Report Prompts (HRP986)

When running the Separation of Duties – Workflow report, users will be presented prompts based on their security access to identify parameters and sets of data to be included in the report results. If a person has access to both organizations or Major Administrative Units (MAU) and departments/sub-orgs, they will see a prompt for organizations to select and a cascading prompt with departments and/or sub-orgs within those organizations to select. If a person only has access to departments/sub-orgs, they will see a prompt with just those departments/sub-orgs to select from.

Three types of searches can be performed:

• Summary Search: Returns a summary page of all employees who meet the organizational and enterprise structure selections in the prompts.
• Employee(s) Specific Search: Returns a summary page of the specific employee(s) selected and are within the organizations the user has access to.
• Initiator(s) Specific Search:  Returns a summary page of the employee work items initiated by the specific initiator(s) selected and are within the organizations the user has access to.

 

Summary Search

Prompt #1: Select Organization(s)/Departments to Include (required)

Select to view either Organizations (MAU) codes or Department/Sub-Org codes to be displayed for selection in the next prompt. This prompt is required, the default selection is Organization. Users who have access to both Org level and department level data can choose which level of organization code prompts to view and select from in the next prompt. 

Prompt #2a: Select Organizations(s)

Select which Organization (MAU) codes to display in the report. Options presented in this selection box will depend on the user's access. To select multiple Organizations, hold down the Control key while you make your selections. If no Organization or Department selection are indicated, the report will display data for all units the user has access to.

Prompt #2b: Select Department(s)/Sub-Org(s)

To select specific department(s)/sub-org(s) reporting to the MAU, highlight the Organization (MAU) and click on the Reprompt button, the department/sub-orgs reporting to the organization will be displayed in which the user has access to. To select multiple departments/sub-orgs, hold down the Control key while making your selections.

Prompt #3: Select Date Range (required)

Select the Date Range of the approved workflow requests for the search. Data will pull as of the dates selected and defaults to today’s date.  A previous or future date can be selected.  This prompt is required. 

                                                    

 You may now click Finish to view your report.

 

Employee(s) Specific Search

Prompt #1: Select Organization(s)/Departments to Include (required)

Select either Organization(s) or Department(s)/Sub-Org(s) option to filter based on MAU(s) or department(s) desired. This prompt is required and defaults to Organization.

NOTE:  For the Employee(s) specific search, selection of Organization(s) or Department(s) is optional.

 

Prompt #2: Select Personnel Number(s)

Enter the employee Personnel Number in the Search field to search for a specific employee.  Note:  The ability to search for an employee will depend on the user's access, only employee(s) within the organization(s) the user has access to can be searched.

For a more inclusive search, click on the Options link and select the 'Contains any of these keywords' radio button.  (Note:  Options default is ‘Starts with any of these keywords’).  Then, click on the Search button.

All matching results will be returned in the Results column. To select the employee, click on the personnel number of the employee in the Results column and click on the Insert button to transfer to the Choice field. 

                                       

Prompt #3: Select Date Range (required)

Select the Date Range of the approved workflow requests for the search. Data will pull as of the dates selected and defaults to today’s date.  A previous or future date can be selected.  This prompt is required.

                                                          

Select Finish to run the report.

 

Initiator(s) Specific Search

Prompt #1: Select Organization(s)/Departments to Include (required)

Select either Organization(s) or Department(s)/Sub-Org(s) option to filter based on MAU(s) or department(s) desired. This prompt is required and defaults to Organization.

NOTE:  For the Initiator(s) specific search, selection of Organization(s), Department(s) or Personnel Number(s) is optional.

 

Prompt #2: Select Initiator(s) (optional)

Enter the MSU NetID to search for a specific initiator in the Search field.  Note:  The ability to search for an employee will depend on the user's access, only employee(s) within the organization(s) the user has access to can be searched.

For a more inclusive search, you can click on the Options link, however, for a MSU NetID search, the option already defaults to ‘Starts with any of these keywords’ radio button and this is the best option to search by.  Then, click on the Search button.

All matching results will be returned in the Results column. To select the initiator, click on the MSU NetID of the initiator in the Results column and click on the Insert button to transfer to the Choice field.  Note, if searching for multiple initiators, only one at a time can be selected.

                                   

Prompt #3: Select Date Range (required)

Select the Date Range of the approved workflow requests for the search. Data will pull as of the dates selected and defaults to today’s date.  A previous or future date can be selected.  This prompt is required.

                                                     

Select Finish to run the report.