Workflow Reports - Revision history

WikiSysop at 08:04, 2 September 2022

2022-09-02T08:04:32Z

WikiSysop at 05:21, 12 May 2022

2022-05-12T05:21:58Z

WikiSysop at 05:50, 24 December 2021

2021-12-24T05:50:19Z

IDT-1 at 12:31, 10 December 2021

2021-12-10T12:31:53Z

IDT-1 at 10:59, 20 January 2021

2021-01-20T10:59:07Z

WikiSysop at 11:36, 25 August 2020

2020-08-25T11:36:46Z

WikiSysop at 11:31, 25 August 2020

2020-08-25T11:31:04Z

IDT-5 at 06:53, 27 August 2019

2019-08-27T06:53:07Z

WikiSysop at 09:48, 15 April 2019

2019-04-15T09:48:22Z

WikiSysop at 09:47, 15 April 2019

2019-04-15T09:47:10Z

@@ Line 1: / Line 1: @@
 = Workflow Reports =
@@ Line 9: / Line 10: @@
 #Agreements Pending Approval&nbsp;
 #Approved Requests Waiting For Contract Creation
 == Clauses Pending Approval ==
@@ Line 68: / Line 70: @@
 *''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and&nbsp;''Submitted To.''
-<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:AEWF1.png|720px|AEWF1.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">&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:AEWF1.png|720px|AEWF1.png]]</div> <div class="image-green-border">&nbsp;</div>
 '''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation_Management_Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|
 </div>

@@ Line 22: / Line 22: @@
 == Agreements Pending Execution ==
-The Agreement Pending Execution Report provides information on the number of Agreements or Amendments that await internal signature and/or the signature from the customer.
+The Agreement Pending Execution Report provides information on the number of Agreements or Amendments that await “Internal Signature”, “External Signature”, and/or “Waiting for Signature” from the customer.
 The report is auto-filtered for the current Agreement/Amendment and will only provide information that the user is authorized to view. The result includes details about the Agreement, the state of execution, the date of execution as well as the number of days that the execution has been pending. This enables you to make informed decisions and ensure smooth workflows. Multiple graphs may be seen on Contract Types and Organization Units.&nbsp;
@@ Line 28: / Line 28: @@
 The following columns will display the following columns along with hyperlinks to the actual agreement:
-*''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)''
+*Agreement Code
 <div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Pending Exe 8.png|720px|Agreement Pending Exe 8.png]]</div> <div class="image-green-border">&nbsp;</div>
 == Templates Pending Approval ==

@@ Line 1: / Line 1: @@
-= '''Workflow Reports''' =
+= Workflow Reports =
 The following reports belong to this category:
@@ Line 29: / Line 29: @@
 *''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)''
-<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Pending Exe 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Pending Exe 8.png|720px|Agreement Pending Exe 8.png]]</div> <div class="image-green-border">&nbsp;</div>
 == Templates Pending Approval ==
@@ Line 63: / Line 63: @@
 *''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and&nbsp;''Submitted To.''
-<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:AEWF1.png|720px]]</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">&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:AEWF1.png|720px|AEWF1.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">&nbsp;</div> <div class="image-green-border">
 '''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation_Management_Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|
 </div>

@@ Line 20: / Line 20: @@
 *''Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), ''and&nbsp;''Version''
 <div class="image-green-border">[[File:Clauses Pending Approval C7SP6.PNG|720px|Clauses Pending Approval C7SP6]]</div>
 == Agreements Pending Execution ==
@@ Line 30: / Line 29: @@
 *''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)''
-<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">[[File:7.15 Agreement Status Filter 02.png|720px]]</div>
+<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Pending Exe 8.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
-−
 == Templates Pending Approval ==
@@ Line 65: / Line 63: @@
 *''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and&nbsp;''Submitted To.''
-<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:Approved Requests Waiting For Contract Creation 7.8.jpg|720px|RTENOTITLE]]</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">&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:AEWF1.png|720px]]</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">&nbsp;</div> <div class="image-green-border">
-'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]]&nbsp;| [[Obligation_Management_Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|
+'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation_Management_Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|
 </div>

@@ Line 20: / Line 20: @@
 *''Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), ''and&nbsp;''Version''
 <div class="image-green-border">[[File:Clauses Pending Approval C7SP6.PNG|720px|Clauses Pending Approval C7SP6]]</div>
 == Agreements Pending Execution ==
@@ Line 29: / Line 30: @@
 *''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)''
-<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div>
+<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the "Agreement Status" filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.</div> <div class="image-green-border">[[File:7.15 Agreement Status Filter 02.png|720px]]</div>
 == Templates Pending Approval ==

@@ Line 64: / Line 64: @@
 *''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and&nbsp;''Submitted To.''
 <div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:Approved Requests Waiting For Contract Creation 7.8.jpg|720px|RTENOTITLE]]</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">&nbsp;</div> <div class="image-green-border">
-'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] |&nbsp;
+'''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Sourcing_Reports|Sourcing Reports]]&nbsp;|
 </div>

@@ Line 19: / Line 19: @@
 *''Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), ''and&nbsp;''Version''
-<div class="image-green-border">[[File:Clauses Pending Approval C7SP6.PNG|950px|Clauses Pending Approval C7SP6]]</div>
+<div class="image-green-border">[[File:Clauses Pending Approval C7SP6.PNG|720px|Clauses Pending Approval C7SP6]]</div>
 == Agreements Pending Execution ==
@@ Line 29: / Line 29: @@
 *''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)''
-<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|Agreements Pending Execution C7SP6]]</div>
+<div class="image-green-border">[[File:Agreements Pending Execution C7SP6.PNG|720px|Agreements Pending Execution C7SP6]]</div>
 == Templates Pending Approval ==
@@ Line 39: / Line 39: @@
 ●&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ''Template Name, Contract Type, Description, Sent For Approval Date, Ageing (Days), ''and ''Version''
-<div class="image-green-border">[[File:Templates Pending Approval C7SP6.PNG|1200x379px|Templates Pending Approval C7SP6]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Templates Pending Approval C7SP6.PNG|720px|Templates Pending Approval C7SP6]]</div> <div class="image-green-border">&nbsp;</div>
 == Agreements Pending Approval&nbsp; ==
@@ Line 51: / Line 51: @@
 In the Review Pending state, the Agreement Details should display the Approve, Reject, Download Document, Request Review, Edit/Modify, Lock/Unlock the document.
-<div class="image-green-border">[[File:Agreements Pending Approval C7SP6.PNG|Agreements Pending Approval C7SP6]]</div>
+<div class="image-green-border">[[File:Agreements Pending Approval C7SP6.PNG|720px|Agreements Pending Approval C7SP6]]</div>
 == Approved Requests Waiting for Contract Creation ==
@@ Line 63: / Line 63: @@
 *''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and&nbsp;''Submitted To.''
-<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.<br/> [[File:Approved Requests Waiting For Contract Creation 7.8.jpg|RTENOTITLE]]</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">
+<div class="image-green-border">The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.</div> <div class="image-green-border"><br/> [[File:Approved Requests Waiting For Contract Creation 7.8.jpg|720px|RTENOTITLE]]</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">&nbsp;</div> <div class="image-green-border">
 '''Related Topics:'''&nbsp;[[Reports|Overview of Reports]]&nbsp;| [[Agreement_details_page_reports|Agreement Details Page Reports]] |&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] |&nbsp;
 </div>