5. Reports

This chapter deals with the various reports that are available for the Process framework.

This chapter contains the following sections:

5.1 List of Task Assignment Rules Report

This section contains the following topics:

5.1.1 Generating Task Assignment Rules Report

This report provide the list of rules for a given User ID and process flow. You can invoke this report by typing ‘ORRCACAR’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

5.1.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Process

This is the process

Stage

This is the stage of the process

Rule

This is the rule ID

Rule Description

This is the description of the rule

Expression

This indicates the rule expression

Start Date

This indicates the start date

End Date

This indicates the end date

Disable

This indicates whether the rule is disabled

Assignee User

This is the user to whom the task is assigned

Execution Order

This indicates the order of execution

5.2 Workflow Task Audit Log Report

This section contains the following topics:

5.2.1 Generating Workflow Task Audit Log Report

This report lists the workflow task assignment in chronological order. You can invoke the ‘Workflow Task Audit Log’ screen by typing ‘ORRCACAD’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

5.2.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Workflow Reference

This is the workflow reference number

Event

This is the event

Assignee Group

This is the assignee group

Updated By

This indicates the group or user who has updated the event.

Event Date

This indicates the event date

Comments

This indicates the comment

5.3 User Work Load Logically Grouped Based on Supervi­sor Report

This section contains the following topics:

5.3.1 Generating Work Load Report of the User

This report provides a list of open, closed and total number of tasks of direct reports of a supervisor. You can invoke this screen by typing ‘ORRCACLD’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Supervisor ID

Specify the supervisor ID. Alternatively, you can select the supervisor ID from the option list. The list displays all valid supervisor IDs.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

5.3.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Supervisor ID, User ID and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Total Task for the Period

This indicates the total tasks during the specified period

User ID

This is the user identification number

Pending Tasks

This is the number of pending tasks

Completed Tasks

This is the number of completed tasks

5.4 Assignment Vs Completed Analysis Report

This section contains the following topics:

5.4.1 Generating Assignment Vs Completed Analysis Report

This report lists tasks assigned to users and number of open, closed and total number of tasks. You can invoke the ‘Underwriting Status By Month and Intermediary Report’ screen by typing ‘ORRCACLD’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Assignee Group

Specify the assignee group. Alternatively, you can select the assignee group from the option list. The list displays all valid assignee groups.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

5.4.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, User ID, Assignee Group, Month for which report is being generated and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Total Task for the Period

This number of tasks within the specified period.

Assignee Group

This is the assignee group to which the task is assigned.

User ID

This is the user identification number

Pending Tasks

This is the number of pending tasks

Completed Tasks

This is the number of completed tasks

5.5 Load Factor Report

This section contains the following topics:

5.5.1 Generating Load Factor Report

This report lists the number of pending and completed tasks assigned to each user and and a load factor which indicates the percentage of group tasks assigned to user during the specified period. You can invoke this screen by typing ‘ORRCACLF’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

Specify the following details:

From Date

Specify, from the adjoining calendar button, the date from which you require details.

To Date

Specify, from the adjoining calendar button, the date till which you require details.

Assignee Group

Specify the assignee group. Alternatively, you can select the assignee group from the option list. The list displays all valid assignee groups.

Supervisor ID

Specify the supervisor ID. Alternatively, you can select the supervisor ID from the option list. The list displays all valid supervisor IDs.

Click ‘OK’ button to generate the report. Click ‘Exit’ to return to the Reports Browser.

5.5.2 Contents of the Report

The contents of the report are discussed under the following heads:

Header

The Header carries the Report Name, Run Date and Time, Assignee Group, Month for which report is being generated and the Period for which the report is generated.

Body of the Report

The following details are displayed in the report:

Field Name

Field Description

Number of Ses­sions in the Period

This indicates the number of sessions during the specified period

Peak Session Load

This indicates the peak session load

Average Session Load

This indicates the average session load

User

This indicates the user ID

Total Number of tasks

This indicates the total number of tasks

Peak Session

This indicates the date and time of peak session

Pending Tasks

This indicates the number of pending tasks

Completed Tasks

This indicates the number of completed tasks

Percentage of Tasks Handles

This indicates the percentage of tasks handled.