Generate Reports on Compliance Checklists Using OTBI

Generate reports and inquiries on compliance checklists associated with purchasing documents using OTBI. You can create a report using these checklist attributes:

  • Checklist Title
  • Checklist Number
  • Checklist Status
  • Checklist Owner

The checklist attributes are available under the new Checklist folder in these subject areas:

  • Procurement - Purchasing Real Time
  • Procurement - Purchasing Agreements Real Time
  • Procurement - Pending Change Orders Real Time
  • Procurement - Implemented Change Orders Real Time

This screen capture illustrates the feature:

OTBI report using checklist attributes

OTBI Report Using Checklist Attributes

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

To use this feature, you must opt in to the Create Compliance Checklists for Purchasing Documents feature. If you previously opted in to the Create Compliance Checklists for Purchasing Documents feature, then this feature is automatically enabled.

Access Requirements

Users who are assigned a configured job role that contains this duty role can access the Procurement - Purchasing Agreements Real-Time subject area:

  • Agreement Transaction Analysis Duty (FBI_AGREEMENT_TRANSACTION_ANALYSIS_DUTY)

Users who are assigned a configured job role that contains this duty role can access the Procurement - Purchasing Real-Time subject area:

  • Purchase Order Transaction Analysis Duty (FBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY)

Users who are assigned a configured job role that contains this duty role can access the Procurement - Pending Change Orders Real Time subject area:

  • Pending Change Order Transaction Analysis Duty (FBI_PENDING_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY)

Users who are assigned a configured job role that contains this duty role can access the Procurement - Implemented Change Orders Real Time subject area:

  • Implemented Change Order Transaction Analysis Duty (FBI_IMPLEMENTED_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY)

These duties were available prior to this update.