Feature released in SummitAI Asset Management (Sierra SP1, Asset Management)
What's New?
New icons for Contract Management page
Now, the following new icons are added on the ACTION panel of the Contract Management page.
- Category-Role Mapping
The Analyst can configure the Category, Role, and User on the Category-Role Mapping page. For more information, see Category-Role Mapping.
- Category - Alert Configuration
The Analyst can configure the alerts on the Category - Alert Configuration page. Alerts are defined based on the configuration performed on the Category-Role Mapping page. Contract expiry related notifications are sent to the configured users based on the Category and Role mapped to them. For more information, see Category - Alert Configuration.
Configuration:
Under Contract Setting section on the APLLICARION SETTING BY TENANT page (Asset > Configuration > Others > Application Settings > Select CONFIGURE BY TENANT from the ACTIONS panel), if the Role-Based Contract Expiry Notifications check box is selected, Contract expiry alerts are sent to the users who are mapped on the Category-Role Mapping.
- EXPORT TO EXCEL
An Analyst can export the records displayed on the Contract Management page to a Microsoft Excel sheet.
- EXPORT ALL
An Analyst can export the records displayed on the Contract Management page to a Microsoft Excel sheet.