Contract Manager Template - Oxygen


Phosphorus

Note: Minimum Product name - ev sas.png version required: Phosphorus

This template provides a quick overview of all important information related to corporate contracts, such as budget figures, duration, renewal conditions, etc.
You can access all of the data specific to a given contract on your smartphone or tablet anywhere, any time, e.g. during a meeting with suppliers, in an airport lounge, etc.

It is shipped in both the Desktop and Mobile versions. Certain items of the Oxygen theme can be configured. Open url.png See the list.

Contract Manager - All devices.png

Desktop version

Home page

      Desktop - Home page.png

It is made up of the following sections:

  • Top banner displayed in all pages: Page title, information on the logged-in user, logout button Apps - Logout icon.png
    Note: Click the photo to view user information.
  • (1) Search Contract field.

    1. Specify your criteria. You can run a search using the author, number or manager of the contract.
    2. Click Display popup icon.png to run the search.
    The Contract page will appear. It displays the list of contracts that meet the search criteria specified.

  • (2) Links to the charter governing the corporate contract policy and an information request form.
  • (3) The number of contracts due to expire and the total number of contracts.
  • (4) Total payments for the next month and quarter.
  • (5) Chart displaying the breakdown of contracts by type.
  • (6) Chart displaying contracts managed by the logged-in user by type.

Contracts

        Desktop - Contracts search - Tile mode.png

ContractsPage

 Search Contract

1. Specify your criteria. You can run a search using the name or login.
2. Click Display popup icon.png to run the search.
3. You can filter the list of contracts if required.
4. Click one of the contracts to see its details.

  • (1) List of contracts.
  • (2) Main information for each contract in the list.
             Search list - One item.png
    • Supplier logo saved in Product name - ev itsm.png.
    • Contract reference and expiry date.
    • Type of contract displayed as an icon.
    • Photo of the contract manager.

  • (3) By default, contracts are displayed in Tile mode EVApps - Dataviewer - Tile Mode icon.png. Click EVApps - Dataviewer - List Mode icon.png to switch to List mode.
            Desktop - Contracts search - List mode.png

Contracts_DetailPage

Contract details

  • (1) Main information on the contract.
    • Contract reference.
    • Supplier logo saved in Product name - ev itsm.png.
    • Type of contract displayed as an icon.
    • Name of the supplier.
    • Name of the contract manager.
    • Location of the contract.
    • Comments.
  • (2) Contract timeline, i.e. start and end dates, the required prior notice and contract duration.
  • (3) Contract renewal decision.
  • (4) Total contract cost.
  • (5) Click Contract Editing to modify contract information directly in the app.
  • (6) List of documents associated with the contract. Click Attachments to manage and open attached documents.
  • (7) Information on the supplier, e.g. contact details and location.
  • (8) Discussion pane for discussing service-related aspects and obtaining additional information on the contract.

        Desktop - Contract detail.png

Mobile version

Home page

      Mobile - Home page.png

It is made up of the following sections:

  • Top banner displayed in all pages: Page title, logout button Apps - Logout icon.png
  • (1) Search Contract field.

    1. Specify your criteria. You can run a search using the author, number or manager of the contract.
    2. Click Display popup icon.png to run the search.
    The Contract page will appear. It displays the list of contracts that meet the search criteria specified.

  • (2) The number of contracts due to expire and the total number of contracts.
  • (3) Chart displaying the breakdown of contracts by type.
  • (4) Total payments for the next month

Contracts

         Mobile - Contracts search.png
 

ContractsPage

 Search Contract

1. Specify your criteria. You can run a search using the name or login.
2. Click Display popup icon.png to run the search.
3. You can filter the list of contracts if required.
4. Click one of the contracts to see its details.

  • (1) List of contracts.
  • (2) Main information for each contract in the list.
             Search list - One item.png
    • Supplier logo saved in Product name - ev itsm.png.
    • Contract reference and expiry date.
    • Type of contract displayed as an icon.
    • Photo of the contract manager.

Contracts_DetailPage

Contract details

  • (1) Main information on the contract.
    • Contract reference.
    • Supplier logo saved in Product name - ev itsm.png.
    • Type of contract displayed as an icon.
    • Name of the supplier.
    • Name of the contract manager.
    • Location of the contract.
    • Comments.
  • (2) Contract timeline, i.e. start and end dates, the required prior notice and contract duration.
  • (3) Contract renewal decision.
  • (4) Total contract cost.
  • (5) Click Contract Editing to modify contract information directly in the app.
  • (6) List of documents associated with the contract. Click Attachments to manage and open attached documents.
  • (7) Information on the supplier, e.g. contact details and location.
  • (8) Discussion pane for discussing service-related aspects and obtaining additional information on the contract.

        Mobile - Contract detail 1.png         Mobile - Contract detail 2.png

Best Practice icon.png Click Call in the Supplier information section > Phone to call the supplier.

Procedures

How to install and use the template

Step 1: Importing the template theme to Product name - ev sas.png.

1. Download the required version of the files below to your workstation.
         Download icon.png  Desktop version of the theme
         Download icon.png  Mobile version of the theme

2. Import the downloaded files to Product name - ev sas.png by clicking Apps - Gallery - Import icon.png Import in the App Gallery toolbar.

3. Check that the theme is a public theme in the Product name - ev sas.png 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: Importing the template to Product name - ev sas.png.

1. Download the required version of the files below to your workstation.
         Download icon.png  Template Desktop version
         Download icon.png  Template Mobile version

2. Import the downloaded files to Product name - ev sas.png by clicking Apps - Gallery - Import icon.png Import in the App Gallery toolbar.

3. Check that the theme is correctly displayed by the template.

  • Click Apps - Gallery - Edit properties icon.png next to the app name in the App Gallery to display the general properties.
  • Select the theme you just imported from the Theme list.
  • Click OK.
     

Step 3: Importing reports to Product name - ev itsm.png.

1. Download the files below to your workstation.

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 Product name - ev itsm.png by selecting Administration > Import/Export > Import in the menu.
 

Step 4: Creating your Product name - ev sas.png apps.

Best Practice icon.png You should always work on a duplicate of the template. This enables you to import new improved versions provided by Logo - EasyVista.png without having to replace your apps.

1. Duplicate the template you just imported.

2. Rename the duplicated template.

3. Associate an image with it.

4. Create the shortcut pointing to your app.

5. Repeat this procedure for each new app created using the same template.
 

Step 5 (Optional): Configuring items using the Oxygen theme.

   Open url.png See:

How to configure items using the Oxygen theme

        Open url.png See the list of configurable items.

CommonProcedure

Step 1: Opening the Product name - ev sas.png app.

1. Open your app in the graphic editor via Apps - Application properties icon.png in the App Gallery.
 

Step 2: Adding Oxygen customizations.

1. Click the widget you want to customize.

2. Select the Content > HTML Code section.

3. Copy-paste the CSS and HTML instructions indicated in the procedures below for each Oxygen theme item.

4. Adapt the code to your environment.

5. Click EVApps - GUI - Save icon.png.

Step 3: Testing the app.

1. Run the app via EVApps - GUI - Execute icon.png.

2. Check that your customization is correctly displayed.


List of items customizable using the Oxygen theme

Page Configurable item Procedure (HTML and CSS codes to add)
Desktop Version
All (2) Menu - Desktop
All clickable items Border
Search Contract (1) Standard tile
Contract details Standard tile
(2) Timeline
Popup
Mobile Version
All All clickable items Border
Search Contract (1) Standard tile
Contract details Standard tile
(2) Timeline
Popup
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Last modified by Unknown User on 2019/02/21 14:38
Created by Administrator XWiki on 2018/04/27 10:14

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