2089521 - Reports - Information Icon, Routing History, Audit Trail, Revision History,

SAP Knowledge Base Article - Public

2089521 - Reports - Information Icon, Routing History, Audit Trail, Revision History,

Symptom

  • What it the blue information icon for?
     
  • What is the audit history?
     
  • How do I view the routing history of a form?
     
  •  How do I control access to the revision history?
     
  • How do we display Skipped steps in the info screen?

Environment

  • BizX Platform

Resolution

As Seen on the Position Org Chart

  • Position-based planning: Made various enhancements to the Succession organization chart,

    o A new blue information icon displays next to titles. Clicking on the icon opens a left panel that displays more details about the job role. Note: This feature is only available on the Ultra organization charts. Ultra organization charts can be used with both SuccessFactors V10 and SuccessFactors ULTRA. (SCM-3586)
     
  • To disable the blue info icon on the SOC, the switch is located at:
     
    Admin -> Company System and Logo Settings -> Hide Role information icon for position-based Succession Org Chart.

As Seen in the Performance Module

  • The Blue Information Icon displays in a users inbox in the Action Column when enabled. The administrator can control who has access to this icon. It is also available to people with Detailed Reporting Rights from the Detailed Document Search Report.
    Tip: Hover over the icon to display the Document ID for any form.
     
  • Clicking on the icon takes you to the Audit Trail and Routing Map information. You also see basic information about the form such as:
     
    Originator: Admin Thomas Admin
    Subject: Admin Thomas Admin
    Type: Form
    Title:    2012 Performance Form
    Due Date: 09/22/2012   
    Status: Modify Stage
    Document Id: 6238
     
  • The page also shows the Approval Chain. The checklist illustrates the approval chain for this document. The current owner of the process in the approval chain is highlighted.
     
  • The Routing Map section will show you the following information for this form: Step Type, Stage, Employee, Step, Status.
     
  • The Audit Trail section will show you the following information: Currently With, Employee, Action, Comments, Status, Act By. Some of the Steps may display as links, whereas some may not. Links allow you to drill into the form to see the form information for that step. You cannot drill into steps that you do not have permission to, so not all steps may be clickable.
     
  • Entries in the audit trail are only created when a form moves from one step to the next, for example from step 1 to step 2. Audit trail entries are not created if the step is Iterative and Collaborative and the people involved are only passing the form back and forth between themselves. This is NOT moving a form to the next step so will not creat an audit trail snapshot.
     
  • Some steps may be clickable which means you can open up the form to see what the information was historically at that step. These are each snapshots in time of what the form contained when being moved from that step. Not all steps may be clickable for you. that is controlled by the forms role permissions, so you will only be able to click and open steps in the history if you had permission to view that information for that step. this ensures no one can ever see information that they were not permissioned to see.
     
  • Routing Comments: By default many email templates include the comments entered by the sender when being sent to the next step. These same comments are also stored by default in the audit history for the form. Note: if you wish to disable the saving of senders comments to the audit trial, see the solution "Do not store sender's comment on workflow action."  In admin tools > Company System and Logo Settings > "Do not store sender's comment on workflow action". If this is enabled any comments would not stored in the audit history.

Controlling Who Sees The Information Icon

       Go to Admin Tools > System Properties > Company System and Logo Settings.

       The two options that control visibility of this icon in the in-boxes are:

  • Everyone can access the revision history of the document.
    • Allows users to access the revision history of each document for which they were on the approval chain. When you select this option, your users can go to the Documents Information page and view a read-only snapshot of the document as it was in each stage of the workflow.
       
  • Manager can access the revision history of the document.
    • When you select this option, the manager can go to the Documents Information page and view a read-only snapshot of the document as it was in each stage of the workflow.
       
  • Disable Per Template: You can disable the icon from each template. Go to Admin Tools and open the template advanced settings > check the option "Disable Info Button. This takes effect immediately.

Suppressing User Comments in the Audit Trail

  • If for privacy reasons you do not wish user's comments stored and displayed in the Audit Trail you can turn that off.

           (The comments were attached to the email notifications sent when documents were routed through the workflow.)

Viewing Skipped Steps

  • To display skipped steps in the info screen enable from Admin Tools >
     
  • Form Template Settings > Display Skipped Steps in Left Hand Side of Information Page  More info found here.

How to check the audit trail of a form without proxy rights?

  • When a BA admin does not have proxy rights, how can he/she check the audit trail of a form?

       · This can be achieved using the “Detailed Document Search” Report. The 'i' Icon is then available to display the audit trail.

Keywords

KBA , sf audit report , LOD-SF-PLT , Foundational Capabilities & Tools , How To

Product

SAP SuccessFactors HCM Core all versions

Attachments

Form_Route_Map_History.rdf.txt