Fully Loads Action Plan Actions Data for Reporting

Use the ‘Fully Loads Action Plan Actions Data for Reporting’ scheduled process to create BI reports using the ‘Service – CRM Service Request Action Plan Actions Real Time’, ‘Help Desk – HR Service Request Action Plan Actions Real Time’, ‘Help Desk – Internal Service Request Action Plan Actions Real Time’, or ‘CRM/Help Desk – Case Action Plan Actions Real Time’ subject areas.

Fully loads action plan actions data, for reporting using the ‘Service – CRM Service Request Action Plan Actions Real Time’, ‘Help Desk – HR Service Request Action Plan Actions Real Time’, ‘Help Desk – Internal Service Request Action Plan Actions Real Time’, or ‘CRM/Help Desk – Case Action Plan Actions Real Time’ subject areas. The goal of the process is to provide a consolidation of the action owner from service request, activity, and case related records.

When to Use

This process needs to be executed when there are owners assigned or updated for service request, activity, and/or case records. This is an on-demand job. You must run this job in the following scenarios:

Any time action plan actions data needs to be fully refreshed;

Privileges Required

Verify that you have the following privileges:

• To administer the job, the following roles are required with delete, execute, read and update:

  • ORA_SVC_HELPDESK_ADMINISTRATION

  • ORA_SVC_SR_ADMINISTRATOR

• To schedule the job the following privilege is required:

  • SVC_SCHEDULE_SERVICE_JOBS_PRIV

Before You Start

Review the following before scheduling this scheduled process:

• Recommended Frequency:

  • Based on need

• Execution Time:

  • For single data record, the estimated execution time is less than 1 second

  • For batch job on volume of 10K records, the estimated execution time is less than 1 minute

• Compatibility:

  • No other processes are triggered when this job runs;
  • No potential impact on the server performance while this job is running;
  • There can be only one instance of the job running at any one time, otherwise there will be issues. A built-in locking mechanism prevents a second instance of the job from being started before the current instance has finished. The job itself parallelizes the gathering of the data.
  • There are no issues with business processes executing in parallel with this job;
  • This scheduled process is incompatible with itself; therefore, only one instance of the job should be running at any particular time;

Parameters

None.

Troubleshooting Information

Use this information to troubleshoot the scheduled process.

• Notification of job completion would be using the standard scheduled process notification system;
• If the scheduled job does not run successfully, the next scheduled instance will process data from both jobs;

• This scheduled process idempotent, and no cleanup activity is required if the job fails;
• When the scheduled process starts it will attempt to obtain a process lock. If no other instance of the process is running, it will be successful. Upon successful completion or in the event the process fails gracefully, the lock will be released.
• If the scheduled process is unable to obtain a process lock, the lock will automatically expire after 24 hours.
• To verify this scheduled process is running successfully, create a BI report from the relevant subject area with the associated metrics and search for recent data:
  • Service – CRM Service Request Action Plan Actions Real Time subject area:
    • Time
    • Facts > Service Request Action Plan Action Facts
  • Help Desk – HR Service Request Action Plan Actions Real Time subject area:
  • Time
  • Facts > HR Help Desk Request Action Plan Action Facts
• Help Desk – Internal Service Request Action Plan Actions Real Time subject area:
  • Time
  • Facts > Internal Help Desk Request Action Plan Action Facts
• CRM/Help Desk – Case Action Plan Actions Real Time subject area:
  • Time
  • Facts > Case Action Plan Action Facts