IBM® Emptoris® Contract Management Contract Template Creation (V10.0)

Course Overview

Duration: 5 minutes

Learning objectives: After completing this lesson, you should be able to:

• Describe the course objectives.
• Outline the course agenda.

Unit 1. Contract Template Creation Basics

This unit describes the basics of Contract Template in IBM® Emptoris® Contract Management.

1.1. Contract Template Creation Basics

Duration: 15 minutes

Learning objectives: After completing this lesson, you should be able to:

• Describe Contract Templates.
• Describe Contract Classes.
• Define the template suitability property of a Contract Template.
• Identify the components of a Contract Template.
• Identify commonly used Contract Template user interface icons.

Unit 2. Terms, Term Definitions and Term Groups

This unit describes Terms, Term Definitions, and Term Groups in IBM® Emptoris® Contract Management.

2.1. Terms and Term Definitions

Duration: 10 minutes

Learning objectives: After completing this lesson, you should be able to:

• Define a Term.
• State and give examples of different types of Terms .
• Explain Term Definitions.

2.2. Term Groups

Duration: 15 minutes

Learning objectives: After completing this lesson, you should be able to:

• Describe a Term group.
• Create a Term group.
• Demonstrate an understanding of how to add a Term Definition to a Term group.

Demonstration. Create a Term Group and add a Term Definition to a Term group

Learning objectives: After viewing the demonstrations, you should be able to:

• Create a Term group.
• Add a Term Definition to a Term group.

Unit 3. Lines and Line definitions

This unit describes Lines and Line Definitions in IBM® Emptoris® Contract Management.

3.1. Lines and Line Definitions

Duration: 10 minutes

Learning objectives: After completing this lesson, you should be able to:

• Describe a Line.
• Explain Line Definitions.
• Develop an understanding of how to add a Line Definition to a Line.

Unit 4. Data definitions and Data Domains

This unit describes Data Definitions and Data Domains in IBM® Emptoris® Contract Management.

4.1. Data Definitions and Data Domains

Duration: 10 minutes

Learning objectives: After completing this lesson, you should be able to:

• Describe Data Definitions.
• Describe Data Domains.

Unit 5. Clauses and Clause Templates

This unit describes Clauses and Clause Templates in IBM® Emptoris® Contract Management.

5.1. Clauses

Duration: 5 minutes

Learning objectives: After completing this lesson, you should be able to:

• Describe a Clause.
• Explain Line Clause.
• Explain Language Clause.

5.2. Clause Templates

Duration: 15 minutes

Learning objectives: After completing this lesson, you should be able to:

• Describe Clause Templates.
• List the attributes of Clause Template.
• Name the Clause Template styles.
• Demonstrate an understanding of how to add a Clause Template  to a Contract Template.
• Demonstrate an understanding of how to add a Term to a Clause Template.

Demonstration 1. Add a Clause Template to the Contract Template

Learning objectives: After viewing the demonstrations, you should be able to:

• Add a Clause Template to the outline language of the Contract Template.

Demonstration 2. Add a Term to the Clause Template

Learning objectives: After viewing the demonstrations, you should be able to:

• Add a Term to the Contract Template.

Unit 6. Contract Template Additional Features

This unit describes additional features of a Contract Template in Contract Management.

6.1. Contract Template Features

Duration: 30 minutes

Learning objectives: After completing this lesson, you should be able to:

• Define Contract Template attachments.
• Develop an understanding of how to add an Attachment.
• Develop an understanding of how to work on an Attachment.
• Explain Contract Template Approvals.
• Describe Contract Template Events.
• Describe Contract Template Folders.
• Outline Contract Template Security.
• Apply the learnings to assign permissions to user or user groups.
• Describe Contract Template Summary.
• Demonstrate an understanding of how to configure the Contract Summary.

Unit 7. User Documentation

Duration: 5 minutes

Learning objectives: After completing this lesson, you should be able to:

• Access the documentation through the IBM Publication Center.

Course Wrap Up

Duration: 5 minutes

Learning objectives: After completing this lesson, you should be able to:

• Locate additional help.
• Complete the course evaluation.