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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

  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

  03. Add Contacts to Company/Vendor
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

  02. View and Edit Company/Vendor
Manual: 03. Admin User Manual
Section(s): Vendor/Customer 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

  Basic Template 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 Status
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

  Administration Overview
Manual: 03. Admin User Manual
Section(s): Manual Overview

  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

  Custom SubTables
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  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

  Table of Contents
Manual: 01. Insight Wiki Overview
Section(s): Insight Wiki How-To's

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

  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

  Full Text Indexing
Manual: 03. Admin User Manual
Section(s): App Config Wizard

  Manage Current Sessions
Manual: 03. Admin User Manual
Section(s): App Config Wizard

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

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

  3. Filters & Conditions
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

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

  Field Mapper
Manual: 03. Admin User Manual
Section(s): Account Maintenance

  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

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

  Contract Checklists & Milestones
Manual: 07. End Users: Contracts
Section(s): Contract Details

  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

  Contract Notes & Comments
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Link Contracts
Manual: 07. End Users: Contracts
Section(s): Contract Details

  Contract Financials
Manual: 07. End Users: Contracts
Section(s): Contract Details

  View Vendor/Client Ratings
Manual: 07. End Users: Contracts
Section(s): Contract Details

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

  Companies Overview
Manual: 10. End Users: Vendors/Companies
Section(s): Adding a Vendor/Company

  Add a Vendor/Company
Manual: 10. End Users: Vendors/Companies
Section(s): Adding a Vendor/Company

  Viewing, Filtering & Sorting the Company List
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

  01. Importing Companies
Manual: 03. Admin User Manual
Section(s): Vendor/Customer Management

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

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

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

  View Company Contracts
Manual: 10. End Users: Vendors/Companies
Section(s): Vendor/Company List

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

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

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

  Attach a File to Company Details
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

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

  Pending Contract Requests
Manual: 09. End User: Contract Requests
Section(s): Searching Contract Requests

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

  Adding a "One-Off" Task
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