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Org building rounds

Purpose: Configuration of and progress in OrgChart building processes.

Executable: orground

Table 1. Org building rounds report search criteria

Criteria

Description

Campaign status

Select a round status:

  • All rounds : all OrgChart rounds that have been started, regardless of their status. This is the default setting.

  • Active rounds : only the OrgChart rounds that are currently open, but have not yet been completed by the managers.

  • Completed rounds : only the OrgChart rounds where all managers in the round are signed off.

  • Canceled rounds : only the OrgChart rounds that have been canceled by a product administrator.

Round description

Type a round description of one or more OrgChart rounds to only include those rounds in the report. Alternatively, you can search for one or more OrgChart rounds.

Manager ID

Type the profile ID for one or more managers to only include those managers in the report. Alternatively, you can search for one or more manager IDs.

Show summary of these operations

Select one or more operations to filter search results by operation.

Start date range

Define a date range during which the round was initiated.

Report type

Select a report type:

  • Summary : report uses block format and only shows high-level OrgChart round information.

  • Operations summary : report separates the information by operation code and status (denied, open, and approved).

  • Detailed : report includes all available details.



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