Activities performed
The activity performed resource allows you to provide standards, records, evidence and other similar documents in order to prove that the third party is able to perform the expected functions. The user can define specific requirements for certain activities, thereby requesting that the person allocated to that service needs to present not only the documents required for the contract, but also for the activity in question.
What you can do:
Contract administrator: register and configure an activity
Users of the typeAdministrator by contract They are responsible for creating new activities and defining what is required for them.
- Open the activity registration screen in the Access and Security Management > Third-party management > Activities performed menu;
- A list of registered activities and theirFilters will be shown. To register a new one, click the buttonTo add;
- On the screen that opens, enter theActivity name;
- If this registration is consideredActive, select this option; otherwise it will be considered inactive and cannot be used by new third parties;
- Click on the buttonTo save to continue the registration;
- In the Requirements of the activity performed section, insert the documents that are required to carry out this activity. To do this, click the buttonTo add of this section;
- Enter the details of this requirement, starting with which Document will be used. This document must already bepreviously registered;
- If it is necessary to register a document of this type for this activity, select the fieldMandatory Document. Otherwise, the document will be optional;
- Indicate in the fieldValidity Type, whether the validity of the document will be for a period (number of days, months or years), defined in the document itself or if there is no validity period. If the "Period" option is selected, new fields will be shown so that the duration of this period can be defined;
- Click on the buttonTo save. You will be returned to the previous screen and the registered requirement will be listed in the Requirements section of the activity performed.
After a document has been registered for a certain activity, when the person responsible for the contract registers the person's link with the contract, he can optionally fill in the fieldsActivity carried out It isObservation of the activity carried out. It is also necessary to register the third party documents necessary for the activity - the Employee Documents section shows not only the documents necessary for the contract, but also for the activity informed in the contract.
For the Contract Data Reviewer, information regarding the activity carried out and its observation is shown on the BPM form, when checking the registrations received. This information supports the validation of documents that must be reviewed.
When an activity is changed by the reviewer, it is updated in the link. If it requires new documents, the bond status is changed to "Registration in progress". When an activity is removed by the reviewer, it remains in the link because the system does not differentiate if the value of the field in the BPM was reset or if the variable does not exist there. Because of this, it is recommended not to remove the activity carried out, just change it. If it is necessary to remove it, contact your system administrator.
