Completed Processes Reports

These reports provide details of completed reviews. This category consists of the following 3 reports:

The Completed Process(s) Summary Report provides an overview of the final status of the objects reviewed for the selected processes. Use the following filters to scope the results of this report:

FIELD DESCRIPTION
Process

Select the required processes. The final status of the objects reviewed in the selected processes is displayed in the report.

  • Select the check box All to include objects participating in all the existing processes in the report.
  • To select specific processes, type-in part of the process name in the autosuggest text box that is displayed. A drop-down list displays all process names matching the search criteria. 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.
Data Source

Select the required data sources. A Completed Processes Summary report for all the processes associated with the selected data sources is generated.

  • Select the check box All to include all the data sources available in Certification Manager.
  • To select specific data sources, type-in part of the name in the autosuggest text box that is displayed. A drop-down list displays all the data sources matching the search criteria. Select the desired data source. Alternatively, click the Browse icon to browse for and select the desired data source. To remove a selected data source, click the Remove icon.
Final State

Select one of the following:

  • Approved: Select this option to view the final status of all the approved objects from the selected processes.
  • Rejected: Select this option to view the final status of all the rejected objects from the selected processes.
  • Both: Select this option to view a Completed Summary report for all the rejected as well as approved reviews.
Primary Review Object Use the search option to select the required primary review objects. The report displays the final status of all the selected primary review objects.
Secondary Review Object Use the search option to select the required secondary review objects. The report displays final status of all the selected secondary review objects.
From

To

To view the status of all the object reviews that are active within a specific period, provide the details in the From and To fields.

The Completed Process Detail report provides a stage by stage description of the actions taken on the selected completed processes and their occurrences. Use the following filters to scope the results of this report:

FIELD DESCRIPTION
Process

Select the required completed processes. The report displays details of the actions taken on all the reviews generated for the selected completed processes and their occurrences.

  • Select the check box All to include all the completed processes.
  • To select specific processes, type-in part of the process name in the autosuggest text box that is displayed. A drop-down list displays all process names matching the search criteria. 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 a process, the Occurrence field displays the date and time of all the occurrences for the selected process. Select the required occurrences from the drop-down list or click the Browse icon to browse for and select the desired occurrences.
Primary Review Object Use the search option to select the required primary review objects. The report displays 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 details of the actions taken on  the selected secondary review objects.
Reviewer Select the required reviewer from the drop-down list. Alternatively, click the Browse icon to browse and select the required reviewers. Details of the actions taken by the selected reviewers on the completed processes is displayed in this report.
Final State

Select one of the following:

  • Approved Select this option to view the details of the actions taken on approved reviews from the selected processes and their occurrences..
  • Rejected: Select this option  to view the details of the actions taken on rejected reviews from the selected processes and occurrences.
  • Both: Select this option to view the Completed Process Detail report for all the rejected as well as approved reviews.

The Current State of Rejected Review Objects report displays rejected primary and secondary review objects from the selected process occurrences that still exist in the ERP system.Use the following filters to scope the results of this report:

FIELD DESCRIPTION
Process

Select the required completed processes. The report displays the list of rejected objects from the selected processes that still exist in the ERP system.

  • Select the check box All to view rejected objects from all the completed processes that exist in the system.
  • To select specific processes, type-in part of the process name in the autosuggest text box that is displayed. A drop-down list displays all processes matching the search criteria. 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 a process, the Occurrence field displays the date and time of all the completed 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.
Data Source

Select the required data sources. The report for all the processes associated with the selected data sources is generated.

  • Select the check box All to include all the data sources available  in Certification Manager.
  • To select specific data sources, type-in part of the name in the autosuggest text box that is displayed. A drop-down list displays all the data sources matching the search criteria. 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.