section(s): Contracts: Additionally Assigned

  Assign Additional Departments to a Contract
Manual: 07. End Users: Contracts
Section(s): Contracts: Additionally Assigned

  Assign Additional Locations to a Contract
Manual: 07. End Users: Contracts
Section(s): Contracts: Additionally Assigned

  Viewing the Vendor/Company Details Screen
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

  Dashboard Docks
Manual: 05. End Users: Home Page Options
Section(s): Dashboards

  Vendor/Company Contacts
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

  Map Vendor/Company Location
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company Details

  Reviewing Contract Requests
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

  Field Level Searching/View All
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  My Tasks
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Viewing & Editing a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Assign Additional Employees to a Task
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  00. Solicitations Overview
Manual: Module: Solicitations
Section(s): Solicitations

  02. Find/Search Solicitations
Manual: Module: Solicitations
Section(s): Solicitations

  03. Adding a Solicitation
Manual: Module: Solicitations
Section(s): Solicitations

  07. Solicitation Attachments
Manual: Module: Solicitations
Section(s): Solicitations

  05. Solicitation Tasks & Alerts
Manual: Module: Solicitations
Section(s): Solicitations

  06. Solicitations Workflow
Manual: Module: Solicitations
Section(s): Solicitations

  13. Assigning Employees/Alerts for Solicitation Records
Manual: Module: Solicitations
Section(s): Solicitations

  12. Assign/Email Respondents to Solicitation Records
Manual: Module: Solicitations
Section(s): Solicitations

  14. Rating & Scoring Solicitation Respondents
Manual: Module: Solicitations
Section(s): Solicitations

  1.1 Vendor/Client Gateway Overview
Manual: Module: Vendor/Client Gateway
Section(s): Step 1: Vendor/Client Gateway Configuration

  Attachment Check-In/Check-Out
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Bulk Import Data
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  Bulk Import: Contract Attachments
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  03. Navigating the Solicitations Portal
Manual: Module: Solicitations
Section(s): Solicitation Portal

  Contract Record Alerts
Manual: 07. End Users: Contracts
Section(s): Contracts Overview

  Task Alerts on a Contract Record
Manual: 08. End Users: Tasks
Section(s): Contract Tasks

  Task Alerts on a Solicitation Record
Manual: 04. End User General Information
Section(s): E-mail Notifications & Alerts

  Clause Library Management
Manual: 03. Admin User Manual
Section(s): Master Reference Data Management & Setup

  02. Adding an Employee/User
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  03. Editing Employees/Users
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  03. Assigning & Managing an Employee/User's Permissions
Manual: 03. Admin User Manual
Section(s): Employee/User Permissions

  01. License Types Overview
Manual: 03. Admin User Manual
Section(s): Employee/User Management

  11. Create a Contract from a Solicitation Record
Manual: Module: Solicitations
Section(s): Solicitations

  Manage Main Menu: Core Application Menu(s)
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Document Templates Overview
Manual: Document Templates Management
Section(s): Document Templates Overview

  2.1 Contract & Committal Fields
Manual: Module: Vendor/Client Gateway
Section(s): Step 2: Managing Gateway Fields

  Workflow Tasks Based on Department
Manual: 03. Admin User Manual
Section(s): Workflow Management

  Configuration Group: Contracts
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Configuration Group: Emailer/Email Manager
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Configuration Group: Employees
Manual: 03. Admin User Manual
Section(s): App Config: Configuration Groups

  Create a Contract from a Contract Request
Manual: 09. End User: Contract Requests
Section(s): Contract Request Process

  Managing and Editing Fields
Manual: 03. Admin User Manual
Section(s): Field Manager

  Legacy Custom Searches
Manual: 11. End Users: Ad-Hoc Reports/Searches
Section(s): Ad-Hoc Report List

  Add a Contract by Vendor/Client
Manual: 07. End Users: Contracts
Section(s): Adding a Contract

  Attachment Level Viewing Privileges
Manual: 07. End Users: Contracts
Section(s): Contract Attachments

  Add Contract From File
Manual: 07. End Users: Contracts
Section(s): Adding a Contract

  Filtering & Sorting Find/Search Contracts List
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  Modifying Columns Displayed
Manual: 06. End Users: Searching & Reporting
Section(s): Find/Search Contracts

  Modifying Columns Displayed
Manual: 06. End Users: Searching & Reporting
Section(s): Quick Search

  Accepting/Rejecting a Contract Request