Managing Action Assignments Concept Managing Action Assignments Managing

Managing Action Assignments Concept

Managing Action Assignments

Managing Action Assignments Step 1 Begin by navigating to the Action Status by Owner Rpt page. Click the Scroll Down arrow.

Managing Action Assignments Step 2 Click the Accounts Receivable menu.

Managing Action Assignments Step 3 Click the Customer Interactions menu.

Managing Action Assignments Step 4 Click the Actions menu.

Managing Action Assignments Step 5 Click the Action Status By Owner Rpt menu.

Managing Action Assignments Step 6 You can run this report by searching for an existing Run Control ID or you can add a new value.

Managing Action Assignments Step 7 Click the Add a New Value tab.

Managing Action Assignments Step 8 A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

Managing Action Assignments Step 9 Creating a Run Control ID that is relevant to the report may help you remember it for future use. Enter the desired information into the Run Control ID field. Enter "ACTION".

Managing Action Assignments Step 10 Click the Add button.

Managing Action Assignments Step 11 Use the Action Status by Owner Rpt page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the report is run.

Managing Action Assignments Step 12 Click the Run button.

Managing Action Assignments Step 13 Use the Process Scheduler Request page to enter or update parameters, such as server name and report output format.

Managing Action Assignments Step 14 Click the Server Name list.

Managing Action Assignments Step 15 Click the PSNT list item.

Managing Action Assignments Step 16 Use the Type list to select the type of output you want to generate for this job. Your four choices are File, Printer, Email, or Web.

Managing Action Assignments Step 17 Use the Format list to define the output format for the report. The values are dependent upon the Process Type for the process you select. In this example, the default value is PDF.

Managing Action Assignments Step 18 Click the OK button.

Managing Action Assignments Step 19 Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

Managing Action Assignments Step 20 Click the Process Monitor link.

Managing Action Assignments Step 21 The Process List page consists of all of the processes that have been run and their current status. You can select the server that you used to generate the SQR report to reduce the number of processes that display. You can click the Refresh button to track the progress of each process.

Managing Action Assignments Step 22 The current status of the process is Queued. The process is finished when the status is Success. Continue to click the Refresh button until the status is Success.

Managing Action Assignments Step 23 Click the Refresh button.

Managing Action Assignments Step 24 Click the Save button.

Managing Action Assignments Step 25 Click the Go back to Action Status By Owner Rpt link.

Managing Action Assignments Step 26 Click the Report Manager link.

Managing Action Assignments Step 27 Click the Administration tab.

Managing Action Assignments Step 28 The Administration page lists the Report ID and Description by process instance along with the format and status of each report.

Managing Action Assignments Step 29 When you click on a report's Description link, a window appears with a PDF version of the report.

Managing Action Assignments Step 30 You have successfully run the owner action status report. End of Procedure.