| Line 12: | Line 12: | ||
== Clauses Pending Approval == | == Clauses Pending Approval == | ||
| − | The Clauses Pending Approval Report provides information on the number of clauses that are pending for approval. | + | The Clauses Pending Approval Report provides information on the number of clauses that are pending for approval. This enables you to take necessary steps to ensure smooth workflow. |
| − | The report is auto-filtered for the current | + | The report is auto-filtered for the current agreement/amendment. The result includes details of the clauses such as the date of sending the agreement for approval, the number of days the approval has been pending and the version. |
| − | + | The following columns will display with hyperlinks to the actual agreement: | |
| − | For | + | *''Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), ''and''Version'' |
| + | *''Deviated By, Deviated Date & Time, Deviation Status, Comments Added By, Comments Added Date & Time, Comments, Approved By ''(multiple entries), ''and Approved Date & Time'' (multiple entries) columns are visible. | ||
<div class="image-green-border">[[File:Clauses Pending Approval Report.png|900px|Clauses Pending Approval Report]]</div> | <div class="image-green-border">[[File:Clauses Pending Approval Report.png|900px|Clauses Pending Approval Report]]</div> | ||
== Agreements Pending Execution == | == Agreements Pending Execution == | ||
| − | The Agreement Pending Execution Report provides information on the number of | + | The Agreement Pending Execution Report provides information on the number of agreements/amendments that await internal signature and/or the signature from the customer. |
| − | The report is auto-filtered for the current | + | 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. |
| − | + | The following columns will display the following columns along with hyperlinks to the actual agreement: | |
| − | For | + | *''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and''Ageing (Days)'' |
| + | *''Deviated By, Deviated Date & Time, Deviation Status, Comments Added By, Comments Added Date & Time, Comments, Approved By (multiple entries), ''or ''Approved Date & Time ''(multiple entries) columns are visible. | ||
<div class="image-green-border">[[File:AgreementPendingExecution.PNG|900px|Agreement Pending Execution Report]]</div> | <div class="image-green-border">[[File:AgreementPendingExecution.PNG|900px|Agreement Pending Execution Report]]</div> | ||
== Templates Pending Approval == | == Templates Pending Approval == | ||
| Line 34: | Line 36: | ||
The Templates Pending Approval Report provides details related to the Templates pending approvals or deviation approvals. | The Templates Pending Approval Report provides details related to the Templates pending approvals or deviation approvals. | ||
| − | The report is auto-filtered for the current | + | 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 template, contract type, the date it had been sent for approval, and how long it has been pending, and the version. This enables you to make informed decisions and ensure smooth workflows. |
| − | + | The result includes any of the following columns with hyperlinks: | |
| + | |||
| + | ● ''Template Name, Contract Type, Description, Sent For Approval Date, Ageing (Days), ''and ''Version'' | ||
<div class="image-green-border">[[File:TemplatesPendingApproval.PNG|900px|Templates Pending Approval Report]]</div> | <div class="image-green-border">[[File:TemplatesPendingApproval.PNG|900px|Templates Pending Approval Report]]</div> | ||
== Agreements Pending Approval == | == Agreements Pending Approval == | ||
| − | The Agreements Pending Approval Report provides information on the number of | + | The Agreements Pending Approval Report provides information on the number of agreements/amendments that are in the ''Waiting for Approval'' state. |
| − | The report is auto-filtered for the current | + | The report is auto-filtered for the current agreement/amendment and will only provide information that the user is authorized to view. Based on the permutations and combinations of the applied filter, the result includes details about the agreement, the status changed date, and the number of days it has been pending approval. |
| − | + | The following columns will be displayed with hyperlinks to the actual agreement: | |
| + | |||
| + | *''Agreement Code, Contract Type, Description, Party Name, Status Changed Date, ''and ''Ageing Days'' | ||
In the Review Pending state, the Agreement Details should display the Approve, Reject, Download Document, Request Review, Edit/Modify, Lock/Unlock the document.<br/> [http://products-tfs:8080/tfs/Products/ICM/_workItems?searchText=pending&_a=edit&id=30125&triage=true http://products-tfs:8080/tfs/Products/ICM/_workItems?searchText=pending&_a=edit&id=30125&triage=true] | In the Review Pending state, the Agreement Details should display the Approve, Reject, Download Document, Request Review, Edit/Modify, Lock/Unlock the document.<br/> [http://products-tfs:8080/tfs/Products/ICM/_workItems?searchText=pending&_a=edit&id=30125&triage=true http://products-tfs:8080/tfs/Products/ICM/_workItems?searchText=pending&_a=edit&id=30125&triage=true] | ||
| Line 50: | Line 56: | ||
== Pending Requests for Contract Initiation == | == Pending Requests for Contract Initiation == | ||
| − | The Pending Requests for Contract Initiation Report provides information on the number of requests pending for logged in user. This enables | + | The Pending Requests for Contract Initiation Report provides information on the number of requests pending for the logged in user. As parameters keep changing, the Dashboard KPIs do not assist you in keeping track of requests that are pending action. This report enables you to view all the actions that need to be taken and reduces the chances of missing pending requests to create contracts. However, if the correct filters are applied for the contract type, date of request creation, approvals and request submission, this report provides a consolidated list of requests that are pending action. Without this report, the user would need to apply the right filters in the ''Search'' field to get the desired outcome. |
| + | |||
| + | The filters for the report include the contract type and the date of creation and approval, as well as details of the request submission. | ||
| + | |||
| + | Based on the applied filter, the result includes contract details such as the contract request code, date of creation and approval, as well as whom it was submitted to. | ||
| + | |||
| + | The result displays the following columns with hyperlinks to the actual agreement: | ||
| − | + | *''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and''Submitted To.'' | |
| − | + | The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code. | |
| − | + | <div class="image-green-border"><br/> [[File:PendingRequestsforContractInitiation.PNG|900px|Pending Requests for Contract Initiation Report]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> | |
'''Related Topics:''' [[Reports|Overview of Reports]] | [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_&_Compliance|Legal & Compliance Reports ]]| [[Admin_Reports|Admin Reports]] | | '''Related Topics:''' [[Reports|Overview of Reports]] | [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_&_Compliance|Legal & Compliance Reports ]]| [[Admin_Reports|Admin Reports]] | | ||
</div> | </div> | ||
Revision as of 17:59, 7 December 2017
Contents
Workflow Reports
The following reports belong to this category:
- Clauses Pending Approval
- Agreements Pending Execution
- Templates Pending Approval
- Agreements Pending Approval
- Pending Requests for Contract Initiation
Clauses Pending Approval
The Clauses Pending Approval Report provides information on the number of clauses that are pending for approval. This enables you to take necessary steps to ensure smooth workflow.
The report is auto-filtered for the current agreement/amendment. The result includes details of the clauses such as the date of sending the agreement for approval, the number of days the approval has been pending and the version.
The following columns will display with hyperlinks to the actual agreement:
- Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), andVersion
- Deviated By, Deviated Date & Time, Deviation Status, Comments Added By, Comments Added Date & Time, Comments, Approved By (multiple entries), and Approved Date & Time (multiple entries) columns are visible.
Agreements Pending Execution
The Agreement Pending Execution Report provides information on the number of agreements/amendments that await internal signature and/or the 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.
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, andAgeing (Days)
- Deviated By, Deviated Date & Time, Deviation Status, Comments Added By, Comments Added Date & Time, Comments, Approved By (multiple entries), or Approved Date & Time (multiple entries) columns are visible.
Templates Pending Approval
The Templates Pending Approval Report provides details related to the Templates pending approvals or deviation approvals.
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 template, contract type, the date it had been sent for approval, and how long it has been pending, and the version. This enables you to make informed decisions and ensure smooth workflows.
The result includes any of the following columns with hyperlinks:
● Template Name, Contract Type, Description, Sent For Approval Date, Ageing (Days), and Version
Agreements Pending Approval
The Agreements Pending Approval Report provides information on the number of agreements/amendments that are in the Waiting for Approval state.
The report is auto-filtered for the current agreement/amendment and will only provide information that the user is authorized to view. Based on the permutations and combinations of the applied filter, the result includes details about the agreement, the status changed date, and the number of days it has been pending approval.
The following columns will be displayed with hyperlinks to the actual agreement:
- Agreement Code, Contract Type, Description, Party Name, Status Changed Date, and Ageing Days
In the Review Pending state, the Agreement Details should display the Approve, Reject, Download Document, Request Review, Edit/Modify, Lock/Unlock the document.
http://products-tfs:8080/tfs/Products/ICM/_workItems?searchText=pending&_a=edit&id=30125&triage=true
Pending Requests for Contract Initiation
The Pending Requests for Contract Initiation Report provides information on the number of requests pending for the logged in user. As parameters keep changing, the Dashboard KPIs do not assist you in keeping track of requests that are pending action. This report enables you to view all the actions that need to be taken and reduces the chances of missing pending requests to create contracts. However, if the correct filters are applied for the contract type, date of request creation, approvals and request submission, this report provides a consolidated list of requests that are pending action. Without this report, the user would need to apply the right filters in the Search field to get the desired outcome.
The filters for the report include the contract type and the date of creation and approval, as well as details of the request submission.
Based on the applied filter, the result includes contract details such as the contract request code, date of creation and approval, as well as whom it was submitted to.
The result displays the following columns with hyperlinks to the actual agreement:
- Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, andSubmitted To.
The report is sort by the alphabetical order of the contract type followed by the alphabetical order of the Agreement Code.
Related Topics: Overview of Reports | Agreement Details Page Reports | Legal & Compliance Reports | Admin Reports |
