Contract Management Template


Specific to: Service Apps Autumn 2020

Open url.png See versions Oxygen and earlier.

Update wiki button.png Latest major version: Autumn 2020.

  • New name (previously known as Contract Manager Template)
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  • Multiple languages supported.
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  • Integrated Page Display pack containing the Embedded Page and Sidebar widgets, as well as the Header Page, Footer Page and Background Page functionalities.
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  • Integrated Responsive Web Design.
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  • CSS variables integrated with the addition of the __Root widget.
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Fix Autumn 2020 - Build 2020.2.124.2

NewFeatures_MajorVersion_Autumn2020_FixFebruary2021_Add1
  • Embedded version of the main page used to implement the template on the Service Manager Home page (0_Home_Embedded page).
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  • Integrated Google Maps widget.

This template belongs to the Micro Apps category in Service Apps templates. This enables you to view information on contracts quickly. 

It is shipped in a unique version that is:

  • Responsive: Automatic scaling of the app based on the device used, e.g. workstation, smartphone, tablet, etc.
  • Multilingual: The six main languages managed by Service Manager are supported in the standard version.
     

List of functionalities

Functionalities Notes
Home page
  • List of contracts, with multi-criteria search.
  • Different indicators, e.g. total number of contracts, number of contracts due to expire, total payments for the next month and quarter, breakdown of contracts by type, etc.
  • View contract details.
  • View the charter governing the corporate contract policy and an information request form.
Contract details
  • View information on each contract, e.g. end date, manager, supplier, total cost, etc.
  • Timeline of contract events, e.g. start and end dates, the required prior notice and contract duration.
  • Actions for updating contracts.
  • Manage file attachments.
  • Discussion pane for discussing service-related aspects and obtaining additional information.
  • Communicate with suppliers via direct access to email and phone apps, and locate suppliers using Google Maps.
  • To use communication functionalities, you must install a phone app on the relevant workstation.

Procedure: How to create an app using this template

Note: This procedure applies from the version Autumn 2020.

Open url.png See the procedure for versions Oxygen and earlier.

ProcedureStep1_CreatingApp

Step 1: Creating the app in Service Apps.

1. Click Apps - Gallery - Create Shortcut icon.png Create App in the App Gallery toolbar.
The template library will appear.

2. Select the template you want.

  • A new app will automatically be created using the template.
  • It will appear in the Design pane.

Step 2.a: Importing the template theme to Service Apps.

1. Download the file below to your workstation.

         Download icon.png  Template theme (Oxygen)

ProcedureStep2_ImportingAppTheme

2. Import the file to Service Apps by clicking Apps - Gallery - Import icon.png Import in the App Gallery toolbar.

3. Check that the theme is a public theme in the Service Apps theme editor:

  • Click Apps - Gallery - Theme design icon.png Theme Design in the App Gallery toolbar.
  • Click Apps - Manage themes icon.png to select the theme.
  • Click Apps - Application properties icon.png to display the general properties.
  • In the Published property, select Published Padlock open icon.png.
  • Click OK.

4. (Optional) Modify the theme in line with the style guide of your company.

5. Click EVApps - GUI - Save icon.png to save the theme.

ProcedureStep2_ImportingAppTheme

2. Import the file to Service Apps by clicking Apps - Gallery - Import icon.png Import in the App Gallery toolbar.

3. Check that the theme is a public theme in the Service Apps theme editor:

  • Click Apps - Gallery - Theme design icon.png Theme Design in the App Gallery toolbar.
  • Click Apps - Manage themes icon.png to select the theme.
  • Click Apps - Application properties icon.png to display the general properties.
  • In the Published property, select Published Padlock open icon.png.
  • Click OK.

4. (Optional) Modify the theme in line with the style guide of your company.

5. Click EVApps - GUI - Save icon.png to save the theme.

Step 2.b: Importing reports to Service Manager

1. Download the files below to your computer.

Note: Parent queries are not exported with the reports. This means that the items you update will not be overwritten when reports are imported.

      Download icon.png  Batch of reports

  • APPS - Supplier
  • APPS - Contract Management
  • APPS - Document

2. Import the downloaded files to Service Manager by selecting Administration > Import/Export > Import in the menu.

ProcedureStep3_FinalizingApp

Step 3: Finalizing the creation of the new app.

1. Click Apps - Application properties icon.png to display the general properties of the app.

  • You can rename the app.
  • You can select the image associated with the app from the App Gallery in the Apps Icon tab.
  • You can select the icon to be displayed in the tab bar of the Web browser or as a shortcut on the Desktop in the Favicon tab.
  • You can modify the default theme.

2. Click Apps - Translation icon.png to make the required translations in the Objects pane. Open url.png See the multilingual management of the apps.

3. Distribute the new app to users.

  • Assign access rights to the relevant users or teams.
  • Create the shortcut pointing to your app.
  • Click EVApps - GUI - Share icon.png to send the shortcut to users.

List of files to download

Note: Refer to the procedure to install the files.

Tags:
Last modified by Unknown User on 2021/06/04 11:10
Created by Administrator XWiki on 2018/02/06 15:26

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