IBM E02HRLL-G Administration Guide - Page 97

Viewing process and event details, Document Volume Report, Creating a Document Volume Report

Page 97 highlights

3. Click Search. The system displays the Document Analysis Summary. Viewing process and event details About this task The following procedure describes how to view process and event details: 1. Click Tools > Document Analysis. The system displays the Document Analysis Search window. 2. Select the search criteria from the lists. 3. Click Search. The system displays the Document Analysis Summary. 4. Click the View details icon next to the Source and Receiver Partners that you want to view. The system displays a list of all documents for the selected partners. Document quantity is arranged in columns by document processing state. 5. Under the individual document flows shown in the Document Analysis Summary select the quantity link in the Received, In Progress, Failed, or Successful columns. The system presents document processing details in the Document Analysis Report. If you selected Failed, the report also includes a Document Event Summary. Document Volume Report The Document Volume Report is a valuable tool used to manage, track, and troubleshoot the flow of your business documents. The report displays the volume of documents processed by the system within a specific time period. This report can be viewed, printed, and saved (exported) to send to other staff members. You can customize this report to view information based on specific search criteria. The Document Volume Report shows the number of documents currently in process by their state: Table 15. Document States Value Description Total Received In Progress Failed Successful The total number of documents received by system. Documents that are In Progress are being tested and validated. No error has been detected, but the process is not yet complete. Document processing was interrupted because of an error. The final message that completes document processing has been transmitted from the system to the receiver partner. Use this report to perform the following tasks: v Determine if key business processes have completed v Track trends in process volume for cost control v Manage process quality, success and failure v Track process efficiency Creating a Document Volume Report About this task The following procedure describes how to create a document volume report: Chapter 10. Analyzing document flows 91

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3.
Click
Search
. The system displays the Document Analysis Summary.
Viewing process and event details
About this task
The following procedure describes how to view process and event details:
1.
Click
Tools
>
Document Analysis
. The system displays the Document Analysis
Search window.
2.
Select the search criteria from the lists.
3.
Click
Search
. The system displays the Document Analysis Summary.
4.
Click the
View details
icon next to the Source and Receiver Partners that you
want to view. The system displays a list of all documents for the selected
partners. Document quantity is arranged in columns by document processing
state.
5.
Under the individual document flows shown in the Document Analysis
Summary select the quantity link in the Received, In Progress, Failed, or
Successful columns. The system presents document processing details in the
Document Analysis Report. If you selected Failed, the report also includes a
Document Event Summary.
Document Volume Report
The Document Volume Report is a valuable tool used to manage, track, and
troubleshoot the flow of your business documents. The report displays the volume
of documents processed by the system within a specific time period. This report
can be viewed, printed, and saved (exported) to send to other staff members.
You can customize this report to view information based on specific search criteria.
The Document Volume Report shows the number of documents currently in
process by their state:
Table 15. Document States
Value
Description
Total Received
The total number of documents received by system.
In Progress
Documents that are In Progress are being tested and validated.
No error has been detected, but the process is not yet complete.
Failed
Document processing was interrupted because of an error.
Successful
The final message that completes document processing has been
transmitted from the system to the receiver partner.
Use this report to perform the following tasks:
v
Determine if key business processes have completed
v
Track trends in process volume for cost control
v
Manage process quality, success and failure
v
Track process efficiency
Creating a Document Volume Report
About this task
The following procedure describes how to create a document volume report:
Chapter 10. Analyzing document flows
91