SAS ABM Survey Kit A Sample Usage Scenario
SAS ABM Survey Kit A Sample Usage Scenario: Leveraging Flexible Assignment Surveys Copyright © 2005 , SAS Institute Inc. All rights reserved.
Problem: Due to recent re-organizations and company-mergers, you need to allow the flexibility for your survey users to additional activities if you haven’t established the assignment in ABM. In addition, you need to be able to “audit” these new assignments before you upload them back to ABM. Solution: ASK will present the option to additional activities (or cost-objects for Activity Driver surveys) on the last page of each survey form. When users have added new assignments, the users’ status icons will turn orange. This provides a simple cue for you to audit the new assignments.
However, due to can recent organizational in your company, Notice you provide a detailedchanges explanation for each you are not aware Activity that using part of. Periodic. Note “Manage Contractors” column. responsibility You assigned now falls “Administrative under Administrative Salaries”Salaries to the first as well. 2 activities in your Activity Module. To the best of. ASK yourcan knowledge these are the If Periodic. Note is provided, display that But that’s ok. relevant As you’ll notice later on, ASK allow the flexibility description only in the activities survey forforms. Administration Thiswill is very people. useful so your for users survey tousers “dynamically” can know establish precisely the what assignment. type of tasks falls under each activity.
Remember to include Periodic. Note field during the table export if you want to include Account Explanations to your ASK users.
Notice the Activity descriptions Also notice your user can now “add new accounts” at you’ve supplied in ABM (Periodic. Note) the end of each survey form (last page). are displayed “on-the-fly” when your user moves his mouse over them.
In this scenario your user devotes a significant portion of his time to “Manage Contractors”. So he simply selects that activity from the Pull-down menu and add it to his form.
Notice “Manage Contractors” activity now is “dynamically” included in the user form. Note: This Flexible Assignment feature is available only for ASK version 6. 3 or higher. You can check ASK version on the bottom of the login screen.
ASK monitors youprogress will each So user's to in want real-time. “audit” the Smith’s Notice Joe new assignment. status color is orange. You simply click on That’s because the was orange Joe the icon do just that. oneto who added the new activity to his form.
Notice you have just 1 Assignment to audit in this scenario. So what happens behind the scenes when you approve/disapprove it?
When you click “Approve”, behind the scenes, ASK simply tags the “New. Assignment. By” variable (a variable What automatically if you disapprove generated it? by ASK) with keyword “APPROVED”. ASK simply removes that row from the Assignment dataset. But that’s not all it’s doing. You should email the user to review the survey again. if younot useexist “Percentage”-type where If the. Especially Account does in that particulardrivers period/scenario, the quantities add upcreate to 100%. ASK will also should automatically it in the corresponding “Account” Staging table – complete with its dimensional signatures. This must be done otherwise the assignment won’t show up in ABM for that period/scenario.
So as far as monitoring surveys in ASK, you simply ensure all icons are blue before uploading data back to ABM.
Thank You Copyright © 2005 , SAS Institute Inc. All rights reserved.
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