Purpose
The purpose of this job aid is to explain how to use the OM Workflow Report and what information it provides.
Description
The OM Workflow Report returns details about the contents of the Work Items you search for, including, but not limited to the action type/action reason, name of initiator, effective date of the action, as well as both current and proposed new data.
The transaction code for this report is ZOM0178.
Step 1. Type ZOM0178 in the Command field on the SAP Easy Access screen or double click it from your favorites folder if you’ve previously saved the transaction there.
Step 2. Choose which selection criteria on which you wish to search.
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Position number – Enter a position number to find PCRs that were performed on the position.
You can review more than one work item at a time by clicking the Multiple selection button. When the pop-up appears, input the personnel numbers you wish to review in the Single Value cells. When they are all entered, click the Copy button on the bottom of the pop-up.
When the pop-up closes, you can see that multiple selections have been made by observing that the box in the multiple selection button has turned green (not pictured).
- Additional data section – Use this section to search for PCRs using one or more of the following fields: Action, Personnel Area, PCR ID, PCR WF Approval Level.
- Action – Action type
- Personnel Area – the agency from which the request originates
- PCR ID – The action tracking number
- PCR WF Approval Level – Use the drop-down menu to select the workflow approval levels. (see table below for code definitions)
As with position numbers, you can include multiple values in this section by selecting the Multiple selection button. Or enter values on both sides of ‘to’ to search a range.
Workflow Report Search Criteria Notes:
The Workflow Reports can be generated only for those entities for which you have security. You can generate the report for your entire agency if you have that security access. The Workflow Report can also be run for smaller groups or for an individual PCR.
WF Approval Level Codes
| Level Code | Level Description | Conditions |
|---|---|---|
| ICRE | Awaiting Initiator PCR Initiation | Coded in both screen Tranx programs when PCR is first created (D) |
| IREJ | Awaiting Initiator Resubmission | After rejected waiting for Initiator to “Resubmit” or “Cancel PCR” |
| IPRO | Initiator Processing | PA – Waiting for Initiator to complete ZHR_HIRING and/or PA40 |
| DA1 | Division Approval | Waiting for Division Approval |
| AA1 | Agency Approval | Waiting for Agency Approval |
| FA1 | Funding Approval | Waiting for Funding Approval |
| OA1 | OSHR Approval | Waiting for OSP Approval |
| BA1 | OSBM Approval | OM – Waiting for Budget Approval |
| SOM | OM Shared Services Approval | OM – Waiting for Shared Service Approval and/or processing |
| CREJ | Complete – Rejected | Initiator “Cancels PCR” after a Rejection |
| CAPR | Complete – Approved | PA – After all approved (Main) OM – After all approved (Main) and after Shared Services Approval |
| CCAN | Complete – Cancelled | PA – After Initiator chooses “Reject after Execution”. In Cancel Sub-WF, End of Main. |
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Once you’ve entered the search parameters, click the Execute button to view the details for the work items(s). The report will return the details of PCRs’ progression through the various levels of approval.
The fields presented will include, but are not limited to: Agency, Action text, WF Status, Creator Name, and Processed Date.
