These reports provide details of active processes and reviews. This
category consists of the following 4 reports:
The Active Process(es) Summary Report provides a high-level summary of
the selected active processes. Use the following filters to scope the results
of this report.
| FIELD
|
DESCRIPTION
|
| Process
|
Select the required active processes. The summary of all the
selected active processes is displayed in this report.
- By default, all
the active processes are selected.
- To select specific
processes, clear the check box
All. Type-in part
of the process name in the autosuggest text box and select the required
processes. Alternatively, click the
Browse icon to
browse and select the required processes. To remove a selected process, click
the
Remove icon.
|
| Data Source
|
Select the required data sources. The Active Process Summary
report is generated for all the processes associated with the selected data
sources.
- By default, all
the data sources available in the system are selected.
- To select specific
data source, clear the check box
All. Type-in part of the process name in the autosuggest text box
and select the required data source from the drop-down list. Alternatively,
click the
Browse icon to
browse for and select the required data sources. To remove a selected data
source,click the
Remove icon.
|
| Occurrence State
|
Select the required check boxes from the following:
-
Select ALL: Select
this check box to view the summary of active processes in all states of
occurrences.
-
Active: Select
this check box to view the summary of only active occurrences of the selected
processes.
-
Completed: Select
this check box to view the summary of completed occurrences of the selected
active processes.
-
Terminated: Select
this check box to view the summary of all terminated occurrences of the
selected active processes.
|
| Process Owner
|
Select the required process owner. Click the
Browse icon to display
the list of users assigned the Process Administrator role. Select the desired
user and click
OK.
The summary of all the processes for which the selected user
is the process owner is displayed in this report.
|
|
From
To
|
To view the
summary of processes that are active within a specific period, provide the
details in the From and
To fields.
|
The Active Process Detail Report provides a stage by stage description
of the actions taken on reviews generated for the selected active processes.
Use the following filters to scope the results of this report:
| FIELD
|
DESCRIPTION
|
| Process
|
Select the required active processes. The report displays the
stage by stage description of the actions taken on reviews generated for all
the selected active processes.
- By default, all
the active processes are selected.
- To select specific
processes, clear the check box
All. Type-in part
of the process name in the autosuggest text box and select the required
processes. Alternatively, click the
Browse icon to
browse and select the required processes. To remove a selected process, click
the
Remove icon.
|
| Occurrences
|
When you select
the required processes, the
Occurrence field
displays the date and time of all the occurrences of the selected processes.
Select the required occurrences from the drop-down list or click the
Browse icon to browse
and select the required occurrences.
|
| Data Source
|
Select the required data sources. The report displays a
detailed description of the actions taken of reviews generated for the all
processes associated with the selected data sources.
- By default, all
the data sources are selected.
- To select specific
data sources, clear the check box
All. Type-in part
of the name in the autosuggest text box and select the required data source.
Alternatively, click the
Browse icon to
browse and select the required data source. To remove a selected data source,
click the
Remove icon.
|
| Review State
|
Select the required check boxes from the following:
-
Select ALL: Select
this check box to include all the reviews from the selected processes.
-
Approved and
Comitted: Select this check box to view the stage by stage
description of the actions taken on all the approved and committed reviews from
the selected processes.
-
Rejected and
Comitted: Select this check box to view the stage by stage
description of the actions taken on all the rejected and committed reviews from
the selected processes
- Approved but not Committed: Select this check
box to view the stage by stage description of the actions taken on all the
approved but not committed reviews from the selected processes.
- Rejected but not Committed: Select this check
box to view the stage by stage description of the actions taken on all the
rejected but not committed reviews from the selected processes.
- Pending: Select this check box to view details
of all the reviews that are pending by the signed-in user.
-
Coming Up: Select
this check box to view details of all the processes that are coming up to the
signed-in user.
-
N/A (Bypassed Stage):
Select this check box to view details of all the reviews that
are bypassed by reviewers. A review may be bypassed if there are
multiple stage reviewers and the stage review condition is
selected as Any one reviewer must commit
while creating the process. See, Create or Modify a Process.
|
|
Primary Review Object
|
Use the search
option to select the required primary review objects. The report displays the
details of the actions taken on the selected primary review objects.
|
|
Secondary Review
Object
|
Use the search
option to select the required secondary review objects. The report displays the
details of the actions taken on the selected secondary review objects.
|
The Review Comments Report enables you to view all comments added by the
assigned stage reviewers for the selected processes. Use the following filters
to scope the results of this report:
| FIELD
|
DESCRIPTION
|
| Process
|
Select the required processes. All the comments added by
reviewers on the reviews generated for the selected processes are displayed in
the report.
- By default, all
the processes are selected.
- To select specific
processes, clear the check box
All. Type-in part
of the process name in the autosuggest text box and select the required
processes. Alternatively, click the
Browse icon to
browse and select the required processes. To remove a selected process, click
the
Remove icon.
|
| Occurrence
|
When you select
the required processes, the
Occurrence field
displays the date and time of all the occurrences for the selected processes.
Select the required occurrences from the drop-down list or click the
Browse icon to browse
for and select the desired occurrences. Comments added on the reviews generated
for the selected occurrences are displayed in the report.
|
| Data Source
|
Select the required data sources. A Review Comments report for
the processes associated with the selected data sources is generated.
- By default, all
the data sources are selected.
- To select specific
data sources, clear the check box
All. Type-in part
of the name in the autosuggest text box and select the required data source.
Alternatively, click the
Browse icon to
browse and select the required data sources. To remove a selected data source,
click the
Remove icon.
|
| Review State
|
Select the required check boxes from the following:
-
Select ALL: Select
this check box to view comments added on all the reviews generated for the
selected processes.
-
Committed
Approved: Select this check box to view comments added on all the
approved and committed reviews from the selected processes.
-
Committed Reject:
Select this check box to view comments added on all the rejected and committed
reviews from the selected processes.
-
Pending: Select
this check box to view comments added on all the reviews that are pending by
the signed-in user.
-
Coming Up: Select
this check box to view comments added on all the reviews that are coming up to
the signed-in user.
-
N/A (Bypassed Stage):
Select this check box to view the report for all the processes
that are bypassed by reviewers. A process may be bypassed if
there are multiple stage reviewers and the stage review
condition is selected as Any one reviewer must
commit while creating the process. See, Create or Modify a Process.
|
|
Primary Review Object
|
Use the search
option to select the required primary review objects. The report displays the
comments added by reviewers on the selected primary review objects.
|
|
Secondary Review
Object
|
Use the search
option to select the required secondary review objects. The report displays the
comments added by reviewers on the selected secondary review objects.
|
The Reassign Review Report enables you to view reviews that are
reassigned to other reviewers in the selected process occurrences. Use the
following filters to scope the results of this report:
| FIELD
|
DESCRIPTION
|
| Process
|
Select the processes for which the report is to be generated.
Reassigned reviews from the selected processes are displayed in the report.
- By default, all
processes are selected.
- To select specific
processes, clear the check box
All. Type-in part
of the process name in the auto-suggest text box and select the desired
process. Alternatively, click the
Browse icon to
browse for and select the desired processes. To remove a selected process,
click the
Remove icon.
|
| Occurrences
|
When you select the required processes, the
Occurrence field
displays the date and time of all the occurrences for the selected processes.
Select the required occurrences from the drop-down list or click the
Browse icon to browse
for and select the desired occurrences.
Reassigned reviews from the selected occurrences are displayed
in the report.
|
| Data Source
|
Select the required data sources. A Reassign Review report for
all the processes associated with the selected data sources is generated.
- By default, all
the data sources are selected.
- To select specific
data source, clear the check box
All. Type-in part of the name in the autosuggest text box and
select the desired data source. Alternatively, click the
Browse icon to
browse for and select the desired data sources. To remove a selected data
source, click the
Remove icon.
|
Click the Run on Demand icon
to generate the reports.