Registration of Input Windows

On this window, it is possible to report which will be the recipients of the report. In this case, it is possible to define an input window for each recipient, making a same automatic process serves multiple users, in different ways.

When registering a report automatic process, the system automatically inserts a recipient, which is the Default Input Window. This initial configuration of the input window will be used to be sent to the recipient (email) who is registered in the automatic process. Optionally, this recipient may be removed, and in this case, the system will not generate a report to it.

The Default Input Window is used to automate the definition of some parameters for the input window of the model. For example, imagine a report where there are multiple recipients, but most of them will use the same parameters on the input window. If there is a defined Default Input Window, just register the recipient email and the system will “join” the parameters of the Default Input Window, what exempts the user to report the input window for each recipient. However, this behavior will occur only if the indication “Uses the values of the Default Input Window for other recipients” is enabled. This junction will occur only if the recipient does not have the information registered; if there is any value reported for a specific recipient, this value will not be overlapped.

When a recipient is considered on the Default Input Window, it will be presented in a color differentiated from the other recipients.

The existence of a recipient who will be the Default Input Window is not mandatory. Thus, it is possible to delete it. If necessary to define a Default Input Window again, just register a new recipient or choose an already existing recipient and click on it with the right-button. A menu will be displayed, allowing to define the recipient as Default Input Window.

When registering a recipient, the user code can be reported. When the user code is reported and it is associated to a worker, the system will search for the commercial email (Commercial Electronic Address field (EmaCom) from the Complementary Form table (R034CPL)) in the worker’s complementary form and will automatically fill out the Email field. Additionally, the name of the employee who is associated to the worker is displayed, what facilitates the recipient identification. These procedures will occur only if the system is configured to use worker/users.
Besides bringing automatically the worker’s email (if it is associated), the user information will enable that its ranges be loaded at the moment of the report issuing. Thus, the report will be generated only with information to which the user is entitled according to its range registered in the system. This behavior may facilitate the definition of some input windows, since in same cases, it will not be necessary to report the range on the input window, because data will be automatically filtered by the system range.
Any user may be reported when registering the recipient. It does not need to be associated to the worker and, if it is, can be used to another recipient, by just changing its email directly in the grid.

For each recipient registered in the grid, a differentiated input window can be defined, if necessary. For this, just position the Recipient and click the Recipient Input Window button.

Important

The window opened by the Recipient Input Window button only allows to change information from the Entry tab. To change the report output definitions, use the Output Format property from the Generator Model in the own Reports Generator.

After doing all definitions, click the Save button to send all changes done on the window to the database.

Uses the Leaderships Information

It is possible to send differentiated reports to differentiated recipients without registering these recipients. This is possible through the leaderships registration. To use this option, enables the Uses Leaderships Information indication. When enabling this option, a new page called Definitions for Treatment of Leaderships is displayed, which enables to configure with more details how the routine must behave itself in relation to the issuing of reports for recipients of this information.

On this page, it is possible to customize some procedures of the routine relating to the leaderships information.

Consider only the leaderships allocated in the org. chart XX level - This option indicates that only the leaders who are registered in the org. chart who are in the XX hierarchical level will be considered for this report.
Consider the leaderships below the level specified above - This option will be active only if the previous option is defined (different from zero). Indicates that all leaderships registered below the org. chart level previously specified must take part in this process.
Considers information about the Shift in the range of the model - Besides to define automatically the range according to the org. unit to which the leader is set, there is also the option to consider the shift, which is an information that is present in the Leaderships information.
Considers Sub-org. units in which the leadership is registered - This option allows that the leadership receives information resulting from the org. unit that is registered, including the sub-org. units. Thus, the system will define as org. unit range, the current org. unit where the leader is registered and the org. units right below the hierarchy.
Uses the range of the user associated to the information - This option allows that the user/worker who is associated to the leader information be taken into consideration at the moment when issuing the report. In this case, the system will use the user ranges of this worker, what will carry out a filter more adequate to the information that will be displayed in the report. For that this option works correctly it is necessary that the system be using the option of users/worker. When selecting this option, it is mandatory to select at least one of the 3 items below:

Important

The routine of Leaderships will not consider the information about leadership exceptions.

Functioning

One report may be issued for each leader registered. Before issuing the report, the system automatically defines as range of org. unit, the org. unit (and/or sub-org. unit) in which this leader is registered. This guarantees that each leader will receive only information about workers in the org. units where it is as a leader. Optionally, it is possible to include the range that is registered for the user associated to the worker information of the leadership.
To send the e-mail to the corresponding leadership, the system will search for its commercial e-mail in the complementary form. If the e-mail is not found or is not registered, an error message will be generated in the log indicating that a given leadership does not have defined commercial email.

Use Hierarchy of Positions

It is possible to send differentiated reports to differentiated recipients without registering these recipients. It is possible through the hierarchy of positions. To use this option, enable the Use Hierarchy of Positions indication. When enabling this option, a new page called Definitions for Handling Superiors per Position is displayed, which enables to configure with more details how the routine must behave itself in relation to the issuing of reports for recipients of this information.

Notes

This option will be available only in the routine of Positions.
This resource will filter only the reports that the main detail section has relationship with the tables of the Record of Positions (R038HPO), Positions (R017POS) or Employee Register (R034FUN). Other reports will work correctly, however, it will be listed without filtering the position.

In this page, it is possible to customize some routine procedures relating to the hierarchy of positions, as follows:

Hierarchy

It is mandatory to inform the hierarchy of positions to be considered in the automatic process.

Indications

Consider only the positions allocated on the level __ of the hierarchy (00=all the levels)

It is possible to define the level of the hierarchy to be considered in the automatic process.

Consider the occupants allocated below the level specified above

This indication will be available only when reporting a level different from 00. The system will consider the positions allocated on the level reported and all the other which are hierarchically below this level.

Uses the range of the user associated to the position occupant information

When this field is indicated, the ranges of the user associated to the position will be considered when sending the report via automatic process.

Send to:

Occupant of Superior Position - when this field is indicated, the system considers the occupant of the superior position with report listed with information about its subordinated.
Consider Assignments - when this field is indicated, the system considers the assignment of superior position based on the system date to send the email with the report listed with information about the subordinate of the position to which is assigned.

Functioning

The system filters the model run to present only the registers according to the:

Hierarchy and worker position.

If the Occupant from the Superior Position is indicated, the system will search for the occupants from the superior position to send the email with the report listed containing information about its subordinated.

If “Consider Assignments” is indicated, the system will consider the assignment of the Superior position, searching for the worker designated by the assignment based on the system date, to send the email with the report listed through the email with information about its subordinate from the superior position.

If the Occupier from Superior Position and the Consider Assignments field are indicated, the system will consider the occupant from the superior position and the worker designated by the assignment, and the report will be sent via email for both workers:

Uses values from the Default Input Window for the other recipients

Allow to indicate if the Default Input Window registered must be also considered for other recipients reported. It will be done only if the recipient does not have own input window registered. If there is, it will not be overlapped.

Updates the Dates from the Input Window

Allows to indicate if the dates from the report input window must or not be updated when the process is run. In order these dates are not updated, this option must be deselected when registering the automatic process (by default, it will come selected).