Contract Management Template

Last modified on 2023/11/29 16:20

Service Apps : Autumn 2020 - Build 2020.2.122.2+

Open url.png See versions Oxygen and earlier Note: These versions are no longer maintained.

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Update   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

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  • 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

   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.

   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.

NoteParentQueriesNotIncludedInReports

   Only new parent queries are exported with the reports. Parent queries which already exist in your environment are not exported with the reports. This means that the items you update will not be overwritten when reports are imported.

   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

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