Add Commitment Details to Planned SPM Task

Commitment details are task metadata that help define the reasons for conducting the task, and the parties responsible for the task. These details assist in the reporting process by allowing you to select groups of tasks based on common values.

For example, one or more Planned Tasks may be configured based on the requirements set forth by a single governing authority or monitoring program. This authority or monitoring program can be selected during reporting to generate output for these related tasks.

Commitment data should be added to Planned Tasks whenever appropriate. To add Commitment Data to a Planned Task:

1.After configuring values in the Task Parameters tab, navigate to the Commitments tab.

2.Click Add if the fields are not enabled.

3.Configure the following fields:

•MONITORING PROGRAM

oText (20)

oLookup: RT_LOOKUP.LOOKUP_CODE where LOOKUP_TYPE = MONITOR_PROGRAM_LOOKUP (LOOKUP_DESC is displayed in SPM)

oThe monitoring program associated with the task.

oTo edit or add to the available values, click “Monitoring Program”, then click “Edit/Add”.

•MONITORING TYPE

oText (20)

oLookup: RT_LOOKUP.LOOKUP_CODE where LOOKUP_TYPE = MONITOR_TYPE_LOOKUP (LOOKUP_DESC is displayed in SPM)

oThe monitoring type associated with the task.

oTo edit or add to the available values, click “Monitoring Type”, then click “Edit/Add”.

•PURPOSE

oText (20)

oLookup: RT_LOOKUP.LOOKUP_CODE where LOOKUP_TYPE = SPM_COMMITMENT_PURPOSE (LOOKUP_DESC is displayed in SPM)

oThe purpose of the task.

oTo edit or add to the available values, click “Purpose”, then click “Edit/Add”.

•RESPONSIBLE DEPARTMENT

oText (20)

oLookup: RT_COMPANY.COMPANY_CODE (COMPANY_NAME is displayed in SPM)

oThe department or company responsible for the task.

•RESPONSIBLE PERSON

oText (50)

oLookup: DT_PERSON.PERSON_NAME

oThe person responsible for the task.

•ALLOWABLE RANGE

oNumeric

oThe allowable range in number of days by which to optimize the task schedule. Go to Optimize a Plan's Schedule for more information regarding Schedule Optimization.

•AUTHORITY

oText (50)

oLookup: RT_LOOKUP.LOOKUP_CODE where LOOKUP_TYPE = AUTHORITY_LOOKUP (LOOKUP_DESC is displayed in SPM)

oThe regulatory authority of the task.

oTo edit or add to the available values, click “Authority”, then click “Edit/Add”.

•AUTHORITY TYPE

oText (50)

Most of the Commitment Details in SPM have corresponding input parameters/output fields in the Task Filter in the SPM, EDGE, and Analytical Results reports.

The SPM - Completeness Report -Detailed, and the SPM - Task Details Report are standard in SPM and include the commitment details in their output.