Obligation Management Reports - Revision history

WikiSysop at 09:34, 2 September 2022

2022-09-02T09:34:31Z

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WikiSysop at 17:28, 16 February 2022

2022-02-16T17:28:26Z

Shefali DK at 15:28, 6 January 2022

2022-01-06T15:28:22Z

IDT-1 at 03:21, 21 December 2021

2021-12-21T03:21:06Z

IDT-1 at 15:12, 19 December 2021

2021-12-19T15:12:59Z

IDT-1 at 06:38, 11 December 2021

2021-12-11T06:38:10Z

IDT-1 at 04:51, 20 August 2021

2021-08-20T04:51:28Z

IDT-1 at 10:46, 19 August 2021

2021-08-19T10:46:03Z

IDT-1 at 10:37, 19 August 2021

2021-08-19T10:37:07Z

IDT-1 at 10:15, 19 August 2021

2021-08-19T10:15:28Z

@@ Line 1: / Line 1: @@
 = Obligation Management Reports =
 == Obligations Dashboard&nbsp;and&nbsp;Obligation Management Health Reports ==
@@ Line 21: / Line 18: @@
 #'''Click '''the Reports tile on the Dashboard. The Reports page opens.
-<div class="image-green-border">[[File:OMR 4.PNG|720px|OMR 4.PNG]]</div> <ol start="2">
+<div class="image-green-border">[[File:OMR 4.PNG|720px|OMR 4.PNG]]</div>
-<li>&nbsp;'''Click '''the Obligation Management from the Default Reports drop-down or select the Obligation Management Dashboard report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.</li>
+.&nbsp;'''Click '''the Obligation Management from the Default Reports drop-down or select the Obligation Management Dashboard report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.
-</ol>
+<div class="image-green-border">[[File:OMR1.PNG|600px|OMR1.PNG]]</div>
-<div class="image-green-border">[[File:OMR1.PNG|720px|OMR1.PNG]]</div> <ol start="3">
+.&nbsp;'''Click '''the Obligations Dashboard tile on the Reports page.
-<li>'''Click '''the Obligations Dashboard tile on the Reports page.</li>
+<div class="image-green-border">[[File:OMR 2.png|720px|OMR 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Obligation Mangament Dashboard'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Obligation Management Health:&nbsp;'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
-</ol>
 <div class="image-green-border">[[File:OMR 2.png|720px|OMR 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Mangament Dashboard</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Management Health:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
 The OMH% is calculated using the formula:
 where,
-<div class="note-box">'''Note:''' For OMH calculation, count of fulfillments with due date as 8 days prior to the current date is considered.</div>
+<div class="note-box">'''Note:''' For OMH calculation, count of fulfillments with due date as 8 days prior to the current date is considered</div>
-&nbsp;
+. The following graphs are displayed:&nbsp;
-<ol start="4">
-<li>The following graphs are displayed:&nbsp;
 *Fulfillments due in next 30 days
-*Fulfillments Overdue by Owner <ol start="5">
+*Fulfillments Overdue by Owner
-</ol>  </ul> </li>
-</ol>
-−
-</ul>
-−
-</ol>
-−
-&nbsp;
 *'''Click '''the Fulfillments due in the next 30 days (by agreements) graph. The following columns will be displayed:Obligation Name, Agreement Code, Agreement Name, Obligation ID, Fulfillment for Obligation, Fulfillment ID, Fulfillment Due Date, Fulfillment Extended Due Date, Fulfillment Owner
 *'''Click '''the Fulfillments Overdue by Owner graph. The following columns will be displayed:&nbsp;Obligation Name, Fulfillment Owner, Total Fulfillments, Total Fulfillments Overdue
 *'''Click '''the OMH - Obligation Management Health tile on the Reports page.
-<ol start="5">
-<li>The following columns will be displayed:&nbsp;Agreement Type, Total Fulfillments, Total Fulfillments Open Within, Total Fulfillments Overdue, Total Fulfillments Waiting For, Total Fulfillments Approved Within, Total Fulfillments Approved After, OMH&nbsp;%</li>
+. The following columns will be displayed:&nbsp;Agreement Type, Total Fulfillments, Total Fulfillments Open Within, Total Fulfillments Overdue, Total Fulfillments Waiting For, Total Fulfillments Approved Within, Total Fulfillments Approved After, OMH&nbsp;%
-<li>The health of the Fulfillments are displayed by a color coding. The percentage of fulfillments that are in risk are denoted in red, the fulfillments in between are in the orange color, and the fulfillments that are not in any risk are denoted in green color.</li>
-</ol>
+. The health of the Fulfillments are displayed by a color coding. The percentage of fulfillments that are in risk are denoted in red, the fulfillments in between are in the orange color, and the fulfillments that are not in any risk are denoted in green color.
-<ul style="list-style-type:circle;">
-<li>'''OMH = (D+E) / (Z) * 100'''</li>
+<code><cite><var>'''OMH = (D+E) / (Z) * 100'''</var></cite></code>
-</ul>
 *Z = Total Fulfillments = B+C+D+E
@@ Line 62: / Line 47: @@
 *D = Total Fulfillments within Overdue Date
 *E = Total Fulfillments Approved after Overdue Date
 == Obligation Management Summary Report ==
@@ Line 85: / Line 66: @@
 Each tab can be filtered based on the following parameters:
-<div class="image-green-border">[[File:7.17 OMSR 1.png|220px|7.17 OMSR 1.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 1.png|220px|7.17 OMSR 1.png]]</div>
 '''Compliance Dashboard''': Displays an overview of obligations and fulfillments by Business Status such as Approved, Cancelled, Overdue and so on. The view can be filtered by each status to derive further business insights.
-<div class="image-green-border">[[File:7.17 OMSR 2.png|720px|7.17 OMSR 2.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 2.png|720px|7.17 OMSR 2.png]]</div>
 '''Resource Assignment''': Displays status of fulfillments for different business roles.
-<div class="image-green-border">[[File:7.17 OMSR 3.png|720px|7.17 OMSR 3.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 3.png|720px|7.17 OMSR 3.png]]</div>
 '''Upcoming Fulfillment Milestones''': Displays upcoming important timelines for ongoing obligations and fulfillments.
 <div class="image-green-border">[[File:7.17 OMSR 4.png|720px|7.17 OMSR 4.png]]</div> <div class="image-green-border">&nbsp;</div>
 '''Recent Fulfillment Milestones''': Displays milestones for recently fulfilled obligations.
-<div class="image-green-border">[[File:7.17 OMSR 5.png|720px|7.17 OMSR 5.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 5.png|720px|7.17 OMSR 5.png]]</div>
 '''Fulfillment Explorer''': Displays a comprehensive view of fulfillments, their ownership and statuses.
-<div class="image-green-border">[[File:7.17 OMSR 6.png|720px|7.17 OMSR 6.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 6.png|720px|7.17 OMSR 6.png]]</div>
 '''SLA Tracking''': Displays SLAs for ongoing fulfillments to track various metrices.
-<div class="image-green-border">[[File:7.17 OMSR 7.png|720px|7.17 OMSR 7.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 7.png|720px|7.17 OMSR 7.png]]</div>
 '''Obligation Health by Contract Type''': Displays obligations and fulfillment distribution across agreement contract types.
-<div class="image-green-border">[[File:7.17 OMSR 8.png|720px|7.17 OMSR 8.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 8.png|720px|7.17 OMSR 8.png]]</div>
 '''Obligation Timeline''': Displays the timeline for all obligations and fulfillments.
-<div class="image-green-border">[[File:7.17 OMSR 9.png|720px|7.17 OMSR 9.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.17 OMSR 9.png|720px|7.17 OMSR 9.png]]</div>
 '''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Sourcing_Reports|Sourcing Reports]]&nbsp;

@@ Line 3: / Line 3: @@
 = Obligation Management Reports =
 == Obligations Dashboard&nbsp;and&nbsp;Obligation Management Health Reports ==
@@ Line 37: / Line 38: @@
 *Fulfillments Overdue by Owner <ol start="5">
 </ol>  </ul> </li>
 </ol>

@@ Line 19: / Line 19: @@
 To view these reports:
-#'''Click '''the ''Reports'' tile on the Dashboard. The ''Reports'' page opens.
+#'''Click '''the Reports tile on the Dashboard. The Reports page opens.
 <div class="image-green-border">[[File:OMR 4.PNG|720px|OMR 4.PNG]]</div> <ol start="2">
-<li>&nbsp;'''Click '''the ''Obligation Management'' from the Default Reports drop-down or select the ''Obligation Management Dashboard ''report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.</li>
+<li>&nbsp;'''Click '''the Obligation Management from the Default Reports drop-down or select the Obligation Management Dashboard report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.</li>
 </ol>
 <div class="image-green-border">[[File:OMR1.PNG|720px|OMR1.PNG]]</div> <ol start="3">
-<li>'''Click '''the ''Obligations Dashboard ''tile on the ''Reports ''page.</li>
+<li>'''Click '''the Obligations Dashboard tile on the Reports page.</li>
 </ol>
-<div class="image-green-border">[[File:OMR 2.png|720px|OMR 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Mangament Dashboard</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Management Health:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
+<div class="image-green-border">[[File:OMR 2.png|720px|OMR 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Mangament Dashboard</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Management Health:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
 The OMH% is calculated using the formula:
@@ Line 41: / Line 41: @@
 &nbsp;
-*'''Click '''the ''Fulfillments due in the next 30 days'' (by agreements) graph. The following columns will be displayed:''Obligation Name, Agreement Code, Agreement Name, Obligation ID, Fulfillment for Obligation, Fulfillment ID, Fulfillment Due Date, Fulfillment Extended Due Date, Fulfillment Owner''
+*'''Click '''the Fulfillments due in the next 30 days (by agreements) graph. The following columns will be displayed:Obligation Name, Agreement Code, Agreement Name, Obligation ID, Fulfillment for Obligation, Fulfillment ID, Fulfillment Due Date, Fulfillment Extended Due Date, Fulfillment Owner
-*'''Click '''the ''Fulfillments Overdue by Owner'' graph. The following columns will be displayed:&nbsp;''Obligation Name, Fulfillment Owner, Total Fulfillments, Total Fulfillments Overdue''
+*'''Click '''the Fulfillments Overdue by Owner graph. The following columns will be displayed:&nbsp;Obligation Name, Fulfillment Owner, Total Fulfillments, Total Fulfillments Overdue
-*'''Click '''the ''OMH - Obligation Management Health ''tile on the ''Reports ''page.
+*'''Click '''the OMH - Obligation Management Health tile on the Reports page.
 <ol start="5">
-<li>The following columns will be displayed:&nbsp;''Agreement Type, Total Fulfillments, Total Fulfillments Open Within, Total Fulfillments Overdue, Total Fulfillments Waiting For, Total Fulfillments Approved Within, Total Fulfillments Approved After, OMH&nbsp;%''</li>
+<li>The following columns will be displayed:&nbsp;Agreement Type, Total Fulfillments, Total Fulfillments Open Within, Total Fulfillments Overdue, Total Fulfillments Waiting For, Total Fulfillments Approved Within, Total Fulfillments Approved After, OMH&nbsp;%</li>
-<li>The health of the ''Fulfillments'' are displayed by a color coding. The percentage of fulfillments that are in risk are denoted in red, the fulfillments in between are in the orange color, and the fulfillments that are not in any risk are denoted in green color.</li>
+<li>The health of the Fulfillments are displayed by a color coding. The percentage of fulfillments that are in risk are denoted in red, the fulfillments in between are in the orange color, and the fulfillments that are not in any risk are denoted in green color.</li>
 </ol>
 <ul style="list-style-type:circle;">

@@ Line 20: / Line 20: @@
 #'''Click '''the ''Reports'' tile on the Dashboard. The ''Reports'' page opens.
-<div class="image-green-border">[[File:OMR 4.PNG|720px]]</div> <ol start="2">
+<div class="image-green-border">[[File:OMR 4.PNG|720px|OMR 4.PNG]]</div> <ol start="2">
 <li>&nbsp;'''Click '''the ''Obligation Management'' from the Default Reports drop-down or select the ''Obligation Management Dashboard ''report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.</li>
 </ol>
-<div class="image-green-border">[[File:OMR1.PNG|720px]]</div> <ol start="3">
+<div class="image-green-border">[[File:OMR1.PNG|720px|OMR1.PNG]]</div> <ol start="3">
 <li>'''Click '''the ''Obligations Dashboard ''tile on the ''Reports ''page.</li>
 </ol>
-<div class="image-green-border">[[File:OMR 2.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Mangament Dashboard</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Management Health:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
+<div class="image-green-border">[[File:OMR 2.png|720px|OMR 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Mangament Dashboard</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Management Health:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
 The OMH% is calculated using the formula:
@@ Line 34: / Line 34: @@
 <ol start="4">
 <li>The following graphs are displayed:&nbsp;
-*''Fulfillments due in next 30 days''
+*Fulfillments due in next 30 days
-*''Fulfillments Overdue by Owner'' <ol start="5">
+*Fulfillments Overdue by Owner <ol start="5">
 </ol>  </ul> </li>
 </ol>
-</ul>
+&nbsp;
-−
-</ol>
 *'''Click '''the ''Fulfillments due in the next 30 days'' (by agreements) graph. The following columns will be displayed:''Obligation Name, Agreement Code, Agreement Name, Obligation ID, Fulfillment for Obligation, Fulfillment ID, Fulfillment Due Date, Fulfillment Extended Due Date, Fulfillment Owner''

@@ Line 1: / Line 1: @@
+&nbsp;
-−
 = Obligation Management Reports =
@@ Line 21: / Line 20: @@
 #'''Click '''the ''Reports'' tile on the Dashboard. The ''Reports'' page opens.
-<div class="image-green-border">[[File:Obligation Management Reports 01.png|720px|Obligation Management Reports 01.png]]</div> <ol start="2">
+<div class="image-green-border">[[File:OMR 4.PNG|720px]]</div> <ol start="2">
 <li>&nbsp;'''Click '''the ''Obligation Management'' from the Default Reports drop-down or select the ''Obligation Management Dashboard ''report tile. The Obligations Dashboard and the OMH – Obligation Management Health reports tiles is displayed.</li>
 </ol>
-<div class="image-green-border">[[File:Obligation Management Reports 02.png|720px|Obligation Management Reports 02.png]]</div> <ol start="3">
+<div class="image-green-border">[[File:OMR1.PNG|720px]]</div> <ol start="3">
 <li>'''Click '''the ''Obligations Dashboard ''tile on the ''Reports ''page.</li>
 </ol>
-<div class="image-green-border">[[File:Obligation Management Reports 03.png|720px|Obligation Management Reports 03.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 05.png|720px|Obligation Management Reports 05.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
+<div class="image-green-border">[[File:OMR 2.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Mangament Dashboard</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:Obligation Management Reports 04.png|720px|Obligation Management Reports 04.png]]''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Obligation Management Health:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Obligation Management Reports 06.png|720px|Obligation Management Reports 06.png]]</div>
 The OMH% is calculated using the formula:
@@ Line 38: / Line 37: @@
 *''Fulfillments Overdue by Owner'' <ol start="5">
 </ol>  </ul> </li>
 </ol>