Workflow Reports[edit]


= '''Workflow Reports''' =

The following reports belong to this category:

#Clauses Pending Approval 
#Agreements Pending Execution 
#Templates Pending Approval 
#Agreements Pending Approval&nbsp; 
#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.

The report is auto-filtered for the current Agreement/Amendment.

Based on the permutations and combinations of the applied filter, the result includes the&nbsp;''Clause Code, Contract Type, Description, Name, Sent For Approval Date, Ageing (Days), ''and''Version'' columns.

For deviations, the ''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> 
== 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.&nbsp;

The report is auto-filtered for the current Agreement/Amendment and will only provide information that the user is authorized to view.&nbsp;

Based on the permutations and combinations of the applied filter, the result includes the&nbsp;''Agreement Code, Contract Type, Description, Execution Stage, Sent For Execution Date, ''and ''Ageing (Days)'' columns.

For deviations, the&nbsp;''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> 
== 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.&nbsp;

Based on the permutations and combinations of the applied filter, the result includes the&nbsp;''Template Name, Contract Type, Description, Sent For Approval Date, Ageing (Days), ''and ''Version'' columns.
<div class="image-green-border">[[File:TemplatesPendingApproval.PNG|900px|Templates Pending Approval Report]]</div> 
== Agreements Pending Approval&nbsp; ==

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 the&nbsp;''Agreement Code, Contract Type, Description, Party Name, Status Changed Date, ''and ''Ageing Days'' columns.

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]
<div class="image-green-border">[[File:AgreementsPendingApproval.PNG|900px|Agreements Pending Approval Report]]</div> 
== 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 user to view all the actions that need to be taken and reduces the chances of missing pending requests to create contracts. Without this report, the user would need to apply the right filters in the Search field to get the desired outcome. Besides, the parameters also keep varying and a Dashboard KPI is also not very useful.

The filters for the report include ''Primary Owner, Contract Type (contract request), Created Date (range), Approved Date (range), ''and ''Request Submitted To''.

Based on the applied filter, the result includes the&nbsp;''Contract Request Code, Contract Request Name, Contract Type, Created Date, Approved Date, ''and ''Submitted To ''columns.
<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:PendingRequestsforContractInitiation.PNG|900px|Pending Requests for Contract Initiation Report]]</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_&_Compliance|Legal & Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] |&nbsp;
</div>