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

IBM Course Code: 6D62G

GK# 720542 Vendor# 6D62G

Course Overview

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This 2 hour interactive web based course describes the basics of contract template, and the elements of a contract template such as terms, lines, clauses, data definitions, and data domains, used to create a contract template in IBM® Emptoris® Contract Management. It explains the other features used in a contract template.

This course also explains how these elements can be used to work on the contract template in IBM® Emptoris® Contract Management.

This course provides recorded demonstrations along with the informational content. The lesson checkpoints at the end of each lesson help to check your knowledge and reinforce the concepts you learned.

What You'll Learn

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  • Describe the basics of a Contract Template.
  • Explain Terms, Term Definitions, and Term Groups.
  • Describe data definitions and data domains.
  • Define Lines and line definitions.
  • Describe Clauses and Clause Templates.
  • Summarize the additional features of a Contract Template.
  • Access the documentation through the IBM Publication Center.

Outline

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Viewing outline for:

Self-Paced Outline

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.

Who Should Attend

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This intermediate course is designed for users who create contract templates, and who work on the contract templates.

Course Delivery

This course is available in the following formats:

Self-Paced

Recordings, hands-on labs and expert instructors empower you to train on your own schedule.



Request this course in a different delivery format.
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