Tab Content

Notice/Alert Type: 

You can choose between having notifications appear as an assignable dock within tabs, so it can be arranged however you wish, or you can choose to have notifications be pinned to the top of the screen.

Creating a new tab: Enter a name for the new tab in the box that says New Tab Name. Then select a tab type from the dropdown. Create Tab for Docks creates a tab that can hold up to 25 individual docks. Create Tab for Dashboard creates a tab that holds one Record Level Dashboard. Once a type is selected a new tab will be created. The maximum amount of tabs is 10.

After a tab has been created it can be renamed by changing the text in the Tab Info textbox and clicking Rename This Tab. Tabs can be deleted by clicking Delete Tab. Tabs will not display if the do not have docks. When you have multiple tabs, the order in which they display can be changed by dragging and dropping them to a new position.

Adding Docks to a tab: Clicking Add Dock at Top will add a new dock above any existing docks. Clicking Add Dock at Bottom will create a new dock below any existing docks. There is a maximum of 25 docks allowed on a single tab. 

There are 5 different Dock Types:

• All Fields and Groups - All fields will be displayed in a series of auto-generated docks separated by their respective field groups. Dock Title will default to All Fields and Groups and cannot be changed. The individual docks that are generated will have the titles of their respective field groups.
  
  NOTE:

  If you have individual Single Field Group docks created in this tab, this generated dock group will only show the remaining field groups that have not been displayed. This group will also only show fields assigned to a specific record type if Assign Fields by Type was utilized.
• All User-Defined Subtables - All default allowed subtables will be displayed in a series of auto-generated docks. Dock Title will default to All User-Defined Subtables and cannot be changed. The individual docks that are generated will have the titles of their respective subtables.
  
  NOTE:

  If you have individual User Subtable sub-area docks created in this tab, this generated dock group will only show the remaining subtables that have not been displayed.
• Single Field Group - Select an individual field group to display via a dropdown list of all field groups for the relevant record area. Dock Title will default to the field group name but can be changed.
• Single Sub-Area - Select an individual sub-area to display via a dropdown list of all subtables and other sub-areas for the relevant record area. Dock Title will default to the sub-area name but can be changed.
• Static Rich Text - Creates a dock composed of the contents of a Rich Text Box. Dock Title will default to New Dock and can be changed.

All docks have a checkbox that allows the dock to be minimized by default. 

Adding a Dashboard to a tab: Relevant Record Level Dashboards can be selected from the Select a Dashboard dropdown. Only Dashboards configured for the relevant record area will show. Only one dashboard can be used per tab.

Default Tab Layout

Contracts:

• Record Details 
  • All Fields and Groups - All relevant fields and field groups will be displayed on this tab. If you have a contract type that has some field groups but not others, this tab will only show the fields and field groups assigned to the contract type. 
• Subtables
  • Price/Cost Line Items
  • Budget/Funding Line Items
  • Checklists/Milestones
  • All User Defined Subtables
• Tasks & Emails
  • Tasks
  • Emails
• Attachments and Templates
  • Files/Attachments
  • Merged Document Templates
• Ratings & Surveys
  • Surveys
  • Rating and Score Card Summary
• Linked Records
  • Linked and Associated Contracts
  • Vendor Contracts
  • Linked and Associated E-Sourcing Records
  • Linked and Associated Requests
  • Purchase Orders
  • Hierarchy
• Notes & Additional Info
  • Notes & Comments
  • Additional Parties, Locations, Departments

Requests:

• Record Details 
  • All Fields and Groups - All relevant fields and field groups will be displayed on this tab. If you have a Request type that has some field groups but not others, this tab will only show the fields and field groups assigned to the request type. 
• Subtables
  • Line Items
  • All User Defined Subtables
• Tasks & Emails
  • Tasks
  • Emails
• Attachments and Templates
  • Files/Attachments
  • Merged Document Templates
• Surveys
  • Surveys
• Linked Records
  • Linked Contracts
  • Linked E-Sourcing Records
  • Linked Purchase Orders
• Notes & Additional Info
  • Notes & Comments
  • Additional Companies

Solicitations:

• Record Details 
  • All Fields and Groups - All relevant fields and field groups will be displayed on this tab. If you have a E-Sourcing type that has some field groups but not others, this tab will only show the fields and field groups assigned to the E-Sourcing type. 
• Subtables
  • Pricing Line Items
  • All User Defined Subtables
• Respondents
  • Interested / Assigned Respondents
• Tasks & Emails
  • Tasks
  • Emails
• Attachments and Templates
  • Files/Attachments
  • Merged Document Templates
• Ratings & Surveys
  • Surveys
  • Rating and Scoring
  • Bid Rating Weight
• Linked Records
  • Linked Contracts (associated contracts)
  • Purchase Order Record Links (associated)
• Notes 
  • Notes & Comments

Purchase Orders:

• Record Details 
  • All Fields and Groups - All relevant fields and field groups will be displayed on this tab. 
• Subtables
  • PO Line Items
  • All User Defined Subtables
• Tasks & Emails
  • Tasks
  • Emails
• Attachments and Templates
  • Files/Attachments
  • Merged Document Templates
• Surveys
  • Surveys
• Linked Records
  • Linked and Associated Contracts
  • Linked and Associated E-Sourcing Records

Employees

• Record Details 
  • All Fields and Groups - All relevant fields and field groups will be displayed on this tab. 
• Subtables
  • All User Defined Subtables
• Tasks & Emails
  • Tasks
  • Emails
• Attachments and Templates
  • Files/Attachments
  • Merged Document Templates
• Reports & Dashboards
  • Assigned Ad Hoc Reports
  • System Dashboards
• Surveys & Risk Compliance
  • Risk & Confidence
  • Surveys
  • Risk Compliance Docklist

Vendors

• Record Details 
  • All Fields and Groups - All relevant fields and field groups will be displayed on this tab. If you have a contract type that has some field groups but not others, this tab will only show the fields and field groups assigned to the contract type. 
• Subtables
  • All User Defined Subtables
• Tasks & Emails
  • Tasks
  • Emails
• Attachments and Templates
  • Files/Attachments
  • Merged Document Templates
• Company Contacts
  • Contacts
• Dashboards
  • Vendor System Dashboards
• Ratings & Surveys
  • Finances & Confidence
  • Surveys
  • Rating and Score Card Summary
  • Risk Compliance
• Linked Records
  • Awarded Solicitations
  • Linked Companies
  • Contracts
  • Requests
  • Purchase Orders
• Notes
  • Notes & Comments