Thank you to those of you who attended this Webinar. Below are a few of the questions from the sessions with their corresponding answers. The full list of questions and answers from the session is attached to this post. Please feel free to use Ariba Exchange to respond to this post and interact with your peers. We look forward to speaking with you again in a future session!
Question: For brand new users, can you briefly explain the template concept? What is it? we are brand new users....
Answer: Templates are used to define and create the projects (contract workspaces and contract requests) in the system. When users create a new contract workspace they must select which template that workspace is created from. The template can include default documents, tasks, team and conditions. As a template administrator your create templates to provide your contract authors with the workspace information, structure and contracting process needed.
Question: I do not see Notice email notification option in Overview section of template. Why? What needs to be done to get it updated on my Ariba site?
Answer: This field does not appear by default at the template level, but has been added in our demo site. You can request via a Service Request on the Connect website (request must be made by a DSC) that customer support configure the field to appear at the template level.
Question: How do you designate a team member as an 'Active Team Member'
Answer: The Active Team Member designation is a role that you can apply to a project group. Any team members added to that project group will receive the access Active Team Member provides in addition to any site level permissions they have been assigned. Remember that if the role used is project owner you are giving members of this group full access to the workspace and also making them a licensed contract user.
Question: Could you illustrate how you add another template choice - for example choices would be the usual template, a bulk load template, a blank template
Answer: From the main template area (Manage > Templates) you can either click on an existing template and choose Copy if you would like to start with a copy. This is done if the new template is similar to an existing one. Alternately, you can click on Actions > Create Template and select the type of template you would like to create. This will create a blank template where you can add any documents, tasks, team, etc. as desired.