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Report Name: EIA: Active Planned Tasks (example)
File Name: EarthSoft.Reports.Library.48827.dll
Dependencies: Licensed SPM and SPM Schema
Software: SPM
Source: SPM install
Language: English
Output Type: Excel1
Description: The EIA: Active Planned Tasks report can be used to notify the user of changes to the state of planned tasks configured with the EQuIS Sample Planning Module. For example, an EIA could be configured to generate report output based on a planned task being marked for review (DT_SPM_PLANNED_TASK.PLANNED_TASK_STATE = R_REVIEW).
Installation Instructions: This report requires a licensed SPM and the SPM Schema applied to the database. For SPM usage, no additional steps are necessary. For Enterprise use, this report should be published to the database. When publishing the report, the assembly should be stored in the database. The report will be available for selection once it has been published.
Overview:
When properly configured, this report can help facilitate the planned task approval process.
Example:
1.A scheduling user configures a new planned task and sets the state = Needs Review.
2.An EIA: Active Planned Tasks agent configured to generate scheduled output of all planned tasks with state = Review is delivered to the approving user, notifying the user to review the new planned task.
3.The approving user reviews the planned task and updates the task to either Approved or Rejected as appropriate, adding descriptive comments to the task.
4.A separate EIA: Active Planned Tasks agent configured to generate scheduled output of all planned tasks with state = Approved OR state = Rejected is delivered to the scheduling user, notifying the user to make changes, cancel, or schedule the planned task.
Tables: DT_SPM_PLANNED_TASK
Report Parameters * |
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* This report contains the following hidden parameter(s) that could affect the output of the report:: •Active Tasks •Facility ID
If listed, the Additional Fields parameter may be customized as explained in How To Customize the Additional Fields Parameter.
Consult an EQuIS administrator if hidden parameters should be visible or use different default values in a published report (a report that allows saving of user reports). Hidden parameters cannot be viewed or changed in unpublished reports outside of a report parameter file.
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Report Output |
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FACILITY_ID PLANNED_TASK_CODE NAMING_SCHEMA_SAMPLE NAMING_SCHEMA_NAME NAMING_SCHEMA_TASK TASK_TYPE FREQUENCY_CODE START_DATE END_DATE SAMPLE_PLAN_CODE SKIP_DATES INCLUDE_DATES |
OFFSET_DATES RECURRENCE REMARK DURATION_VALUE DURATION_TYPE EBATCH FULFILLED_BY NAMING_SCHEMA_SAMPLE_QAQC STATUS_FLAG USEPLANNEDVALUES_YN PLANNED_TASK_NAME |
PLANNED_TASK_STATE SKIP_MONTHS PRIORITY_RANKING COMPANY_CODE PERSON_NAME SPM_COMMITMENT_ID CUSTOM_FIELD_1 CUSTOM_FIELD_2 CUSTOM_FIELD_3 CUSTOM_FIELD_4 CUSTOM_FIELD_5 |
1Excel report output requires a valid license of Microsoft Excel to view the output.
Copyright © 2024 EarthSoft, Inc. • Modified: 08 Dec 2023