The first time you log in to BCM, you should see the Contract Requester Dashboard. You can make this your home page by clicking on the person icon in the top right corner and click “Set My Home Page” when on the desired page.
You can manage your notifications by clicking the person icon in the top right corner, then View My Profile. Click Notification Preferences, then Contracts. Click Edit Section to make changes. You can set the notifications to email, system notification, or both. Default settings are both for most options.
Prior to conducting a contract search, visit the Advanced Search page and make sure all of your search criteria are set to “All.”
Use the History button to see the activity related to the request or contract record. This can be found in the upper right corner of your request/contract.
When you get a notification that your request has been completed, please note that while your request is completed, your contract still needs to be created and finalized. You can keep up with the status of your contract via your Contracts Dashboard. Each box on the dashboard is named so you can tell the most up to date status of your contract. Depending on your notification settings, BCM will send you automatic notifications throughout the contract review process.
BCM offers a couple of different internal communication options.
Prior to the request being approved, a contract requester can send a communication or attachments through the Discussion thread.
If your request has been approved, you can communicate via the Comment thread on the contract record.
You can save your frequently used searches. Once on your search results page, click the orange button “Save New Search.” First, add a nickname for your report. Next, if you do not already have a personal folder, click add new, and top level personal folder. Click to name your folder, then save your changes. It should now appear in your personal folder list. Select the folder to save the search into, and choose your export template. Uncheck include custom fields in export. Click save.
To find your frequently used searches, go to the contracts ribbon on the left side menu, Contracts, then View Saved Searches.
