1-day Pre-Conference Course

Are you a new UCM Administrator?  Or, do you feel you just need a refresh on UCM training?  If so, the UCM Admin Refresher Course is the perfect solution…

Core Competency Topics

9am – 12pm

Customizing Contract Types

  • Explanation and utilization of Contract Types in UCM
  • How to customize Fields and Field Groups
    • The function of Fields, Field Types, Field Groups, and how they are used.
    • Adding & Deleting Fields
    • Adding & Deleting Field Groups
  • Milestones
    • Adding a Milestone Rules
    • Enabling Milestone Notes
  • Creating & Editing Contract Types

1pm – 4 pm

Workflows

  • Explanation and utilization of Workflows in UCM
  • Creating Stages
  • Stage Configuration
    • Setting Assignees
    • Workflow Notes
    • Include in Enterprise Ribbon
    • Assigning Field Groups to a Stage
    • Set Approvals
    • Skip Stage
  • Creating & assigning a workflow to a Contract Type
  • Identifying Bottlenecks with Stage Reports


What’s Included?

Instructor-led course

A network of other UCM Administrators

Lunch and refreshments

This course is only available for User Conference attendees.  

Carl Leinbach, Senior Product Specialist, iContracts